401(k) · DOL Form 5500 · 2023

Servomation Refreshments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 90
Participants Small participant base: 30th
Percentile by assets National rank: $22,270
Avg per participant Low balance/head

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Official DOL plan name: Servomation Refreshments, Inc. 401(k) Plan · Sponsored by Servomation Refreshments, Inc. · New York · Wholesale Trade

$2M in assets, 90 participants

Servomation Refreshments, Inc.'s Servomation Refreshments, Inc. 401(k) Plan reported $2M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#1,246 in Wholesale Trade (6,309 peers)

Servomation Refreshments, Inc. multi-year trail

Servomation Refreshments, Inc.'s plans moved +26.1% in assets from 2023 to 2024; this filing shows Servomation Refreshments, Inc. 401(k) Plan at $2M / 90 participants.

#1,246
in Wholesale Trade (6,309 peers): +27.1%
assets growth YoY

Servomation Refreshments, Inc. 401(k) Plan among the smaller filed plans by assets

Servomation Refreshments, Inc. 401(k) Plan vs every filed plan by assets

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

$2,004,327 30th percentile higher than 30% 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

Servomation Refreshments, Inc. 401(k) 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. Servomation Refreshments, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 274374955 · Servomation Refreshments, Inc. PY 2023 · 401(k)

Servomation Refreshments, Inc. 401(k) Plan · $2M · 90 · 30th

5500 $2M
5500 90
5500 30th
5500 401(k)
5500 near Recoverytrek LLC 401(k) Profit Sharing Plan and Trust
5500 ind #1246

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Servomation Refreshments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Servomation Refreshments, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 26.080175540218736% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	90	$2M
2024	1	224	$3M

Servomation Refreshments, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$427K
Employer EIN	274374955
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Servomation Refreshments, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Servomation Refreshments, Inc. 401(k) Plan side-by-side with 3 peers →

Servomation Refreshments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Recoverytrek LLC 401(k) Profit Sharing Plan and Trust in VA ($2M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Recoverytrek LLC 401(k) Profit Sharing Plan and Trust (VA) $2M · 28
401(a) Thrift Plan of Golden Age, Inc. (MS) $2M · 281
Mesker Mbm 401(k) Plan (AL) $2M · 273
Goodwill Industries of New Mexico 403(b) Plan (NM) $2M · 390

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

International Marine Products Retirement Plan (CA) 90 · 0 off
Co-Op 401(k) Plan (WA) 90 · 0 off
Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
East Coast Mechanical Inc (FL) 90 · 0 off

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 Servomation Refreshments, Inc. 401(k) Plan assets move in 2023? ▼

Servomation Refreshments, Inc. 401(k) Plan grew sharply - up 27.1% during 2023, from $2M to $2M. Reported net income was $427K.

How have Servomation Refreshments, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Servomation Refreshments, Inc.'s sponsor-wide assets grew 26.1%, from $2M to $3M.

Which 401(k) plans are similar in size to Servomation Refreshments, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Recoverytrek LLC 401(k) Profit Sharing Plan and Trust in VA ($2M, 28 participants).

Which 401(k) plans cover a similar participant headcount to Servomation Refreshments, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 274374955.