401(k) · DOL Form 5500 · 2023

U.S. Retirement Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
763
Participants Near avg headcount
87th
Percentile by assets National rank
$76,111
Avg per participant Below avg balance/head
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Official DOL plan name: U. S. Retirement Partners 401(k) Plan · Sponsored by U.S. Retirement Partners, Inc. · New Jersey · Finance & Insurance

$58M in assets, 763 participants

U.S. Retirement Partners, Inc.'s U. S. Retirement Partners 401(k) Plan reported $58M in total assets and 763 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,096 in Finance & Insurance (8,869 peers)

Where U. S. Retirement Partners 401(k) Plan sits by assets

U. S. Retirement Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 763 participants (~$76,111/participant), up 27.4% in 2023.

#7,096
in Finance & Insurance (8,869 peers)
+27.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

U. S. Retirement Partners 401(k) Plan's outsized position by total assets

U. S. Retirement Partners 401(k) Plan vs every filed plan by assets

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

$58,072,325 Top 13% higher than 87% 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

U. S. Retirement Partners 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. U. S. Retirement Partners 401(k) Plan sits mid-pack in the medium band (763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U. S. Retirement Partners 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • U. S. Retirement Partners 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • U. S. Retirement Partners 401(k) Plan reported participants rose from 708 in the plan year 2022 filing to 763 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260829701 · U.S. Retirement Partners, Inc. PY 2023 · 401(k)

U. S. Retirement Partners 401(k) Plan · $58M · 763 · 87th

  • ASSETS $58M
  • PCT 763
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Bristol Bay Area Health Corporation Retirement Plan
  • IND ind #7096

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 Finance & Insurance retirement plans → · Plans in New Jersey →

U. S. Retirement Partners 401(k) Plan in the asset neighbourhood

Mcdonough Bolyard Peck, Inc. Profit Sharing 401(k) Plan and TrustMcdonough Bolyard Peck, Inc.…$58MMirati Therapeutics, Inc. 401(k) PlanMirati Therapeutics, Inc. 40…$58MU. S. Retirement Partners 401(k) PlanU. S. Retirement Partners 40…$58MBristol Bay Area Health Corporation Retirement PlanBristol Bay Area Health Corp…$58M401(k) Profit-Sharing Plan for Employees of Eye Associates of New Mexico, Ltd.401(k) Profit-Sharing Plan f…$58M
End-of-year total assets ($M) among U. S. Retirement Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$58M
Net Income$10M
Employer EIN260829701
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Retirement Partners, Inc.)

Sponsor-wide plan assets over time

All U.S. Retirement Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 86.63005613387305% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $45.6M $85.1M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 708 $46M
2023 1 763 $58M
2024 1 792 $85M

Nearby 401(k) Plans in New Jersey

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

U. S. Retirement Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants U. S. Retirement Partners 401(k) Plan, Total assets ($B): 0.058072325 · Participants: 763U. S. Retirement Partners 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
U. S. Retirement Partners 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare U. S. Retirement Partners 401(k) Plan side-by-side with 3 peers →

U. S. Retirement Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bristol Bay Area Health Corporation Retirement Plan in AK ($58M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 U. S. Retirement Partners 401(k) Plan assets move in 2023? ▼
U. S. Retirement Partners 401(k) Plan grew sharply - up 27.4% during 2023, from $46M to $58M. Reported net income was $10M.
How have U.S. Retirement Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Retirement Partners, Inc.'s sponsor-wide assets grew 86.6%, from $46M to $85M.
Where does U. S. Retirement Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
U. S. Retirement Partners 401(k) Plan ranks in the 87th 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 U. S. Retirement Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bristol Bay Area Health Corporation Retirement Plan in AK ($58M, 392 participants).
Which 401(k) plans cover a similar participant headcount to U. S. Retirement Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Police and Fire Federal Credit Union Employees Retirement Plan in PA (763 participants, $90M 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 260829701.

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.