401(k) · DOL Form 5500 · 2023

Aerzen USA Corp 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
170
Participants Small participant base
65th
Percentile by assets National rank
$77,649
Avg per participant Below avg balance/head
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Official DOL plan name: Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust · Sponsored by Aerzen USA Corp · Pennsylvania · Manufacturing

$13M in assets, 170 participants

Aerzen USA Corp's Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,778 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust covers 170 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#9,778
in Manufacturing (18,722 peers)
+24.8%
assets growth YoY

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,200,369 Top 35% higher than 65% 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

Aerzen USA Corp. 401(k) Profit Sharing 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. Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust reported participants rose from 160 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341384479 · Aerzen USA Corp PY 2023 · 401(k)

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust · $13M · 170 · 65th

  • IND $13M
  • EOY 170
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Keymark-Kasson & Keller Inc. 401(k) Plan
  • EIN ind #9778

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 Pennsylvania →

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Aerzen USA Corp. 401(k) Profit Sharing Plan & TrustAerzen USA Corp. 401(k) Prof…$13MKeymark-Kasson & Keller Inc. 401(k) PlanKeymark-Kasson & Keller Inc.…$13MLewis, Marenstein, Wicke, Sherwin & Lee, LLP 401(k) Retirement Savings PlanLewis, Marenstein, Wicke, Sh…$13MSalvagnini America 401(k) PlanSalvagnini America 401(k) Pl…$13MTri-Cities Community Health 403b PlanTri-Cities Community Health …$13M
End-of-year total assets ($M) among Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN341384479
Plan Effective Date1997-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerzen USA Corp)

Sponsor-wide plan assets over time

All Aerzen USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$18M 68.66193053710266% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.6M $17.8M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 160 $11M
2023 1 170 $13M
2024 1 194 $18M

Nearby 401(k) Plans in Pennsylvania

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

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013200369 · Participants: 170Aerzen USA Corp. 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Keymark-Kasson & Keller Inc. 401(k) Plan in NY ($13M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust grew sharply - up 24.8% during 2023, from $11M to $13M. Reported net income was $3M.
How have Aerzen USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aerzen USA Corp's sponsor-wide assets grew 68.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Keymark-Kasson & Keller Inc. 401(k) Plan in NY ($13M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Aerzen USA Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 341384479.

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.