401(k) · DOL Form 5500 · 2023

Ampersand Adventures, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$369,348
Avg per participant High balance/head
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Official DOL plan name: Ampersand Adventures, Inc. 401(k) Plan · Sponsored by Ampersand Adventures, Inc. · New Jersey · Food Services & Accommodation

$1M in assets, 4 participants

Ampersand Adventures, Inc.'s Ampersand Adventures, Inc. 401(k) Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,430 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ampersand Adventures, Inc. 401(k) Plan ranks #2,430 of 3,828 2023 filers by assets (1324% of the sector average)-$1M for 4 participants.

#2,430
in Food Services & Accommodation (3,828 peers)
-2.5%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ampersand Adventures, Inc. 401(k) Plan among the smaller filed plans by assets

Ampersand Adventures, Inc. 401(k) Plan vs every filed plan by assets

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

$1,477,390 27th percentile higher than 27% of 127,068 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 2023

Ampersand Adventures, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ampersand Adventures, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ampersand Adventures, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to -$38K in the plan year 2023 filing.
  • Ampersand Adventures, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 880934402 · Ampersand Adventures, Inc. PY 2023 · 401(k)

Ampersand Adventures, Inc. 401(k) Plan · $1M · 4 · 27th

  • RANK $1M
  • PHOTO 4
  • IND 27th
  • EOY 401(k)
  • 5500 near L. Brent Bitner, Dds, P.C. 401(k) Profit Sharing Plan
  • ASSETS ind #2430

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 Food Services & Accommodation retirement plans → · Plans in New Jersey →

Ampersand Adventures, Inc. 401(k) Plan in the asset neighbourhood

Ampersand Adventures, Inc. 401(k) PlanAmpersand Adventures, Inc. 4…$1ML. Brent Bitner, Dds, P.C. 401(k) Profit Sharing PlanL. Brent Bitner, Dds, P.C. 4…$1MLeonard T. Yu, M.D. 401(k) Profit Sharing PlanLeonard T. Yu, M.D. 401(k) P…$1MAnita's Mexican Food 401(k) PlanAnita's Mexican Food 401(k) …$1MHealth Action Council Ohio 401(k) PlanHealth Action Council Ohio 4…$1M
End-of-year total assets ($M) among Ampersand Adventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$38K
Employer EIN880934402
Plan Effective Date2022-02-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ampersand Adventures, Inc.)

Sponsor-wide plan assets over time

All Ampersand Adventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.4511668677673075% vs 2022
2024 filing year
$1.44M$1.46M$1.48M$1.5M$1.52M 202220232024 $1.51M $1.45M ▼ -4.0%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 4 $1M
2024 1 4 $1M

Nearby 401(k) Plans in New Jersey

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

Ampersand Adventures, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Ampersand Adventures, Inc. 401(k) Plan, Total assets ($B): 0.00147739 · Participants: 4Ampersand Adventures, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Ampersand Adventures, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ampersand Adventures, Inc. 401(k) Plan side-by-side with 3 peers →

Ampersand Adventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is L. Brent Bitner, Dds, P.C. 401(k) Profit Sharing Plan in OR ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ampersand Adventures, Inc. 401(k) Plan assets move in 2023? ▼
Ampersand Adventures, Inc. 401(k) Plan edged down modestly - down 2.5% during 2023, from $2M to $1M. Reported net income was -$38K.
How have Ampersand Adventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ampersand Adventures, Inc.'s sponsor-wide assets declined 4.5%, from $2M to $1M.
Which 401(k) plans are similar in size to Ampersand Adventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L. Brent Bitner, Dds, P.C. 401(k) Profit Sharing Plan in OR ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Ampersand Adventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

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 880934402.

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.