401(k) · DOL Form 5500 · 2023

American Society of Mechanical Engineers 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
382
Participants Below avg headcount
89th
Percentile by assets National rank
$197,796
Avg per participant Above avg balance/head
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Official DOL plan name: American Society of Mechanical Engineers 401(k) Plan · Sponsored by American Society of Mechanical Engineers · New York · Educational Services

$76M in assets, 382 participants

American Society of Mechanical Engineers's American Society of Mechanical Engineers 401(k) Plan reported $76M in total assets and 382 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,014 in Educational Services (3,735 peers)

Coverage in New York

American Society of Mechanical Engineers 401(k) Plan covers 382 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $76M.

#3,014
in Educational Services (3,735 peers)
+29.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

American Society of Mechanical Engineers 401(k) Plan's outsized position by total assets

American Society of Mechanical Engineers 401(k) Plan vs every filed plan by assets

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

$75,558,046 Top 11% higher than 89% 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

American Society of Mechanical Engineers 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. American Society of Mechanical Engineers 401(k) Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Society of Mechanical Engineers 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • American Society of Mechanical Engineers 401(k) Plan end-of-year assets rose from $59M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • American Society of Mechanical Engineers 401(k) Plan reported participants rose from 372 in the plan year 2022 filing to 382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131623899 · American Society of Mechanical Engineers PY 2023 · 401(k)

American Society of Mechanical Engineers 401(k) Plan · $76M · 382 · 89th

  • SCH $76M
  • EBSA 382
  • PART 89th
  • TYPE 401(k)
  • NET near Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan
  • BOOK ind #3014

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 Educational Services retirement plans → · Plans in New York →

American Society of Mechanical Engineers 401(k) Plan in the asset neighbourhood

First Advantage Corporation 401(k) PlanFirst Advantage Corporation …$76MAmerican Society of Mechanical Engineers 401(k) PlanAmerican Society of Mechanic…$76MWade Trim Group, Inc. Profit Sharing & 401(k) Savings PlanWade Trim Group, Inc. Profit…$76MYoung Living Holdings, LLC$76MArc International North America 401(k) RetirementArc International North Amer…$76M
End-of-year total assets ($M) among American Society of Mechanical Engineers 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)$59M
Net Assets (End of Year)$76M
Net Income$17M
Employer EIN131623899
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Society of Mechanical Engineers)

Sponsor-wide plan assets over time

All American Society of Mechanical Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$189M 28.03112893196119% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $148M $189M ▲ +28.0%
Year Plans Participants Total Assets
2022 3 663 $148M
2023 3 651 $172M
2024 3 661 $189M

Nearby 401(k) Plans in New York

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

American Society of Mechanical Engineers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants American Society of Mechanical Engineers 401(k) Plan, Total assets ($B): 0.075558046 · Participants: 382American Society of Mechanical Engineers 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
American Society of Mechanical Engineers 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare American Society of Mechanical Engineers 401(k) Plan side-by-side with 3 peers →

American Society of Mechanical Engineers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan in MI ($76M); by covered participants it is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 American Society of Mechanical Engineers 401(k) Plan assets move in 2023? ▼
American Society of Mechanical Engineers 401(k) Plan grew sharply - up 29.0% during 2023, from $59M to $76M. Reported net income was $17M.
How have American Society of Mechanical Engineers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Society of Mechanical Engineers's sponsor-wide assets grew 28.0%, from $148M to $189M.
Where does American Society of Mechanical Engineers 401(k) Plan rank by assets among Form 5500 filers? ▼
American Society of Mechanical Engineers 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Society of Mechanical Engineers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wade Trim Group, Inc. Profit Sharing & 401(k) Savings Plan in MI ($76M, 594 participants).
Which 401(k) plans cover a similar participant headcount to American Society of Mechanical Engineers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clow Valve Company Hourly 401(k) Retirement Plan in AL (382 participants, $12M 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 131623899.

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.