401(k) · DOL Form 5500 · 2023

George J Petronis Enterprise 401(k) Plan

Data updated 2026-08-11

$703K
Total assets
9
Participants
21st
Percentile by assets
$78,096
Avg per participant
PlainRetire home → About this data

Official DOL plan name: George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust · Sponsored by George J Petronis Enterprise · New Jersey · Other Services

$703K in assets, 9 participants

George J Petronis Enterprise's George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust reported $703K in total assets and 9 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)
  • #3,418 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust ranks #3,418 of 7,857 2023 filers by assets (2856% of the sector average)-$703K for 9 participants.

$703K
total plan assets (2023 EOY)
9
covered participants
21st
percentile by assets (of 127,072 plans)
$78,096
avg assets per participant

Where George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust sits by total assets

George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$702,863 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

  • George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust reported net income rose from -$44K in the plan year 2022 filing to $143K in the plan year 2023 filing.
  • George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $560K in the plan year 2022 filing to $703K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Rank #3,418 in Other Services

Among 7,857 Other Services plans that filed a Form 5500 for plan year 2023, George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust ranks #3,418 by end-of-year assets - about 2856% of the sector average of $20M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$703K
Net Income$143K
Employer EIN222167890
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (George J Petronis Enterprise)

$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.56M $0.86M ▲ +53.6%
Total plan assets by year, all George J Petronis Enterprise plans on file
Year Plans Participants Total Assets
2022 1 9 $560K
2023 1 9 $703K
2024 1 9 $863K

Nearby 401(k) Plans in New Jersey

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

George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants George J Petronis En…, Total assets ($B): 0.000702863 · Participants: 9George J Petronis En…JPMorgan Chase 401(k…, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retire…Merck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust assets move in 2023?
George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust grew sharply - up 25.5% during 2023, from $560K to $703K. Reported net income was $143K.
How have George J Petronis Enterprise plan assets changed over time?
Across 3 plan years on file (2022-2024), George J Petronis Enterprise's sponsor-wide assets grew 54.2%, from $560K to $863K.
Where does George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust 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 George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Pollyanna Brewing Company 401(k) Plan in IL ($703K, 26 participants).

Next read for George J Petronis Enterprise 401(k) Prof…

Filing takeaways

Ways to act on George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust's numbers.

  • By total assets, George J Petronis Enterprise 401(k) Profit Sharing Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • George J Petronis Enterprise's sponsor-wide assets have grown 54.2% since 2022 across 3 plan years on file. More Other Services plans