401(k)
2022 plan-year 401(k) DOL Form 5500

Infusion Upstate Ny, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Infusion Upstate Ny, Inc. · New York · Finance & Insurance

What the 2023 filing shows

Infusion Upstate Ny, Inc. 401(k) Plan holds $8M for 128 participants — about $59,328 per participant, down 5.2% over the 2022 plan year.

$8M
total plan assets (2022 EOY)
128
covered participants
$59,328
avg assets per participant
-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.

Total Assets (2023)
$8M
Participants
128
State
Industry
Finance & Insurance

What the Filing Says About Infusion Upstate Ny, Inc. 401(k) Plan

Infusion Upstate Ny, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Infusion Upstate Ny, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 128 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 161112200, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $8M at year-end — a decline of 5.2%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-413,155 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-413,155
Plan Type401(k)
Employer EIN161112200
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infusion Upstate Ny, Inc.)

Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 138 $10M
2024 1 183 $12M

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Frequently Asked Questions

How much money is in the Infusion Upstate Ny, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Infusion Upstate Ny, Inc. 401(k) Plan holds $8M in total assets with 128 participants. It is sponsored by Infusion Upstate Ny, Inc..
What type of plan is Infusion Upstate Ny, Inc. 401(k) Plan?
Infusion Upstate Ny, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 161112200.
Who sponsors the Infusion Upstate Ny, Inc. 401(k) Plan?
Infusion Upstate Ny, Inc. 401(k) Plan is sponsored by Infusion Upstate Ny, Inc., located in New York. The sponsor's EIN is 161112200 and the plan operates in the Finance & Insurance industry.
How did Infusion Upstate Ny, Inc. 401(k) Plan perform in 2022?
Infusion Upstate Ny, Inc. 401(k) Plan declined by 5.2% during 2022, moving from $8M to $8M in total assets. Net income was $-413,155.
Where can I find official filings for Infusion Upstate Ny, Inc. 401(k) Plan?
Official Form 5500 filings for Infusion Upstate Ny, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161112200 or plan name at efast.dol.gov.
How does Infusion Upstate Ny, Inc. 401(k) Plan compare to other plans?
You can compare Infusion Upstate Ny, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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