401(k) · DOL Form 5500 · 2023

Azure Asset Management LLC 401(k) Plan

Data updated 2026-08-25

$763K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$152,505
Avg per participant Above avg balance/head
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Official DOL plan name: Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Azure Asset Management LLC · New York · Finance & Insurance

$763K in assets, 5 participants

Azure Asset Management LLC's Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust reported $763K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,178 in Finance & Insurance (8,869 peers)

Azure Asset Management LLC multi-year trail

Azure Asset Management LLC's plans moved +89.4% in assets from 2022 to 2024; this filing shows Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust at $763K / 5 participants.

#1,178
in Finance & Insurance (8,869 peers)
+33.6%
assets growth YoY

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$762,526 21st percentile higher than 21% 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

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$87K in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $571K in the plan year 2022 filing to $763K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271781571 · Azure Asset Management LLC PY 2023 · 401(k)

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust · $763K · 5 · 21st

  • SCH $763K
  • SCH 5
  • SCH 21st
  • SCH 401(k)
  • SCH near Vulcan, Inc. 401(k) Plan
  • SCH ind #1178

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 →

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Azure Asset Management LLC 401(k) Profit Sharing Plan & TrustAzure Asset Management LLC 4…$763KVulcan, Inc. 401(k) Plan$763KChoice Machine, Inc. 401(k) PlanChoice Machine, Inc. 401(k) …$763KTrajan Corp 401(k) Plan$762KHighland & Associates, Inc. 401(k) PlanHighland & Associates, Inc. …$763K
End-of-year total assets ($M) among Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Azure Asset Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Azure Asset Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 89.41908604646682% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.57M $1.08M ▲ +89.5%
Year Plans Participants Total Assets
2022 1 5 $571K
2023 1 5 $763K
2024 1 5 $1M

Azure Asset Management LLC filing trail (2023)

Total Assets (Beginning of Year)$571K
Net Assets (End of Year)$763K
Net Income$192K
Employer EIN271781571
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000762526 · Participants: 5Azure Asset Management LLC 401(k) Profit Sharing Plan & TrustIBM 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
Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vulcan, Inc. 401(k) Plan in AL ($763K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($763K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust surged - up 33.6% during 2023, from $571K to $763K. Reported net income was $192K.
How have Azure Asset Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Azure Asset Management LLC's sponsor-wide assets grew 89.4%, from $571K to $1M.
Where does Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vulcan, Inc. 401(k) Plan in AL ($763K, 264 participants).
Which 401(k) plans cover a similar participant headcount to Azure Asset Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 271781571.

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.