401(k) · DOL Form 5500 · 2022

Assetgenie, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
217
Participants Below avg headcount
58th
Percentile by assets National rank
$32,395
Avg per participant Low balance/head
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Official DOL plan name: Assetgenie, Inc. 401(k) Plan · Sponsored by Assetgenie, Inc. · Pennsylvania · Other Services

$7M in assets, 217 participants

Assetgenie, Inc.'s Assetgenie, Inc. 401(k) Plan reported $7M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,264 in Other Services (8,398 peers)

Coverage in Pennsylvania

Assetgenie, Inc. 401(k) Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#6,264
in Other Services (8,398 peers)
-4.7%
assets change YoY

The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Assetgenie, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

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

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

$7,029,748 Top 42% higher than 58% 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

Assetgenie, 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. Assetgenie, Inc. 401(k) Plan sits mid-pack in the medium band (217 participants).

DOL schedule card

Filing strip 810681903 · Assetgenie, Inc. PY 2022 · 401(k)

Assetgenie, Inc. 401(k) Plan · $7M · 217 · 58th

  • PHOTO $7M
  • IND 217
  • EOY 58th
  • 5500 401(k)
  • ASSETS near Mersive Technologies, Inc. 401(k) and Profit Sharing Plan
  • PCT ind #6264

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 Other Services retirement plans → · Plans in Pennsylvania →

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

Assetgenie, Inc. 401(k) Plan$7MMersive Technologies, Inc. 401(k) and Profit Sharing PlanMersive Technologies, Inc. 4…$7MDispute Dynamics, Inc. 401(k) PlanDispute Dynamics, Inc. 401(k…$7MLos Angeles Christian Health Centers 403(b) PlanLos Angeles Christian Health…$7MLincoln Machine, Inc. 401(k) Profit Sharing PlanLincoln Machine, Inc. 401(k)…$7M
End-of-year total assets ($M) among Assetgenie, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$346K
Employer EIN810681903
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assetgenie, Inc.)

Sponsor-wide plan assets over time

All Assetgenie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.57052002433088% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.03M $11M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 217 $7M
2023 1 294 $10M
2024 1 306 $11M

Nearby 401(k) Plans in Pennsylvania

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

Assetgenie, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Assetgenie, Inc. 401(k) Plan, Total assets ($B): 0.007029748 · Participants: 217Assetgenie, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Assetgenie, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Assetgenie, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Mersive Technologies, Inc. 401(k) and Profit Sharing Plan in CO ($7M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Assetgenie, Inc. 401(k) Plan assets move in 2022? ▼
Assetgenie, Inc. 401(k) Plan edged down modestly - down 4.7% during 2022, from $7M to $7M. Reported net income was -$346K.
How have Assetgenie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assetgenie, Inc.'s sponsor-wide assets grew 56.6%, from $7M to $11M.
Which 401(k) plans are similar in size to Assetgenie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mersive Technologies, Inc. 401(k) and Profit Sharing Plan in CO ($7M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Assetgenie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M 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 810681903.

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.