401(k) · DOL Form 5500 · 2023

Infusion Upstate Ny, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
138
Participants Small participant base
59th
Percentile by assets National rank
$75,253
Avg per participant Below avg balance/head
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Official DOL plan name: Infusion Upstate Ny, Inc. 401(k) Plan · Sponsored by Infusion Upstate Ny, Inc. · New York · Finance & Insurance

$10M in assets, 138 participants

Infusion Upstate Ny, Inc.'s Infusion Upstate Ny, Inc. 401(k) Plan reported $10M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,924 in Finance & Insurance (8,869 peers)

Coverage in New York

Infusion Upstate Ny, Inc. 401(k) Plan covers 138 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,924
in Finance & Insurance (8,869 peers)
+36.8%
assets growth YoY

Infusion Upstate Ny, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Infusion Upstate Ny, Inc. 401(k) Plan vs every filed plan by assets

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

$10,384,930 Top 41% higher than 59% 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

Infusion Upstate Ny, Inc. 401(k) 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. Infusion Upstate Ny, Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Infusion Upstate Ny, Inc. 401(k) Plan reported net income rose from -$413K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Infusion Upstate Ny, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Infusion Upstate Ny, Inc. 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161112200 · Infusion Upstate Ny, Inc. PY 2023 · 401(k)

Infusion Upstate Ny, Inc. 401(k) Plan · $10M · 138 · 59th

  • NET $10M
  • NET 138
  • NET 59th
  • NET 401(k)
  • NET near Metro Corp. Retirement Savings Plan
  • NET ind #3924

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 →

Infusion Upstate Ny, Inc. 401(k) Plan in the asset neighbourhood

Accelalpha, Inc. 401(k) Profit Sharing PlanAccelalpha, Inc. 401(k) Prof…$10MSiegel, Moreno & Stettler, Apc 401(k) PlanSiegel, Moreno & Stettler, A…$10MInfusion Upstate Ny, Inc. 401(k) PlanInfusion Upstate Ny, Inc. 40…$10MMetro Corp. Retirement Savings PlanMetro Corp. Retirement Savin…$10MFam LLC 401(k) Profit Sharing Plan and TrustFam LLC 401(k) Profit Sharin…$10M
End-of-year total assets ($M) among Infusion Upstate Ny, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN161112200
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infusion Upstate Ny, Inc.)

Sponsor-wide plan assets over time

All Infusion Upstate Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 64.5666182772817% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.59M $12.5M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 138 $10M
2024 1 183 $12M

Nearby 401(k) Plans in New York

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

Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Infusion Upstate Ny, Inc. 401(k) Plan, Total assets ($B): 0.01038493 · Participants: 138Infusion Upstate Ny, Inc. 401(k) PlanIBM 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
Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Infusion Upstate Ny, Inc. 401(k) Plan side-by-side with 3 peers →

Infusion Upstate Ny, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Metro Corp. Retirement Savings Plan in PA ($10M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Infusion Upstate Ny, Inc. 401(k) Plan assets move in 2023? ▼
Infusion Upstate Ny, Inc. 401(k) Plan surged - up 36.8% during 2023, from $8M to $10M. Reported net income was $3M.
How have Infusion Upstate Ny, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infusion Upstate Ny, Inc.'s sponsor-wide assets grew 64.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metro Corp. Retirement Savings Plan in PA ($10M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 161112200.

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.