401(k) · DOL Form 5500 · 2022

Cazenovia Equipment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
190
Participants Below avg headcount
72nd
Percentile by assets National rank
$76,758
Avg per participant Below avg balance/head
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Official DOL plan name: Cazenovia Equipment Co., Inc. 401(k) Plan · Sponsored by Cazenovia Equipment Co., Inc. · New York · Retail Trade

$15M in assets, 190 participants

Cazenovia Equipment Co., Inc.'s Cazenovia Equipment Co., Inc. 401(k) Plan reported $15M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,840 in Retail Trade (9,519 peers)

Coverage in New York

Cazenovia Equipment Co., Inc. 401(k) Plan covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $15M.

#7,840
in Retail Trade (9,519 peers)
+0.8%
assets growth YoY

Cazenovia Equipment Co., Inc. 401(k) Plan's outsized position by total assets

Cazenovia Equipment Co., Inc. 401(k) Plan vs every filed plan by assets

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

$14,584,048 Top 28% higher than 72% 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

Cazenovia Equipment Co., Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cazenovia Equipment Co., Inc. 401(k) Plan sits mid-pack in the medium band (190 participants).

Form 5500 schedule snapshot

Filing strip 150619704 · Cazenovia Equipment Co., Inc. PY 2022 · 401(k)

Cazenovia Equipment Co., Inc. 401(k) Plan · $15M · 190 · 72nd

  • PHOTO $15M
  • PHOTO 190
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Pacific Residential Mortgage 401(k) Plan
  • PHOTO ind #7840

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 Retail Trade retirement plans → · Plans in New York →

Cazenovia Equipment Co., Inc. 401(k) Plan in the asset neighbourhood

Kaufman Lynn Construction, Inc. 401(k) Profit Sharing PlanKaufman Lynn Construction, I…$15MCazenovia Equipment Co., Inc. 401(k) PlanCazenovia Equipment Co., Inc…$15MPacific Residential Mortgage 401(k) PlanPacific Residential Mortgage…$15MPartners Bancorp 401(k) Plan$15MO9 Solutions 401(k) Plan$15M
End-of-year total assets ($M) among Cazenovia Equipment Co., Inc. 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)$14M
Net Assets (End of Year)$15M
Net Income$113K
Employer EIN150619704
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cazenovia Equipment Co., Inc.)

Sponsor-wide plan assets over time

All Cazenovia Equipment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 190 $15M
2023 1 174 $5M
2024 1 N/A N/A

Nearby 401(k) Plans in New York

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

Cazenovia Equipment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cazenovia Equipment Co., Inc. 401(k) Plan, Total assets ($B): 0.014584048 · Participants: 190Cazenovia Equipment Co., Inc. 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
Cazenovia Equipment Co., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cazenovia Equipment Co., Inc. 401(k) Plan side-by-side with 3 peers →

Cazenovia Equipment Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pacific Residential Mortgage 401(k) Plan in OR ($15M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Cazenovia Equipment Co., Inc. 401(k) Plan assets move in 2022? ▼
Cazenovia Equipment Co., Inc. 401(k) Plan held essentially flat - up 0.8% during 2022, from $14M to $15M. Reported net income was $113K.
Which 401(k) plans are similar in size to Cazenovia Equipment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Residential Mortgage 401(k) Plan in OR ($15M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Cazenovia Equipment Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M 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 150619704.

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.