401(k) · DOL Form 5500 · 2023
Amerlux, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $99,727
- Avg per participant Below avg balance/head
Official DOL plan name: Amerlux Employee Savings Plan · Sponsored by Amerlux, LLC · New Jersey · Manufacturing
$17M in assets, 174 participants
Amerlux, LLC's Amerlux Employee Savings Plan reported $17M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #11,071 in Manufacturing (18,722 peers)
Coverage in New Jersey
Amerlux Employee Savings Plan covers 174 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.
- #11,071
- in Manufacturing (18,722 peers)
- +9.4%
- assets growth YoY
Amerlux Employee Savings Plan's outsized position by total assets
Amerlux Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,352,438 Top 30% higher than 70% 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
Amerlux Employee Savings Plan 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. Amerlux Employee Savings Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amerlux Employee Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Amerlux Employee Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Amerlux Employee Savings Plan reported participants rose from 167 in the plan year 2022 filing to 174 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 223770495 · Amerlux, LLC PY 2023 · 401(k)
Amerlux Employee Savings Plan · $17M · 174 · 70th
- PHOTO $17M
- PHOTO 174
- PHOTO 70th
- PHOTO 401(k)
- PHOTO near Landmark Properties Real Estate Partners, LLC 401(k) Plan
- PHOTO ind #11071
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 Manufacturing retirement plans → · Plans in New Jersey →
Amerlux Employee Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 223770495 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amerlux, LLC)
Sponsor-wide plan assets over time
All Amerlux, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 17.57339876683501% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $16M |
| 2023 | 1 | 174 | $17M |
| 2024 | 1 | 166 | $19M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Amerlux Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Landmark Properties Real Estate Partners, LLC 401(k) Plan in GA ($17M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Landmark Properties Real Estate Partners, LLC 401(k) Plan (GA) $17M · 988
- Bayfirst National Bank 401(k) Plan (FL) $17M · 278
- League of Conservation Voters, Inc. 401(k) Plan (DC) $17M · 201
- Catalyst Family 401(k) Plan (CA) $17M · 971
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
- Husky Corporation 401(k) Plan (MO) 174 · 0 off
- Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
- United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.