401(k) · DOL Form 5500 · 2023

Make the Road New York 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
302
Participants Below avg headcount
58th
Percentile by assets National rank
$31,554
Avg per participant Low balance/head
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Official DOL plan name: Make the Road New York 401(k) Profit Sharing Plan and Trust · Sponsored by Make the Road New York · New York · Other Services

$10M in assets, 302 participants

Make the Road New York's Make the Road New York 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,936 in Other Services (7,857 peers)

Coverage in New York

Make the Road New York 401(k) Profit Sharing Plan and Trust covers 302 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $10M.

#5,936
in Other Services (7,857 peers)
+36.7%
assets growth YoY

Make the Road New York 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Make the Road New York 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,529,319 Top 42% higher than 58% 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

Make the Road New York 401(k) Profit Sharing Plan and Trust 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. Make the Road New York 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Make the Road New York 401(k) Profit Sharing Plan and Trust reported net income rose from -$102K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Make the Road New York 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Make the Road New York 401(k) Profit Sharing Plan and Trust reported participants rose from 299 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 113344389 · Make the Road New York PY 2023 · 401(k)

Make the Road New York 401(k) Profit Sharing Plan and Trust · $10M · 302 · 58th

  • PHOTO $10M
  • IND 302
  • EOY 58th
  • 5500 401(k)
  • ASSETS near Ohana Pacific Management Company Retirement Plan
  • PCT ind #5936

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 Other Services retirement plans → · Plans in New York →

Make the Road New York 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Make the Road New York 401(k) Profit Sharing Plan and TrustMake the Road New York 401(k…$10MOhana Pacific Management Company Retirement PlanOhana Pacific Management Com…$10MFirst Resource Bank 401(k) Profit Sharing PlanFirst Resource Bank 401(k) P…$10MEast Arkansas Family Health Center, Inc. 401(k) Profit Sharing PlanEast Arkansas Family Health …$10MGreene County Health Care, Inc. 401(k) PlanGreene County Health Care, I…$10M
End-of-year total assets ($M) among Make the Road New York 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN113344389
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Make the Road New York)

Sponsor-wide plan assets over time

All Make the Road New York plans reported in each filing year

Latest sponsor-wide plan assets
$12M 73.4854486852039% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.97M $12.1M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 299 $7M
2023 1 302 $10M
2024 1 312 $12M

Nearby 401(k) Plans in New York

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

Make the Road New York 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Make the Road New York 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009529319 · Participants: 302Make the Road New York 401(k) Profit Sharing Plan and 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
Make the Road New York 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Make the Road New York 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Make the Road New York 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ohana Pacific Management Company Retirement Plan in HI ($10M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Make the Road New York 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Make the Road New York 401(k) Profit Sharing Plan and Trust surged - up 36.7% during 2023, from $7M to $10M. Reported net income was $3M.
How have Make the Road New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Make the Road New York's sponsor-wide assets grew 73.5%, from $7M to $12M.
Which 401(k) plans are similar in size to Make the Road New York 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ohana Pacific Management Company Retirement Plan in HI ($10M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Make the Road New York 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 participants, N/A 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 113344389.

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.