401(k) · DOL Form 5500 · 2022

Endicott Management Co 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
10
Participants Small participant base
59th
Percentile by assets National rank
$768,458
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: The Endicott Group Profit Sharing Plan · Sponsored by Endicott Management Co · New York · Management of Enterprises

$8M in assets, 10 participants

Endicott Management Co's The Endicott Group Profit Sharing Plan reported $8M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #460 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, The Endicott Group Profit Sharing Plan ranks #460 of 1,193 2022 filers by assets (4627% of the sector average)-$8M for 10 participants.

#460
in Management of Enterprises (1,193 peers)
-10.1%
assets change YoY

The plan reported a net loss of $864K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Endicott Group Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

The Endicott Group Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,684,581 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Endicott Group Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Endicott Group Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133890457 · Endicott Management Co PY 2022 · 401(k)

The Endicott Group Profit Sharing Plan · $8M · 10 · 59th

  • SCH $8M
  • EBSA 10
  • PART 59th
  • TYPE 401(k)
  • NET near Milk Source Companies Retirement Plan
  • BOOK ind #460

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in New York →

The Endicott Group Profit Sharing Plan in the asset neighbourhood

The Endicott Group Profit Sharing PlanThe Endicott Group Profit Sh…$8MMilk Source Companies Retirement PlanMilk Source Companies Retire…$8MNmr 401(k) Plan$8MCentral Boat Rentals, Inc. Retirement Plan and TrustCentral Boat Rentals, Inc. R…$8MMeckley's Limestone, Inc. 401(k) Profit Sharing PlanMeckley's Limestone, Inc. 40…$8M
End-of-year total assets ($M) among The Endicott Group Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$864K
Employer EIN133890457
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Endicott Group Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Endicott Group Profit Sharing Plan, Total assets ($B): 0.007684581 · Participants: 10The Endicott Group Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Endicott Group Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

The Endicott Group Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Milk Source Companies Retirement Plan in WI ($8M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Endicott Group Profit Sharing Plan assets move in 2022?
The Endicott Group Profit Sharing Plan pulled back noticeably - down 10.1% during 2022, from $9M to $8M. Reported net income was -$864K.
Which 401(k) plans are similar in size to The Endicott Group Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Milk Source Companies Retirement Plan in WI ($8M, 531 participants).
Which 401(k) plans cover a similar participant headcount to The Endicott Group Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M in assets).