401(k) · DOL Form 5500 · 2023
Drivewealth Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 345
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $34,290
- Avg per participant Low balance/head
Official DOL plan name: Drivewealth 401(k) Plan · Sponsored by Drivewealth Holdings, Inc. · New York · Management of Enterprises
$12M in assets, 345 participants
Drivewealth Holdings, Inc.'s Drivewealth 401(k) Plan reported $12M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #467 in Management of Enterprises (1,137 peers)
Coverage in New York
Drivewealth 401(k) Plan covers 345 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $12M.
- #467
- in Management of Enterprises (1,137 peers)
- $6M
- reported net income
Drivewealth 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Drivewealth 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,829,965 Top 38% higher than 62% 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
Drivewealth 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. Drivewealth 401(k) Plan sits mid-pack in the medium band (345 participants).
Published 5500 schedule card
Filing strip 473891786 · Drivewealth Holdings, Inc. PY 2023 · 401(k)
Drivewealth 401(k) Plan · $12M · 345 · 62nd
- BOY $12M
- SCH 345
- EBSA 62nd
- PART 401(k)
- TYPE near Azura Credit Union Capital Accumulation Plan
- NET ind #467
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 Management of Enterprises retirement plans → · Plans in New York →
Drivewealth 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $6M |
| Employer EIN | 473891786 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Drivewealth Holdings, Inc.)
Sponsor-wide plan assets over time
All Drivewealth Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 41.93897446019494% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 345 | $12M |
| 2024 | 1 | 296 | $17M |
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
Drivewealth 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Azura Credit Union Capital Accumulation Plan in KS ($12M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- Bcc Engineering, LLC. Retirement Plan and Trust (FL) 345 · 0 off
- Medable 401(k) Plan (CA) 345 · 0 off
- Idera 401(k) Savings Plan (TX) 345 · 0 off
- Healthtronics Group, LP 401(k) Plan (TX) 345 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.