401(k) · DOL Form 5500 · 2023

Andrew & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
392
Participants Below avg headcount
77th
Percentile by assets National rank
$66,550
Avg per participant Below avg balance/head
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Official DOL plan name: Andrew & Sons, LLC 401(k) Plan · Sponsored by Andrew & Sons, LLC · New York · Wholesale Trade

$26M in assets, 392 participants

Andrew & Sons, LLC's Andrew & Sons, LLC 401(k) Plan reported $26M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,778 in Wholesale Trade (6,309 peers)

Coverage in New York

Andrew & Sons, LLC 401(k) Plan covers 392 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $26M.

#4,778
in Wholesale Trade (6,309 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Andrew & Sons, LLC 401(k) Plan's outsized position by total assets

Andrew & Sons, LLC 401(k) Plan vs every filed plan by assets

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

$26,087,565 Top 23% higher than 77% 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

Andrew & Sons, LLC 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. Andrew & Sons, LLC 401(k) Plan sits mid-pack in the medium band (392 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andrew & Sons, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Andrew & Sons, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Andrew & Sons, LLC 401(k) Plan reported participants rose from 365 in the plan year 2022 filing to 392 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134121233 · Andrew & Sons, LLC PY 2023 · 401(k)

Andrew & Sons, LLC 401(k) Plan · $26M · 392 · 77th

  • PART $26M
  • PART 392
  • PART 77th
  • PART 401(k)
  • PART near Main Street Bank 401(k) and Profit Sharing Plan
  • PART ind #4778

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 →

Andrew & Sons, LLC 401(k) Plan in the asset neighbourhood

Andrew & Sons, LLC 401(k) PlanAndrew & Sons, LLC 401(k) Pl…$26MMain Street Bank 401(k) and Profit Sharing PlanMain Street Bank 401(k) and …$26MBound to Stay Bound Books, Inc. 401(k) Profit Sharing PlanBound to Stay Bound Books, I…$26MAssociation of Certified Fraud Examiners, Inc. 401(k) Profit Sharing PlanAssociation of Certified Fra…$26MYelcot Holding Group, Inc. 401(k) Profit Sharing PlanYelcot Holding Group, Inc. 4…$26M
End-of-year total assets ($M) among Andrew & Sons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN134121233
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andrew & Sons, LLC)

Sponsor-wide plan assets over time

All Andrew & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 46.293905411940244% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $31.8M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 365 $22M
2023 1 392 $26M
2024 1 404 $32M

Nearby 401(k) Plans in New York

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

Andrew & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Andrew & Sons, LLC 401(k) Plan, Total assets ($B): 0.026087565 · Participants: 392Andrew & Sons, LLC 401(k) 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
Andrew & Sons, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Andrew & Sons, LLC 401(k) Plan side-by-side with 3 peers →

Andrew & Sons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Main Street Bank 401(k) and Profit Sharing Plan in MA ($26M); by covered participants it is Heska Corporation 401(k) Plan in CO (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Andrew & Sons, LLC 401(k) Plan assets move in 2023? ▼
Andrew & Sons, LLC 401(k) Plan grew sharply - up 20.2% during 2023, from $22M to $26M. Reported net income was $4M.
How have Andrew & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew & Sons, LLC's sponsor-wide assets grew 46.3%, from $22M to $32M.
Where does Andrew & Sons, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Andrew & Sons, LLC 401(k) Plan ranks in the 77th 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 Andrew & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Main Street Bank 401(k) and Profit Sharing Plan in MA ($26M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Andrew & Sons, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heska Corporation 401(k) Plan in CO (392 participants, N/A 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 134121233.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.