401(k) · DOL Form 5500 · 2023

Cazenovia Recovery Systems, in 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
141
Participants Small participant base
32nd
Percentile by assets National rank
$15,550
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. · Sponsored by Cazenovia Recovery Systems, in · New York · Unclassified

$2M in assets, 141 participants

Cazenovia Recovery Systems, in's 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. reported $2M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #23 in Unclassified (42 peers)

Coverage in New York

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $2M.

#23
in Unclassified (42 peers)
+49.2%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. among the smaller filed plans by assets

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. vs every filed plan by assets

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

$2,192,620 32nd percentile higher than 32% 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

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. 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. 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. reported net income rose from $67K in the plan year 2022 filing to $723K in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. reported participants rose from 122 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222314610 · Cazenovia Recovery Systems, in PY 2023 · 401(k)

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. · $2M · 141 · 32nd

  • VS-ST $2M
  • BOY 141
  • SCH 32nd
  • EBSA 401(k)
  • PART near Sti 401(k) Plan
  • TYPE ind #23

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 Unclassified retirement plans → · Plans in New York →

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.401(k) Profit Sharing Plan f…$2MSti 401(k) Plan$2MHighgate Hotels 1081. 01(D) PlanHighgate Hotels 1081. 01(D) …$2MAir Pegasus Heliport, Inc. 401(k) Profit Sharing PlanAir Pegasus Heliport, Inc. 4…$2MDynasty Advisors LLC 401(k) Profit Sharing Plan & TrustDynasty Advisors LLC 401(k) …$2M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$723K
Employer EIN222314610
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cazenovia Recovery Systems, in)

Sponsor-wide plan assets over time

All Cazenovia Recovery Systems, in plans reported in each filing year

Latest sponsor-wide plan assets
$3M 80.65852893188658% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.47M $2.65M ▲ +80.3%
Year Plans Participants Total Assets
2022 1 122 $1M
2023 1 141 $2M
2024 1 180 $3M

Nearby 401(k) Plans in New York

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

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc., Total assets ($B): 0.00219262 · Participants: 141401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.IBM 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
401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. vs. nearby 401(k) plans in New York, assets vs. participants

401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sti 401(k) Plan in OH ($2M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. assets move in 2023?
401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc. surged - up 49.2% during 2023, from $1M to $2M. Reported net income was $723K.
How have Cazenovia Recovery Systems, in plan assets changed over time?
Across 3 plan years on file (2022-2024), Cazenovia Recovery Systems, in's sponsor-wide assets grew 80.7%, from $1M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.?
Among 401(k) plans in other states, the closest by assets is Sti 401(k) Plan in OH ($2M, 37 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Cazenovia Recovery Systems, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A in assets).