401(k) · DOL Form 5500 · 2023

U.S. News & World Report, L.P. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
415
Participants Below avg headcount
88th
Percentile by assets National rank
$160,905
Avg per participant Above avg balance/head
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Official DOL plan name: U.S. News & World Report, L.P. 401(k) Plan · Sponsored by U.S. News & World Report, L.P. · New York · Information & Media

$67M in assets, 415 participants

U.S. News & World Report, L.P.'s U.S. News & World Report, L.P. 401(k) Plan reported $67M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,345 in Information & Media (2,818 peers)

Where U.S. News & World Report, L.P. 401(k) Plan sits by assets

U.S. News & World Report, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 415 participants (~$160,905/participant), up 18.5% in 2023.

#2,345
in Information & Media (2,818 peers)
+18.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

U.S. News & World Report, L.P. 401(k) Plan's outsized position by total assets

U.S. News & World Report, L.P. 401(k) Plan vs every filed plan by assets

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

$66,775,525 Top 12% higher than 88% 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

U.S. News & World Report, L.P. 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. U.S. News & World Report, L.P. 401(k) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. News & World Report, L.P. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • U.S. News & World Report, L.P. 401(k) Plan reported participants rose from 335 in the plan year 2022 filing to 415 in the plan year 2023 filing.
  • U.S. News & World Report, L.P. 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521399776 · U.S. News & World Report, L.P. PY 2023 · 401(k)

U.S. News & World Report, L.P. 401(k) Plan · $67M · 415 · 88th

  • IND $67M
  • EOY 415
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Cimarron Software Services, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2345

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 Information & Media retirement plans → · Plans in New York →

U.S. News & World Report, L.P. 401(k) Plan in the asset neighbourhood

Santafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc. 401…$67MU.S. News & World Report, L.P. 401(k) PlanU.S. News & World Report, L.…$67MCimarron Software Services, Inc. 401(k) Profit Sharing PlanCimarron Software Services, …$67MIndependent Physicians 401(k) Profit Sharing PlanIndependent Physicians 401(k…$67MHogantaylor LLP 401(k) Profit Sharing PlanHogantaylor LLP 401(k) Profi…$67M
End-of-year total assets ($M) among U.S. News & World Report, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN521399776
Plan Effective Date2017-09-04
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. News & World Report, L.P.)

Sponsor-wide plan assets over time

All U.S. News & World Report, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 43.439066901027076% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.4M $80.9M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 335 $56M
2023 1 415 $67M
2024 1 424 $81M

Nearby 401(k) Plans in New York

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

U.S. News & World Report, L.P. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants U.S. News & World Report, L.P. 401(k) Plan, Total assets ($B): 0.066775525 · Participants: 415U.S. News & World Report, L.P. 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
U.S. News & World Report, L.P. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare U.S. News & World Report, L.P. 401(k) Plan side-by-side with 3 peers →

U.S. News & World Report, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cimarron Software Services, Inc. 401(k) Profit Sharing Plan in TX ($67M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 U.S. News & World Report, L.P. 401(k) Plan assets move in 2023? ▼
U.S. News & World Report, L.P. 401(k) Plan grew sharply - up 18.5% during 2023, from $56M to $67M. Reported net income was $10M.
How have U.S. News & World Report, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. News & World Report, L.P.'s sponsor-wide assets grew 43.4%, from $56M to $81M.
Where does U.S. News & World Report, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
U.S. News & World Report, L.P. 401(k) Plan ranks in the 88th 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 U.S. News & World Report, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cimarron Software Services, Inc. 401(k) Profit Sharing Plan in TX ($67M, 308 participants).
Which 401(k) plans cover a similar participant headcount to U.S. News & World Report, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M 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 521399776.

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.