401(k) · DOL Form 5500 · 2022

U.S. Retirement Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
708
Participants Below avg headcount
87th
Percentile by assets National rank
$64,367
Avg per participant Low balance/head
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Official DOL plan name: U. S. Retirement Partners 401(k) Plan · Sponsored by U.S. Retirement Partners, Inc. · New Jersey · Finance & Insurance

$46M in assets, 708 participants

U.S. Retirement Partners, Inc.'s U. S. Retirement Partners 401(k) Plan reported $46M in total assets and 708 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,365 in Finance & Insurance (9,261 peers)

Where U. S. Retirement Partners 401(k) Plan sits by assets

U. S. Retirement Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 708 participants (~$64,367/participant), up 8.4% in 2022.

#7,365
in Finance & Insurance (9,261 peers)
+8.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U. S. Retirement Partners 401(k) Plan's outsized position by total assets

U. S. Retirement Partners 401(k) Plan vs every filed plan by assets

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

$45,571,949 Top 13% higher than 87% 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

U. S. Retirement Partners 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. U. S. Retirement Partners 401(k) Plan sits mid-pack in the medium band (708 participants).

DOL schedule card

Filing strip 260829701 · U.S. Retirement Partners, Inc. PY 2022 · 401(k)

U. S. Retirement Partners 401(k) Plan · $46M · 708 · 87th

  • PART $46M
  • TYPE 708
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Diamond Products Limited 401(k) and Profit Sharing Plan
  • BOY ind #7365

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 Jersey →

U. S. Retirement Partners 401(k) Plan in the asset neighbourhood

Wisconsin Sheet Metal Workers 401(k) Profit Sharing PlanWisconsin Sheet Metal Worker…$46MU. S. Retirement Partners 401(k) PlanU. S. Retirement Partners 40…$46MDiamond Products Limited 401(k) and Profit Sharing PlanDiamond Products Limited 401…$46MSauer Holdings, Inc. Savings and Retirement PlanSauer Holdings, Inc. Savings…$46MLinedata Services 401(k) Plan$46M
End-of-year total assets ($M) among U. S. Retirement Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income-$5M
Employer EIN260829701
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Retirement Partners, Inc.)

Sponsor-wide plan assets over time

All U.S. Retirement Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 86.63005613387305% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.6M $85.1M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 708 $46M
2023 1 763 $58M
2024 1 792 $85M

Nearby 401(k) Plans in New Jersey

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

U. S. Retirement Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants U. S. Retirement Partners 401(k) Plan, Total assets ($B): 0.045571949 · Participants: 708U. S. Retirement Partners 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
U. S. Retirement Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare U. S. Retirement Partners 401(k) Plan side-by-side with 3 peers →

U. S. Retirement Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Diamond Products Limited 401(k) and Profit Sharing Plan in OH ($46M); by covered participants it is Skills of Central Pennsylvania, Inc. 401(k) Retirement Plan in PA (708 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (708 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 U. S. Retirement Partners 401(k) Plan assets move in 2022? ▼
U. S. Retirement Partners 401(k) Plan grew at a solid clip - up 8.4% during 2022, from $42M to $46M. Reported net income was -$5M.
How have U.S. Retirement Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Retirement Partners, Inc.'s sponsor-wide assets grew 86.6%, from $46M to $85M.
Where does U. S. Retirement Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
U. S. Retirement Partners 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to U. S. Retirement Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Products Limited 401(k) and Profit Sharing Plan in OH ($46M, 305 participants).
Which 401(k) plans cover a similar participant headcount to U. S. Retirement Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skills of Central Pennsylvania, Inc. 401(k) Retirement Plan in PA (708 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 260829701.

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.