401(k) · DOL Form 5500 · 2022
Amerex Group, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $209,790
- Avg per participant Above avg balance/head
Official DOL plan name: Amerex Group 401(k) Profit Sharing Plan · Sponsored by Amerex Group, LLC · New York · Wholesale Trade
$15M in assets, 70 participants
Amerex Group, LLC's Amerex Group 401(k) Profit Sharing Plan reported $15M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,634 in Wholesale Trade (6,843 peers)
Amerex Group, LLC multi-year trail
Amerex Group, LLC's plans moved +11.6% in assets from 2022 to 2024; this filing shows Amerex Group 401(k) Profit Sharing Plan at $15M / 70 participants.
- #4,634
- in Wholesale Trade (6,843 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amerex Group 401(k) Profit Sharing Plan's outsized position by total assets
Amerex Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,685,315 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amerex Group 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerex Group 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 203945351 · Amerex Group, LLC PY 2022 · 401(k)
Amerex Group 401(k) Profit Sharing Plan · $15M · 70 · 72nd
- BOY $15M
- SCH 70
- EBSA 72nd
- PART 401(k)
- TYPE near Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Ps
- NET ind #4634
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 Wholesale Trade retirement plans → · Plans in New York →
Amerex Group 401(k) Profit Sharing Plan in the asset neighbourhood
Amerex Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Amerex Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.594228656314149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $15M |
| 2024 | 1 | 77 | $16M |
Amerex Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 203945351 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Amerex Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Ps in OR ($15M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 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.