401(k) · DOL Form 5500 · 2022
Paychex Retirement LLC 401(k) Plan
Data updated 2026-08-11
- $434M
- Total assets
- 299,256
- Participants
- 98th
- Percentile by assets
- $1,450
- Avg per participant
Official DOL plan name: Paychex Pooled Employer 401(k) Plan · Sponsored by Paychex Retirement LLC · New York · Finance & Insurance
$434M in assets, 299,256 participants
Paychex Retirement LLC's Paychex Pooled Employer 401(k) Plan reported $434M in total assets and 299,256 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,866 in Finance & Insurance (9,261 peers)
Coverage in New York
Paychex Pooled Employer 401(k) Plan covers 299,256 participants in New York, 375x the typical New York plan (state average ~798 per filing). Assets: $434M.
- $434M
- total plan assets (2022 EOY)
- 299,256
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $1,450
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Paychex Pooled Employer 401(k) Plan reports 299,256 participants - 375x that state average ($434M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $434M |
| Net Income | $297M |
| Employer EIN | 853275179 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paychex Retirement LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299,256 | $434M |
| 2023 | 1 | 485,003 | $1.1B |
| 2024 | 1 | 610,098 | $1.8B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Paychex Pooled Employer 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
Scale composition for Paychex Pooled Employer 401(k) Plan
Paychex Pooled Employer 401(k) Plan reports $434M in end-of-year assets across 299,256 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.32% of 93,925,755 covered participants) - about $1,450 per participant (1% of the national average assets-per-participant) . Net income for plan year 2022 was $297M.
This plan identity (EIN 853275179, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $434M to $1.8B (+307.6%) while covered participants moved from 299,256 to 610,098 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 299,256 | $434M | This page |
| 2023 | 485,003 | $1.1B | Open filing |
| 2024 · index core | 610,098 | $1.8B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Paychex Pooled Employer 401(k) Plan (401(k), $1.8B, 610,098 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Paychex Pooled Employer 401(k) Plan by total assets, not by location.
- Endo Pharmaceuticals Savings and Investment Plan (PA) $434M · 1,505
- Integer 401(k) Plan (TX) $435M · 3,641
- U-Haul Holding Company 401(k) Savings Plan (AZ) $433M · 29,328
- Southern Farm Bureau and Adopting Companies 401(k) Plan (MS) $433M · 2,626
Frequently Asked Questions
How did Paychex Pooled Employer 401(k) Plan assets move in 2022? ▼
How have Paychex Retirement LLC plan assets changed over time? ▼
Where does Paychex Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Paychex Pooled Employer 401(k) Plan? ▼
Next read for Paychex Pooled Employer 401(k) Plan
Filing takeaways
Ways to act on Paychex Pooled Employer 401(k) Plan's numbers.
- By total assets, Paychex Pooled Employer 401(k) Plan ranks in the top 5% 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
- Paychex Retirement LLC's sponsor-wide assets have grown 307.6% since 2022 across 3 plan years on file. More Finance & Insurance plans