401(k) · DOL Form 5500 · 2023

Aeffe USA, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 17
Participants Small participant base: 31st
Percentile by assets National rank: $122,457
Avg per participant Near avg balance/head

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Official DOL plan name: Aeffe USA 401(k) Savings Plan · Sponsored by Aeffe USA, Inc. · New York · Wholesale Trade

$2M in assets, 17 participants

Aeffe USA, Inc.'s Aeffe USA 401(k) Savings Plan reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#1,270 in Wholesale Trade (6,309 peers)

Aeffe USA, Inc. multi-year trail

Aeffe USA, Inc.'s plans moved +27.8% in assets from 2022 to 2023; this filing shows Aeffe USA 401(k) Savings Plan at $2M / 17 participants.

#1,270
in Wholesale Trade (6,309 peers): +27.8%
assets growth YoY

Aeffe USA 401(k) Savings Plan among the smaller filed plans by assets

Aeffe USA 401(k) Savings Plan vs every filed plan by assets

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

$2,081,763 31st percentile higher than 31% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aeffe USA 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aeffe USA 401(k) Savings Plan is a small filing (17 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aeffe USA 401(k) Savings Plan reported net income rose from -$200K in the plan year 2022 filing to $453K in the plan year 2023 filing.
Aeffe USA 401(k) Savings Plan reported participants rose from 13 in the plan year 2022 filing to 17 in the plan year 2023 filing.
Aeffe USA 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133405702 · Aeffe USA, Inc. PY 2023 · 401(k)

Aeffe USA 401(k) Savings Plan · $2M · 17 · 31st

SCH $2M
SCH 17
SCH 31st
SCH 401(k)
SCH near Hudson Ford LLC 401(k) Plan
SCH ind #1270

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Aeffe USA 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aeffe USA, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 27.848939291862244% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	13	$2M
2023	1	17	$2M

Aeffe USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$453K
Employer EIN	133405702
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Aeffe USA 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Aeffe USA 401(k) Savings Plan side-by-side with 3 peers →

Aeffe USA 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hudson Ford LLC 401(k) Plan in WI ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Hudson Ford LLC 401(k) Plan (WI) $2M · 127
Megan S.K. Wiese, M.D., P.C. 401(k) Plan (AZ) $2M · 8
Pinnacle Services, Inc. 401(k) Plan and Trust (MN) $2M · 84
Aspen Transportation Svc 401(k) Plan (MA) $2M · 6

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan (CA) 17 · 0 off
Cjp Encore, Inc. 401(k) Profit Sharing Plan (TX) 17 · 0 off
Wicap 401 (K) Plan (ID) 17 · 0 off
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan (CA) 17 · 0 off

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 Aeffe USA 401(k) Savings Plan assets move in 2023? ▼

Aeffe USA 401(k) Savings Plan grew sharply - up 27.8% during 2023, from $2M to $2M. Reported net income was $453K.

How have Aeffe USA, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Aeffe USA, Inc.'s sponsor-wide assets grew 27.8%, from $2M to $2M.

Which 401(k) plans are similar in size to Aeffe USA 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hudson Ford LLC 401(k) Plan in WI ($2M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Aeffe USA 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 133405702.