401(k) · DOL Form 5500 · 2022

Paychex Retirement LLC 401(k) Plan

Data updated 2026-08-25

$434M
Total assets Above avg plan size
299,256
Participants Very large workforce
98th
Percentile by assets National rank
$1,450
Avg per participant Low balance/head
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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.

  • #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.

#8,866
in Finance & Insurance (9,261 peers)
+293.2%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Paychex Pooled Employer 401(k) Plan's outsized position by total assets

Paychex Pooled Employer 401(k) Plan vs every filed plan by assets

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

$433,901,556 Top 2% higher than 98% 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

Paychex Pooled Employer 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paychex Pooled Employer 401(k) Plan is a mega filing (299,256 participants), the rightmost band on the breakdown.

EBSA filing schedule strip

Filing strip 853275179 · Paychex Retirement LLC PY 2022 · 401(k)

Paychex Pooled Employer 401(k) Plan · $434M · 299,256 · 98th

  • 5500 $434M
  • 5500 299,256
  • 5500 98th
  • 5500 401(k)
  • 5500 near Endo Pharmaceuticals Savings and Investment Plan
  • 5500 ind #8866

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 Finance & Insurance retirement plans → · Plans in New York →

Paychex Pooled Employer 401(k) Plan in the asset neighbourhood

Integer 401(k) Plan$435MPaychex Pooled Employer 401(k) PlanPaychex Pooled Employer 401(…$434MEndo Pharmaceuticals Savings and Investment PlanEndo Pharmaceuticals Savings…$434MU-Haul Holding Company 401(k) Savings PlanU-Haul Holding Company 401(k…$433MSouthern Farm Bureau and Adopting Companies 401(k) PlanSouthern Farm Bureau and Ado…$433M
End-of-year total assets ($M) among Paychex Pooled Employer 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)$110M
Net Assets (End of Year)$434M
Net Income$297M
Employer EIN853275179
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paychex Retirement LLC)

Sponsor-wide plan assets over time

All Paychex Retirement LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 307.58382392157176% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B 202220232024 $0.43B $1.77B ▲ +311.6%
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 Scatter plot of 6 data points. 0100000200000300000400000 -200204060 Total assets ($B) Participants Paychex Pooled Employer 401(k) Plan, Total assets ($B): 0.433901556 · Participants: 299256Paychex Pooled Employer 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
Paychex Pooled Employer 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Paychex Pooled Employer 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Endo Pharmaceuticals Savings and Investment Plan in PA ($434M); by covered participants it is Adp Totalsource Retirement Savings Plan in FL (287,453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434M here).

Similar participant headcount

Nearest other-state filings by covered participants (299,256 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 Paychex Pooled Employer 401(k) Plan assets move in 2022? ▼
Paychex Pooled Employer 401(k) Plan surged - up 293.2% during 2022, from $110M to $434M. Reported net income was $297M.
How have Paychex Retirement LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paychex Retirement LLC's sponsor-wide assets grew 307.6%, from $434M to $1.8B.
Where does Paychex Pooled Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Paychex Pooled Employer 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Paychex Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endo Pharmaceuticals Savings and Investment Plan in PA ($434M, 1,505 participants).
Which 401(k) plans cover a similar participant headcount to Paychex Pooled Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adp Totalsource Retirement Savings Plan in FL (287,453 participants, $6.7B 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 853275179.

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.