401(k) · DOL Form 5500 · 2023

Quartile, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 155
Participants Small participant base: 44th
Percentile by assets National rank: $32,244
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Quartile 401(k) Plan · Sponsored by Quartile, LLC · New York · Professional & Technical Services

$5M in assets, 155 participants

Quartile, LLC's Quartile 401(k) Plan reported $5M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#8,570 in Professional & Technical Services (20,321 peers)

Coverage in New York

Quartile 401(k) Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,570
in Professional & Technical Services (20,321 peers): +44.7%
assets growth YoY

Quartile 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Quartile 401(k) Plan vs every filed plan by assets

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

$4,997,788 44th percentile higher than 44% 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

Quartile 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. Quartile 401(k) Plan sits mid-pack in the medium band (155 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Quartile 401(k) Plan reported net income rose from -$864K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Quartile 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Quartile 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822891231 · Quartile, LLC PY 2023 · 401(k)

Quartile 401(k) Plan · $5M · 155 · 44th

BOY $5M
BOY 155
BOY 44th
BOY 401(k)
BOY near Mainscape, Inc. 401(k) Plan
BOY ind #8570

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Quartile 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)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	822891231
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Quartile, LLC)

Latest sponsor-wide plan assets: $7M 88.63662750046107% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$3M
2023	1	155	$5M
2024	1	134	$7M

Nearby 401(k) Plans in New York

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

Quartile 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Quartile 401(k) Plan side-by-side with 3 peers →

Quartile 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mainscape, Inc. 401(k) Plan in IN ($5M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Mainscape, Inc. 401(k) Plan (IN) $5M · 785
Westmount Realty Group Employees' 401(k) Plan (TX) $5M · 71
Blair, Bondurant, & Patterson, P.a. 401(k) Plan (MS) $5M · 6
Viserion Grain, LLC 401(k) Plan (CO) $5M · 125

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

Fraser Business Equipment Salary Deferral Plan (PA) 155 · 0 off
Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 155 · 0 off

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 Quartile 401(k) Plan assets move in 2023? ▼

Quartile 401(k) Plan surged - up 44.7% during 2023, from $3M to $5M. Reported net income was $2M.

How have Quartile, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Quartile, LLC's sponsor-wide assets grew 88.6%, from $3M to $7M.

Which 401(k) plans are similar in size to Quartile 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mainscape, Inc. 401(k) Plan in IN ($5M, 785 participants).

Which 401(k) plans cover a similar participant headcount to Quartile 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 822891231.