401(k) · DOL Form 5500 · 2022

Sard Verbinnen & Co., LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
158
Participants Small participant base
89th
Percentile by assets National rank
$380,736
Avg per participant High balance/head
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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.

  • #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.

#19,513
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Sard Verbinnen & Co., LLC 401(k) Plan's outsized position by total assets

Sard Verbinnen & Co., LLC 401(k) Plan vs every filed plan by assets

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

$60,156,300 Top 11% higher than 89% 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

Sard Verbinnen & Co., LLC 401(k) 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. Sard Verbinnen & Co., LLC 401(k) Plan sits mid-pack in the medium band (158 participants).

Plan-year Form 5500 strip

Filing strip 134115411 · Sard Verbinnen & Co., LLC PY 2022 · 401(k)

Sard Verbinnen & Co., LLC 401(k) Plan · $60M · 158 · 89th

  • TYPE $60M
  • NET 158
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan
  • SCH ind #19513

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 Professional & Technical Services retirement plans → · Plans in New York →

Sard Verbinnen & Co., LLC 401(k) Plan in the asset neighbourhood

Sard Verbinnen & Co., LLC 401(k) PlanSard Verbinnen & Co., LLC 40…$60MOrthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing PlanOrthopedic Associates of Har…$60MMmc 401(k) Savings and Retirement PlanMmc 401(k) Savings and Retir…$60MNational Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associa…$60MCks Packaging, Inc. 401(k) PlanCks Packaging, Inc. 401(k) P…$60M
End-of-year total assets ($M) among Sard Verbinnen & Co., LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$60M
Net Income-$10M
Employer EIN134115411
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sard Verbinnen & Co., LLC)

Sponsor-wide plan assets over time

All Sard Verbinnen & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$20M$40M$60M$80M 20222023 $60.2M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sard Verbinnen & Co., LLC 401(k) Plan, Total assets ($B): 0.0601563 · Participants: 158Sard Verbinnen & Co., LLC 401(k) 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
Sard Verbinnen & Co., LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sard Verbinnen & Co., LLC 401(k) Plan side-by-side with 3 peers →

Sard Verbinnen & Co., LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan in CT ($60M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Sard Verbinnen & Co., LLC 401(k) Plan assets move in 2022? ▼
Sard Verbinnen & Co., LLC 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $70M to $60M. Reported net income was -$10M.
Where does Sard Verbinnen & Co., LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sard Verbinnen & Co., LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sard Verbinnen & Co., LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Associates of Hartford P.C. Section 401(k) Profit Sharing Plan in CT ($60M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Sard Verbinnen & Co., LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 134115411.

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.