401(k) · DOL Form 5500 · 2022

Infusion Upstate Ny, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
128
Participants Small participant base
59th
Percentile by assets National rank
$59,328
Avg per participant Low balance/head
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Official DOL plan name: Infusion Upstate Ny, Inc. 401(k) Plan · Sponsored by Infusion Upstate Ny, Inc. · New York · Finance & Insurance

$8M in assets, 128 participants

Infusion Upstate Ny, Inc.'s Infusion Upstate Ny, Inc. 401(k) Plan reported $8M in total assets and 128 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.

  • #3,944 in Finance & Insurance (9,261 peers)

Coverage in New York

Infusion Upstate Ny, Inc. 401(k) Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,944
in Finance & Insurance (9,261 peers)
-5.2%
assets change YoY

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Infusion Upstate Ny, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Infusion Upstate Ny, Inc. 401(k) Plan vs every filed plan by assets

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

$7,593,952 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

Infusion Upstate Ny, 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. Infusion Upstate Ny, Inc. 401(k) Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 161112200 · Infusion Upstate Ny, Inc. PY 2022 · 401(k)

Infusion Upstate Ny, Inc. 401(k) Plan · $8M · 128 · 59th

  • PHOTO $8M
  • IND 128
  • EOY 59th
  • 5500 401(k)
  • ASSETS near M & R Corporate Services, LLC 401(k) Plan
  • PCT ind #3944

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 Finance & Insurance retirement plans → · Plans in New York →

Infusion Upstate Ny, Inc. 401(k) Plan in the asset neighbourhood

Infusion Upstate Ny, Inc. 401(k) PlanInfusion Upstate Ny, Inc. 40…$8MM & R Corporate Services, LLC 401(k) PlanM & R Corporate Services, LL…$8MThe Anderson Company, L.L.C. 401(k) Retirement PlanThe Anderson Company, L.L.C.…$8MEastern Aviation Fuels, Inc. 401(k) Profit Sharing Plan and TrustEastern Aviation Fuels, Inc.…$8MLeman U.S.a. Inc., Profit Sharing/401(k) PlanLeman U.S.a. Inc., Profit Sh…$8M
End-of-year total assets ($M) among Infusion Upstate Ny, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$413K
Employer EIN161112200
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infusion Upstate Ny, Inc.)

Sponsor-wide plan assets over time

All Infusion Upstate Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 64.5666182772817% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.59M $12.5M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 138 $10M
2024 1 183 $12M

Nearby 401(k) Plans in New York

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

Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Infusion Upstate Ny, Inc. 401(k) Plan, Total assets ($B): 0.007593952 · Participants: 128Infusion Upstate Ny, Inc. 401(k) 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
Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Infusion Upstate Ny, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is M & R Corporate Services, LLC 401(k) Plan in MI ($8M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Infusion Upstate Ny, Inc. 401(k) Plan assets move in 2022? ▼
Infusion Upstate Ny, Inc. 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $8M to $8M. Reported net income was -$413K.
How have Infusion Upstate Ny, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infusion Upstate Ny, Inc.'s sponsor-wide assets grew 64.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M & R Corporate Services, LLC 401(k) Plan in MI ($8M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 161112200.

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.