401(k) · DOL Form 5500 · 2023

Aronauer & Yudell LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$923,498
Avg per participant High balance/head
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Official DOL plan name: Aronauer & Yudell 401(k) Plan · Sponsored by Aronauer & Yudell LLP · New York · Professional & Technical Services

$4M in assets, 4 participants

Aronauer & Yudell LLP's Aronauer & Yudell 401(k) Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,337 in Professional & Technical Services (20,321 peers)

Aronauer & Yudell LLP multi-year trail

Aronauer & Yudell LLP's plans moved +17.7% in assets from 2022 to 2024; this filing shows Aronauer & Yudell 401(k) Plan at $4M / 4 participants.

#7,337
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Aronauer & Yudell 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aronauer & Yudell 401(k) Plan vs every filed plan by assets

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

$3,693,991 39th percentile higher than 39% 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

Aronauer & Yudell 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aronauer & Yudell 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aronauer & Yudell 401(k) Plan reported net income rose from -$748K in the plan year 2022 filing to $285K in the plan year 2023 filing.
  • Aronauer & Yudell 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134050756 · Aronauer & Yudell LLP PY 2023 · 401(k)

Aronauer & Yudell 401(k) Plan · $4M · 4 · 39th

  • EBSA $4M
  • EBSA 4
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Siegel, Barnett & Schultz, LLP 401(k) Plan
  • EBSA ind #7337

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 York →

Aronauer & Yudell 401(k) Plan in the asset neighbourhood

Aronauer & Yudell 401(k) Plan$4MSiegel, Barnett & Schultz, LLP 401(k) PlanSiegel, Barnett & Schultz, L…$4MLand Clearing Specialist Inc 401(k) Profit Sharing Plan & TrustLand Clearing Specialist Inc…$4MJcb Management Company LLC 401(k) Profit Sharing Plan and TrustJcb Management Company LLC 4…$4MJ. M. Bozeman Enterprises, Inc. 401(k) PlanJ. M. Bozeman Enterprises, I…$4M
End-of-year total assets ($M) among Aronauer & Yudell 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aronauer & Yudell LLP multi-year asset trail

Sponsor-wide plan assets over time

All Aronauer & Yudell LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.727093900420087% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.41M $4.01M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 3 $4M

Aronauer & Yudell LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$285K
Employer EIN134050756
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Aronauer & Yudell 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aronauer & Yudell 401(k) Plan, Total assets ($B): 0.003693991 · Participants: 4Aronauer & Yudell 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
Aronauer & Yudell 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Aronauer & Yudell 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Siegel, Barnett & Schultz, LLP 401(k) Plan in SD ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Aronauer & Yudell 401(k) Plan assets move in 2023?
Aronauer & Yudell 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $3M to $4M. Reported net income was $285K.
How have Aronauer & Yudell LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Aronauer & Yudell LLP's sponsor-wide assets grew 17.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Aronauer & Yudell 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Siegel, Barnett & Schultz, LLP 401(k) Plan in SD ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Aronauer & Yudell 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).