401(k) · DOL Form 5500 · 2023
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $61,459
- Avg per participant Low balance/head
Official DOL plan name: Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan · Sponsored by Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates · New York · Retail Trade
$14M in assets, 230 participants
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates's Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan reported $14M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #6,450 in Retail Trade (8,414 peers)
Coverage in New York
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan covers 230 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #6,450
- in Retail Trade (8,414 peers)
- +16.9%
- assets growth YoY
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,135,559 Top 34% higher than 66% 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
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 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. Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan reported net income rose from -$272K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 230 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 112393206 · Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates PY 2023 · 401(k)
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan · $14M · 230 · 66th
- ASSETS $14M
- ASSETS 230
- ASSETS 66th
- ASSETS 401(k)
- ASSETS near Sears Manufacturing Co. UAW 401(k) Plan
- ASSETS ind #6450
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 Retail Trade retirement plans → · Plans in New York →
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 112393206 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates)
Sponsor-wide plan assets over time
All Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 35.561703510859815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $12M |
| 2023 | 1 | 230 | $14M |
| 2024 | 1 | 263 | $16M |
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
Udell Jewelers, Inc. D/B/a London Jewelers & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sears Manufacturing Co. UAW 401(k) Plan in IA ($14M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Sears Manufacturing Co. UAW 401(k) Plan (IA) $14M · 549
- Builders Warehouse, Inc. 401(k) Profit Sharing Plan (NE) $14M · 298
- Community First Solutions 401(k) Plan (OH) $14M · 431
- Stars Companies Retirement Plan (FL) $14M · 177
Similar participant headcount
Nearest other-state filings by covered participants (230 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.