401(k) · DOL Form 5500 · 2023

Raulli & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
96
Participants Small participant base
75th
Percentile by assets National rank
$240,691
Avg per participant Above avg balance/head
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Official DOL plan name: Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan · Sponsored by Raulli & Sons, Inc. · New York · Manufacturing

$23M in assets, 96 participants

Raulli & Sons, Inc.'s Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported $23M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,303 in Manufacturing (18,722 peers)

Where Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan sits by assets

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 96 participants (~$240,691/participant), up 3.2% in 2023.

#12,303
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan's outsized position by total assets

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan vs every filed plan by assets

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

$23,106,296 Top 25% higher than 75% 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

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement 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. Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $720K in the plan year 2023 filing.
  • Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported participants fell from 99 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150616714 · Raulli & Sons, Inc. PY 2023 · 401(k)

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan · $23M · 96 · 75th

  • VS-ST $23M
  • VS-ST 96
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Microvision, Inc. 401(k) Retirement Plan
  • VS-ST ind #12303

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 Manufacturing retirement plans → · Plans in New York →

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan in the asset neighbourhood

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement PlanRaulli & Sons, Inc. the Empl…$23MMicrovision, Inc. 401(k) Retirement PlanMicrovision, Inc. 401(k) Ret…$23MThe Habitat Company Employees' Retirement & Savings PlanThe Habitat Company Employee…$23MHope Haven, Inc. 403(b) Retirement PlanHope Haven, Inc. 403(b) Reti…$23MIntegrated Computer Solutions, Inc. Profit Sharing Retirement PlanIntegrated Computer Solution…$23M
End-of-year total assets ($M) among Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$720K
Employer EIN150616714
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raulli & Sons, Inc.)

Sponsor-wide plan assets over time

All Raulli & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.517315722104707% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $33.8M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 202 $30M
2023 2 201 $30M
2024 2 198 $34M

Nearby 401(k) Plans in New York

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

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan, Total assets ($B): 0.023106296 · Participants: 96Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement 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
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Microvision, Inc. 401(k) Retirement Plan in WA ($23M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan assets move in 2023?
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan edged up modestly - up 3.2% during 2023, from $22M to $23M. Reported net income was $720K.
How have Raulli & Sons, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Raulli & Sons, Inc.'s sponsor-wide assets grew 14.5%, from $30M to $34M.
Where does Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan rank by assets among Form 5500 filers?
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Microvision, Inc. 401(k) Retirement Plan in WA ($23M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M in assets).