401(k) · DOL Form 5500 · 2023

Julia Dyckman Andrus Memorial, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
420
Participants Below avg headcount
66th
Percentile by assets National rank
$33,556
Avg per participant Low balance/head
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Official DOL plan name: Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · Sponsored by Julia Dyckman Andrus Memorial, Inc. · New York · Healthcare & Social Assistance

$14M in assets, 420 participants

Julia Dyckman Andrus Memorial, Inc.'s Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported $14M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,564 in Healthcare & Social Assistance (17,684 peers)

Julia Dyckman Andrus Memorial, Inc. multi-year trail

Julia Dyckman Andrus Memorial, Inc.'s plans moved +17.5% in assets from 2022 to 2024; this filing shows Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan at $14M / 420 participants.

#12,564
in Healthcare & Social Assistance (17,684 peers)
+15.6%
assets growth YoY

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$14,093,442 Top 34% higher than 66% 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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (420 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported participants fell from 440 in the plan year 2022 filing to 420 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132793295 · Julia Dyckman Andrus Memorial, Inc. PY 2023 · 401(k)

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · $14M · 420 · 66th

  • IND $14M
  • IND 420
  • IND 66th
  • IND 401(k)
  • IND near Kugler Company 401(k) Profit Sharing Plan
  • IND ind #12564

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in the asset neighbourhood

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$14MKugler Company 401(k) Profit Sharing PlanKugler Company 401(k) Profit…$14MCovation Savings Plan$14MBold Penguin 401(k) Plan$14MHumacyte Global 401(k) Plan$14M
End-of-year total assets ($M) among Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Julia Dyckman Andrus Memorial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Julia Dyckman Andrus Memorial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.46695242444541% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $14.3M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 440 $12M
2023 1 420 $14M
2024 1 382 $14M

Julia Dyckman Andrus Memorial, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN132793295
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan, Total assets ($B): 0.014093442 · Participants: 420Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kugler Company 401(k) Profit Sharing Plan in NE ($14M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan grew sharply - up 15.6% during 2023, from $12M to $14M. Reported net income was $2M.
How have Julia Dyckman Andrus Memorial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julia Dyckman Andrus Memorial, Inc.'s sponsor-wide assets grew 17.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kugler Company 401(k) Profit Sharing Plan in NE ($14M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants, $36M 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 132793295.

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.