401(k) · DOL Form 5500 · 2023

Canonical USA 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
190
Participants Below avg headcount
73rd
Percentile by assets National rank
$105,543
Avg per participant Below avg balance/head
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Official DOL plan name: Canonical USA 401(k) Profit Sharing Plan & Trust · Sponsored by Canonical USA · New Jersey · Professional & Technical Services

$20M in assets, 190 participants

Canonical USA's Canonical USA 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,731 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Canonical USA 401(k) Profit Sharing Plan & Trust covers 190 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#14,731
in Professional & Technical Services (20,321 peers)
+28.8%
assets growth YoY

Canonical USA 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Canonical USA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$20,053,119 Top 27% higher than 73% 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

Canonical USA 401(k) Profit Sharing Plan & 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. Canonical USA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Canonical USA 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Canonical USA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Canonical USA 401(k) Profit Sharing Plan & Trust reported participants rose from 174 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261194348 · Canonical USA PY 2023 · 401(k)

Canonical USA 401(k) Profit Sharing Plan & Trust · $20M · 190 · 73rd

  • VS-ST $20M
  • VS-ST 190
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near The Merchants National Bank Profit Sharing and 401(k) Savings Plan
  • VS-ST ind #14731

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Canonical USA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Canonical USA 401(k) Profit Sharing Plan & TrustCanonical USA 401(k) Profit …$20MThe Merchants National Bank Profit Sharing and 401(k) Savings PlanThe Merchants National Bank …$20MSystems LLC 401(k) Plan$20MCdf Labor Law LLP 401(k) Retirement Savings PlanCdf Labor Law LLP 401(k) Ret…$20MCribl 401(k) Plan$20M
End-of-year total assets ($M) among Canonical USA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN261194348
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Canonical USA)

Sponsor-wide plan assets over time

All Canonical USA plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.135726278694776% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.6M $23.8M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 174 $16M
2023 1 190 $20M
2024 1 198 $24M

Nearby 401(k) Plans in New Jersey

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

Canonical USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Canonical USA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.020053119 · Participants: 190Canonical USA 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Canonical USA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Canonical USA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Canonical USA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Merchants National Bank Profit Sharing and 401(k) Savings Plan in OH ($20M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Canonical USA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Canonical USA 401(k) Profit Sharing Plan & Trust grew sharply - up 28.8% during 2023, from $16M to $20M. Reported net income was $4M.
How have Canonical USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Canonical USA's sponsor-wide assets grew 53.1%, from $16M to $24M.
Which 401(k) plans are similar in size to Canonical USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Merchants National Bank Profit Sharing and 401(k) Savings Plan in OH ($20M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Canonical USA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 261194348.

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.