401(k) · DOL Form 5500 · 2023

Emery & Webb, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
99
Participants Small participant base
64th
Percentile by assets National rank
$132,090
Avg per participant Near avg balance/head
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Official DOL plan name: Emery & Webb 401(k) Savings Plan · Sponsored by Emery & Webb, Inc. · New York · Finance & Insurance

$13M in assets, 99 participants

Emery & Webb, Inc.'s Emery & Webb 401(k) Savings Plan reported $13M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,378 in Finance & Insurance (8,869 peers)

Emery & Webb, Inc. multi-year trail

Emery & Webb, Inc.'s plans moved +19.9% in assets from 2022 to 2024; this filing shows Emery & Webb 401(k) Savings Plan at $13M / 99 participants.

#4,378
in Finance & Insurance (8,869 peers)
+6.4%
assets growth YoY

Emery & Webb 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Emery & Webb 401(k) Savings Plan vs every filed plan by assets

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

$13,076,873 Top 36% higher than 64% 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

Emery & Webb 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emery & Webb 401(k) Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emery & Webb 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $786K in the plan year 2023 filing.
  • Emery & Webb 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Emery & Webb 401(k) Savings Plan reported participants rose from 98 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141162720 · Emery & Webb, Inc. PY 2023 · 401(k)

Emery & Webb 401(k) Savings Plan · $13M · 99 · 64th

  • BOOK $13M
  • BOOK 99
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Bolt Financial, Inc. 401(k) Plan
  • BOOK ind #4378

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 →

Emery & Webb 401(k) Savings Plan in the asset neighbourhood

Emery & Webb 401(k) Savings PlanEmery & Webb 401(k) Savings …$13MBolt Financial, Inc. 401(k) PlanBolt Financial, Inc. 401(k) …$13MWilson Lumber Company, Inc. 401(k) Profit Sharing PlanWilson Lumber Company, Inc. …$13MGb Sales & Service, Inc. Employees 401(k) PlanGb Sales & Service, Inc. Emp…$13MShifamed LLC 401(k) Profit Sharing PlanShifamed LLC 401(k) Profit S…$13M
End-of-year total assets ($M) among Emery & Webb 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Emery & Webb, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Emery & Webb, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.88707472918846% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16M $19.1M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 179 $16M
2023 2 184 $17M
2024 2 169 $19M

Emery & Webb, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$786K
Employer EIN141162720
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Emery & Webb 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Emery & Webb 401(k) Savings Plan, Total assets ($B): 0.013076873 · Participants: 99Emery & Webb 401(k) Savings 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
Emery & Webb 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Emery & Webb 401(k) Savings Plan side-by-side with 3 peers →

Emery & Webb 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bolt Financial, Inc. 401(k) Plan in CA ($13M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Emery & Webb 401(k) Savings Plan assets move in 2023? ▼
Emery & Webb 401(k) Savings Plan grew at a solid clip - up 6.4% during 2023, from $12M to $13M. Reported net income was $786K.
How have Emery & Webb, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emery & Webb, Inc.'s sponsor-wide assets grew 19.9%, from $16M to $19M.
Which 401(k) plans are similar in size to Emery & Webb 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolt Financial, Inc. 401(k) Plan in CA ($13M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Emery & Webb 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 141162720.

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.