401(k) · DOL Form 5500 · 2022

Aerzen USA Corp 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
160
Participants Small participant base
66th
Percentile by assets National rank
$66,084
Avg per participant Below avg balance/head
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Official DOL plan name: Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust · Sponsored by Aerzen USA Corp · Pennsylvania · Manufacturing

$11M in assets, 160 participants

Aerzen USA Corp's Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,048 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust covers 160 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#11,048
in Manufacturing (20,602 peers)
-9.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,573,472 Top 34% higher than 66% 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

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust 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. Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (160 participants).

DOL schedule card

Filing strip 341384479 · Aerzen USA Corp PY 2022 · 401(k)

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust · $11M · 160 · 66th

  • EIN $11M
  • RANK 160
  • PHOTO 66th
  • IND 401(k)
  • EOY near Norcom, Inc. Profit Sharing Plan
  • 5500 ind #11048

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Aerzen USA Corp. 401(k) Profit Sharing Plan & TrustAerzen USA Corp. 401(k) Prof…$11MNorcom, Inc. Profit Sharing PlanNorcom, Inc. Profit Sharing …$11MGss 401(k) Plan$11MW3, LLC 401(k) Plan$11MRotterdam Ventures, Inc. Employees Savings Plan and TrustRotterdam Ventures, Inc. Emp…$11M
End-of-year total assets ($M) among Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN341384479
Plan Effective Date1997-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerzen USA Corp)

Sponsor-wide plan assets over time

All Aerzen USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$18M 68.66193053710266% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.6M $17.8M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 160 $11M
2023 1 170 $13M
2024 1 194 $18M

Nearby 401(k) Plans in Pennsylvania

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

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010573472 · Participants: 160Aerzen USA Corp. 401(k) Profit Sharing Plan & TrustComcast 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
Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Norcom, Inc. Profit Sharing Plan in GA ($11M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.7% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Aerzen USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aerzen USA Corp's sponsor-wide assets grew 68.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Norcom, Inc. Profit Sharing Plan in GA ($11M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 341384479.

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.