401(k) · DOL Form 5500 · 2023

Sam Ash Music Corporation 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
664
Participants Below avg headcount
83rd
Percentile by assets National rank
$60,146
Avg per participant Low balance/head
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Official DOL plan name: Sam Ash Music Corporation 401(k) Savings and Retirement Plan · Sponsored by Sam Ash Music Corporation · New York · Retail Trade

$40M in assets, 664 participants

Sam Ash Music Corporation's Sam Ash Music Corporation 401(k) Savings and Retirement Plan reported $40M in total assets and 664 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,606 in Retail Trade (8,414 peers)

Where Sam Ash Music Corporation 401(k) Savings and Retirement Plan sits by assets

Sam Ash Music Corporation 401(k) Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 664 participants (~$60,146/participant), up 12.2% in 2023.

#7,606
in Retail Trade (8,414 peers)
+12.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sam Ash Music Corporation 401(k) Savings and Retirement Plan's outsized position by total assets

Sam Ash Music Corporation 401(k) Savings and Retirement Plan vs every filed plan by assets

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

$39,936,754 Top 17% higher than 83% 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

Sam Ash Music Corporation 401(k) Savings and Retirement 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. Sam Ash Music Corporation 401(k) Savings and Retirement Plan sits mid-pack in the medium band (664 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sam Ash Music Corporation 401(k) Savings and Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sam Ash Music Corporation 401(k) Savings and Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Sam Ash Music Corporation 401(k) Savings and Retirement Plan reported participants rose from 646 in the plan year 2022 filing to 664 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112313915 · Sam Ash Music Corporation PY 2023 · 401(k)

Sam Ash Music Corporation 401(k) Savings and Retirement Plan · $40M · 664 · 83rd

  • SCH $40M
  • SCH 664
  • SCH 83rd
  • SCH 401(k)
  • SCH near Sbm Management Services, LP 401(k) Savings Plan
  • SCH ind #7606

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 Retail Trade retirement plans → · Plans in New York →

Sam Ash Music Corporation 401(k) Savings and Retirement Plan in the asset neighbourhood

Sam Ash Music Corporation 401(k) Savings and Retirement PlanSam Ash Music Corporation 40…$40MSbm Management Services, LP 401(k) Savings PlanSbm Management Services, LP …$40MWorld Travel, Inc. 401(k) PlanWorld Travel, Inc. 401(k) Pl…$40MMccreary Modern, Inc. Employees' 401(k) PlanMccreary Modern, Inc. Employ…$40MPrimary Care Partners/Atlantic Health Partners 401(k) Profit Sharing PlanPrimary Care Partners/Atlant…$40M
End-of-year total assets ($M) among Sam Ash Music Corporation 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN112313915
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Ash Music Corporation)

Sponsor-wide plan assets over time

All Sam Ash Music Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 12.173549562942622% vs 2022
2023 filing year
$34M$36M$38M$40M$42M 20222023 $35.6M $39.9M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 646 $36M
2023 1 664 $40M

Nearby 401(k) Plans in New York

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

Sam Ash Music Corporation 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sam Ash Music Corporation 401(k) Savings and Retirement Plan, Total assets ($B): 0.039936754 · Participants: 664Sam Ash Music Corporation 401(k) Savings and Retirement 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
Sam Ash Music Corporation 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sam Ash Music Corporation 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Sam Ash Music Corporation 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sbm Management Services, LP 401(k) Savings Plan in CA ($40M); by covered participants it is The Sunray Companies LLC 401(k) Plan in MS (664 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (664 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 Sam Ash Music Corporation 401(k) Savings and Retirement Plan assets move in 2023? ▼
Sam Ash Music Corporation 401(k) Savings and Retirement Plan grew at a solid clip - up 12.2% during 2023, from $36M to $40M. Reported net income was $4M.
How have Sam Ash Music Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sam Ash Music Corporation's sponsor-wide assets grew 12.2%, from $36M to $40M.
Where does Sam Ash Music Corporation 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Sam Ash Music Corporation 401(k) Savings and Retirement Plan ranks in the 83rd 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 Sam Ash Music Corporation 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbm Management Services, LP 401(k) Savings Plan in CA ($40M, 5,146 participants).
Which 401(k) plans cover a similar participant headcount to Sam Ash Music Corporation 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Sunray Companies LLC 401(k) Plan in MS (664 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 112313915.

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.