401(k) · DOL Form 5500 · 2022

Friendwell Management USA, LLC 401(k) Plan

Data updated 2026-08-25

$419K
Total assets Small plan by assets
197
Participants Below avg headcount
17th
Percentile by assets National rank
$2,127
Avg per participant Low balance/head
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Official DOL plan name: Friendwell Management USA, LLC 401(k) Plan · Sponsored by Friendwell Management USA, LLC · New Jersey · Real Estate

$419K in assets, 197 participants

Friendwell Management USA, LLC's Friendwell Management USA, LLC 401(k) Plan reported $419K in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,396 in Real Estate (5,057 peers)

Coverage in New Jersey

Friendwell Management USA, LLC 401(k) Plan covers 197 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $419K.

#1,396
in Real Estate (5,057 peers)
-39.9%
assets change YoY

The plan reported a net loss of $278K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Friendwell Management USA, LLC 401(k) Plan among the smaller filed plans by assets

Friendwell Management USA, LLC 401(k) Plan vs every filed plan by assets

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

$418,997 17th percentile higher than 17% 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

Friendwell Management USA, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friendwell Management USA, LLC 401(k) Plan sits mid-pack in the medium band (197 participants).

Form 5500 schedule snapshot

Filing strip 223740206 · Friendwell Management USA, LLC PY 2022 · 401(k)

Friendwell Management USA, LLC 401(k) Plan · $419K · 197 · 17th

  • NET $419K
  • NET 197
  • NET 17th
  • NET 401(k)
  • NET near Obex Securities LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #1396

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 Real Estate retirement plans → · Plans in New Jersey →

Friendwell Management USA, LLC 401(k) Plan in the asset neighbourhood

Friendwell Management USA, LLC 401(k) PlanFriendwell Management USA, L…$419KObex Securities LLC 401(k) Profit Sharing Plan & TrustObex Securities LLC 401(k) P…$419KL.C. Industries, Inc. 401(k) Profit Sharing PlanL.C. Industries, Inc. 401(k)…$419KR. E. Lee Corporation 401(k) PlanR. E. Lee Corporation 401(k)…$419KOrcal Management Corporation 401(k) Profit Sharing Plan & TrustOrcal Management Corporation…$419K
End-of-year total assets ($M) among Friendwell Management USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$697K
Net Assets (End of Year)$419K
Net Income-$278K
Employer EIN223740206
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Friendwell Management USA, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Friendwell Management USA, LLC 401(k) Plan, Total assets ($B): 0.000418997 · Participants: 197Friendwell Management USA, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Friendwell Management USA, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Friendwell Management USA, LLC 401(k) Plan side-by-side with 3 peers →

Friendwell Management USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Obex Securities LLC 401(k) Profit Sharing Plan & Trust in NY ($419K); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Friendwell Management USA, LLC 401(k) Plan assets move in 2022? ▼
Friendwell Management USA, LLC 401(k) Plan contracted severely - down 39.9% during 2022, from $697K to $419K. Reported net income was -$278K.
Where does Friendwell Management USA, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Friendwell Management USA, LLC 401(k) Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Friendwell Management USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Obex Securities LLC 401(k) Profit Sharing Plan & Trust in NY ($419K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Friendwell Management USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223740206.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.