401(k) · DOL Form 5500 · 2023

Sky National Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$705K
Total assets
4
Participants
21st
Percentile by assets
$176,250
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sky National Associates Retirement Plan · Sponsored by Sky National Associates, Inc. · New York · Finance & Insurance

$705K in assets, 4 participants

Sky National Associates, Inc.'s Sky National Associates Retirement Plan reported $705K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #1,132 in Finance & Insurance (8,869 peers)

Sky National Associates, Inc. multi-year trail

Sky National Associates, Inc.'s plans moved -43.5% in assets from 2022 to 2024; this filing shows Sky National Associates Retirement Plan at $705K / 4 participants.

$705K
total plan assets (2023 EOY)
4
covered participants
21st
percentile by assets (of 127,072 plans)
$176,250
avg assets per participant

Where Sky National Associates Retirement Plan sits by total assets

Sky National Associates Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$705,000 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sky National Associates Retirement Plan reported net income rose from $6K in the plan year 2022 filing to $50K in the plan year 2023 filing.
  • Sky National Associates Retirement Plan end-of-year assets rose from $655K in the plan year 2022 filing to $705K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Sky National Associates, Inc. across 3 plan years on file

Across the 3 plan years Sky National Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $795K, a decline of 43.5%, while reported participants moved from 10 to 4 (-60.0%). Peak year by sponsor assets: 2022 ($1M); trough: 2023 ($705K).

Sky National Associates, Inc. multi-year asset trail

$0.5M$1M$1.5M 202220232024 $1.41M $0.8M ▼ -43.3%
Total plan assets by year, all Sky National Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 3 10 $1M
2023 1 4 $705K
2024 1 4 $795K

Sky National Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$655K
Net Assets (End of Year)$705K
Net Income$50K
Employer EIN814601310
Plan Effective Date2016-12-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sky National Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sky National Associa…, Total assets ($B): 0.000705 · Participants: 4Sky National Associa…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Sky National Associates Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sky National Associates Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sky National Associates Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sky National Associates Retirement Plan assets move in 2023? ▼
Sky National Associates Retirement Plan grew at a solid clip - up 7.6% during 2023, from $655K to $705K. Reported net income was $50K.
How have Sky National Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sky National Associates, Inc.'s sponsor-wide assets declined 43.5%, from $1M to $795K.
Where does Sky National Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Sky National Associates Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sky National Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Business Consulting Solo K Plan in ME ($705K, 1 participant).

Next read for Sky National Associates Retirement Plan

Multi-year trail

Ways to act on Sky National Associates Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814601310.

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.