401(k) · DOL Form 5500 · 2022

Bartlett Rochester & Distribution 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
130
Participants Small participant base
30th
Percentile by assets National rank
$12,028
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartlett Rochester & Distribution 401(k) Plan · Sponsored by Bartlett Rochester & Distribution · New York · Wholesale Trade

$2M in assets, 130 participants

Bartlett Rochester & Distribution's Bartlett Rochester & Distribution 401(k) Plan reported $2M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,249 in Wholesale Trade (6,843 peers)

Coverage in New York

Bartlett Rochester & Distribution 401(k) Plan covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $2M.

#1,249
in Wholesale Trade (6,843 peers)
-8.7%
assets change YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bartlett Rochester & Distribution 401(k) Plan among the smaller filed plans by assets

Bartlett Rochester & Distribution 401(k) Plan vs every filed plan by assets

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

$1,563,700 30th percentile higher than 30% 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

Bartlett Rochester & Distribution 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. Bartlett Rochester & Distribution 401(k) Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 743168509 · Bartlett Rochester & Distribution PY 2022 · 401(k)

Bartlett Rochester & Distribution 401(k) Plan · $2M · 130 · 30th

  • PHOTO $2M
  • PHOTO 130
  • PHOTO 30th
  • PHOTO 401(k)
  • PHOTO near Ursus Inc 401(k) and Profit Sharing Plan
  • PHOTO ind #1249

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 →

Bartlett Rochester & Distribution 401(k) Plan in the asset neighbourhood

Bartlett Rochester & Distribution 401(k) PlanBartlett Rochester & Distrib…$2MUrsus Inc 401(k) and Profit Sharing PlanUrsus Inc 401(k) and Profit …$2MGreystone Ob/Gyn, PC 401(k) PlanGreystone Ob/Gyn, PC 401(k) …$2MWindow World of Baton Rouge 401(k) PlanWindow World of Baton Rouge …$2MCharles Ann Enterprises, Inc. 401(k) Profit Sharing PlanCharles Ann Enterprises, Inc…$2M
End-of-year total assets ($M) among Bartlett Rochester & Distribution 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)$2M
Net Assets (End of Year)$2M
Net Income-$149K
Employer EIN743168509
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett Rochester & Distribution)

Sponsor-wide plan assets over time

All Bartlett Rochester & Distribution plans reported in each filing year

Latest sponsor-wide plan assets
$3M 60.80961821321226% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.56M $2.51M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 130 $2M
2023 1 90 $2M
2024 1 201 $3M

Nearby 401(k) Plans in New York

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

Bartlett Rochester & Distribution 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bartlett Rochester & Distribution 401(k) Plan, Total assets ($B): 0.0015637 · Participants: 130Bartlett Rochester & Distribution 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
Bartlett Rochester & Distribution 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bartlett Rochester & Distribution 401(k) Plan side-by-side with 3 peers →

Bartlett Rochester & Distribution 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ursus Inc 401(k) and Profit Sharing Plan in CA ($2M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Bartlett Rochester & Distribution 401(k) Plan assets move in 2022? ▼
Bartlett Rochester & Distribution 401(k) Plan pulled back noticeably - down 8.7% during 2022, from $2M to $2M. Reported net income was -$149K.
How have Bartlett Rochester & Distribution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett Rochester & Distribution's sponsor-wide assets grew 60.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Bartlett Rochester & Distribution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ursus Inc 401(k) and Profit Sharing Plan in CA ($2M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Rochester & Distribution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 743168509.

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.