401(k) · DOL Form 5500 · 2023
Delaware Otsego Corporation 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $152,257
- Avg per participant Above avg balance/head
Official DOL plan name: Doc & Nys & W Railway 401(k) Savings Plan & Trust · Sponsored by Delaware Otsego Corporation · New York · Transportation & Warehousing
$20M in assets, 134 participants
Delaware Otsego Corporation's Doc & Nys & W Railway 401(k) Savings Plan & Trust reported $20M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,441 in Transportation & Warehousing (3,362 peers)
Coverage in New York
Doc & Nys & W Railway 401(k) Savings Plan & Trust covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #2,441
- in Transportation & Warehousing (3,362 peers)
- +17.8%
- assets growth YoY
Doc & Nys & W Railway 401(k) Savings Plan & Trust's outsized position by total assets
Doc & Nys & W Railway 401(k) Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,402,501 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Doc & Nys & W Railway 401(k) Savings Plan & Trust 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. Doc & Nys & W Railway 401(k) Savings Plan & Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Doc & Nys & W Railway 401(k) Savings Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Doc & Nys & W Railway 401(k) Savings Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Doc & Nys & W Railway 401(k) Savings Plan & Trust reported participants rose from 121 in the plan year 2022 filing to 134 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 160913491 · Delaware Otsego Corporation PY 2023 · 401(k)
Doc & Nys & W Railway 401(k) Savings Plan & Trust · $20M · 134 · 73rd
- BOY $20M
- BOY 134
- BOY 73rd
- BOY 401(k)
- BOY near Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan
- BOY ind #2441
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 Transportation & Warehousing retirement plans → · Plans in New York →
Doc & Nys & W Railway 401(k) Savings Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 160913491 |
| Plan Effective Date | 1990-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Delaware Otsego Corporation)
Sponsor-wide plan assets over time
All Delaware Otsego Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 33.005483445146496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $17M |
| 2023 | 1 | 134 | $20M |
| 2024 | 1 | 127 | $23M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Doc & Nys & W Railway 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT ($20M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan (CT) $20M · 1,040
- Firemon, LLC 401(k) Plan (KS) $20M · 160
- The Hourly 401(k) Savings Plan (NH) $20M · 679
- Breeze Aviation Group 401(k) Team Member Plan (UT) $20M · 935
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Reed Oil Company 401(k) Profit Sharing Plan (PA) 134 · 0 off
- Dennison Lubricants 401(k) Plan (MA) 134 · 0 off
- All American Ford, Inc. 401(k) Profit Sharing Plan (NJ) 134 · 0 off
- Workramp, Inc. 401(k) Plan (CA) 134 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.