401(k) · DOL Form 5500 · 2022
Sard Verbinnen & Co., LLC 401(k) Plan
Data updated 2026-08-11
- $60M
- Total assets
- 158
- Participants
- 89th
- Percentile by assets
- $380,736
- Avg per participant
Official DOL plan name: Sard Verbinnen & Co., LLC 401(k) Plan · Sponsored by Sard Verbinnen & Co., LLC · New York · Professional & Technical Services
$60M in assets, 158 participants
Sard Verbinnen & Co., LLC's Sard Verbinnen & Co., LLC 401(k) Plan reported $60M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #19,513 in Professional & Technical Services (21,562 peers)
Coverage in New York
Sard Verbinnen & Co., LLC 401(k) Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $60M.
- $60M
- total plan assets (2022 EOY)
- 158
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $380,736
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Sard Verbinnen & Co., LLC 401(k) Plan reports 158 participants - about 20% of that state average ($60M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$10M |
| Employer EIN | 134115411 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sard Verbinnen & Co., LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $60M |
| 2023 | 1 | 210 | N/A |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sard Verbinnen & Co., LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sard Verbinnen & Co., LLC 401(k) Plan by total assets, not by location.
- Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan (CT) $60M · 261
- Mmc 401(k) Savings and Retirement Plan (CA) $60M · 1,603
- National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trust (MA) $60M · 308
- Cks Packaging, Inc. 401(k) Plan (GA) $60M · 2,066
Frequently Asked Questions
How did Sard Verbinnen & Co., LLC 401(k) Plan assets move in 2022? ▼
Where does Sard Verbinnen & Co., LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Sard Verbinnen & Co., LLC 401(k) Plan
Filing takeaways
Ways to act on Sard Verbinnen & Co., LLC 401(k) Plan's numbers.
- By total assets, Sard Verbinnen & Co., LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans