401(k) · DOL Form 5500 · 2022

Julia Dyckman Andrus Memorial, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
440
Participants Below avg headcount
69th
Percentile by assets National rank
$27,720
Avg per participant Low balance/head
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Official DOL plan name: Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · Sponsored by Julia Dyckman Andrus Memorial, Inc. · New York · Educational Services

$12M in assets, 440 participants

Julia Dyckman Andrus Memorial, Inc.'s Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported $12M in total assets and 440 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,055 in Educational Services (4,024 peers)

Julia Dyckman Andrus Memorial, Inc. multi-year trail

Julia Dyckman Andrus Memorial, Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan at $12M / 440 participants.

#2,055
in Educational Services (4,024 peers)
-22.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's outsized position by total assets

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$12,196,810 Top 31% higher than 69% 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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement 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. Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (440 participants).

Published 5500 schedule card

Filing strip 132793295 · Julia Dyckman Andrus Memorial, Inc. PY 2022 · 401(k)

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · $12M · 440 · 69th

  • EOY $12M
  • 5500 440
  • ASSETS 69th
  • PCT 401(k)
  • EIN near The Haynes Retirement Plan
  • RANK ind #2055

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 Educational Services retirement plans → · Plans in New York →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in the asset neighbourhood

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$12MThe Haynes Retirement Plan$12MLarson-Danielson Construction Co., Inc. Profit Sharing Plan and TrustLarson-Danielson Constructio…$12M401(k)Profit Sharing Plan for Employees of West Yavapai Guidance Clinic D/B/a Polara Health401(k)Profit Sharing Plan fo…$12MWorldatwork Retirement Plan$12M
End-of-year total assets ($M) among Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Julia Dyckman Andrus Memorial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Julia Dyckman Andrus Memorial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.46695242444541% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $14.3M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 440 $12M
2023 1 420 $14M
2024 1 382 $14M

Julia Dyckman Andrus Memorial, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN132793295
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan, Total assets ($B): 0.01219681 · Participants: 440Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement 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
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Haynes Retirement Plan in VA ($12M); by covered participants it is Clow Stamping Company 401(k) Plan in MN (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan declined sharply - down 22.7% during 2022, from $16M to $12M. Reported net income was -$4M.
How have Julia Dyckman Andrus Memorial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julia Dyckman Andrus Memorial, Inc.'s sponsor-wide assets grew 17.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Haynes Retirement Plan in VA ($12M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clow Stamping Company 401(k) Plan in MN (440 participants, $22M 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 132793295.

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.