401(k) · DOL Form 5500 · 2022

Aetrex, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
60th
Percentile by assets National rank
$64,512
Avg per participant Low balance/head
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Official DOL plan name: Aetrex, Inc. 401(k) Plan · Sponsored by Aetrex, Inc. · New Jersey · Manufacturing

$8M in assets, 121 participants

Aetrex, Inc.'s Aetrex, Inc. 401(k) Plan reported $8M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #9,429 in Manufacturing (20,602 peers)

Coverage in New Jersey

Aetrex, Inc. 401(k) Plan covers 121 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#9,429
in Manufacturing (20,602 peers)
-14.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aetrex, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Aetrex, Inc. 401(k) Plan vs every filed plan by assets

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

$7,806,006 Top 40% higher than 60% 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

Aetrex, Inc. 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. Aetrex, Inc. 401(k) Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 132643848 · Aetrex, Inc. PY 2022 · 401(k)

Aetrex, Inc. 401(k) Plan · $8M · 121 · 60th

  • BOY $8M
  • SCH 121
  • EBSA 60th
  • PART 401(k)
  • TYPE near Goelzer Investment Management, Inc. 401(k) Plan
  • NET ind #9429

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 Manufacturing retirement plans → · Plans in New Jersey →

Aetrex, Inc. 401(k) Plan in the asset neighbourhood

Aetrex, Inc. 401(k) Plan$8MGoelzer Investment Management, Inc. 401(k) PlanGoelzer Investment Managemen…$8MShoremaster Hydrohoist Holdings Retirement PlanShoremaster Hydrohoist Holdi…$8MMultifamily Management Services LLC 401(k) PlanMultifamily Management Servi…$8MPohanka Auto Center, Inc. 401(k) PlanPohanka Auto Center, Inc. 40…$8M
End-of-year total assets ($M) among Aetrex, Inc. 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)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN132643848
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aetrex, Inc.)

Sponsor-wide plan assets over time

All Aetrex, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 39.34455084969189% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.81M $10.9M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 148 $10M
2024 1 158 $11M

Nearby 401(k) Plans in New Jersey

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

Aetrex, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Aetrex, Inc. 401(k) Plan, Total assets ($B): 0.007806006 · Participants: 121Aetrex, Inc. 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
Aetrex, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Aetrex, Inc. 401(k) Plan side-by-side with 3 peers →

Aetrex, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Goelzer Investment Management, Inc. 401(k) Plan in IN ($8M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Aetrex, Inc. 401(k) Plan assets move in 2022? ▼
Aetrex, Inc. 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Aetrex, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aetrex, Inc.'s sponsor-wide assets grew 39.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Aetrex, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goelzer Investment Management, Inc. 401(k) Plan in IN ($8M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Aetrex, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A 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 132643848.

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.