401(k) · DOL Form 5500 · 2023

Sam Ash Music Corporation 401(k) Plan

Data updated 2026-08-11

$40M
Total assets: 664
Participants: 83rd
Percentile by assets: $60,146
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$40M
total plan assets (2023 EOY): 664
covered participants: 83rd
percentile by assets (of 127,072 plans): $60,146
avg assets per participant

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

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 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 →

State

New York

Industry

Retail Trade

Sam Ash Music Corporation 401(k) Savings and Retirement Plan vs the 2023 asset distribution

By assets, Sam Ash Music Corporation 401(k) Savings and Retirement Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$36M
Net Assets (End of Year)	$40M
Net Income	$4M
Employer EIN	112313915
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sam Ash Music Corporation)

Total plan assets by year, all Sam Ash Music Corporation plans on file

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

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 Sam Ash Music Corporation 401(k) Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sam Ash Music Corporation 401(k) Savings and Retirement Plan by total assets, not by location.

Sbm Management Services, LP 401(k) Savings Plan (CA) $40M · 5,146
World Travel, Inc. 401(k) Plan (PA) $40M · 503
Mccreary Modern, Inc. Employees' 401(k) Plan (NC) $40M · 864
Primary Care Partners/Atlantic Health Partners 401(k) Profit Sharing Plan (NJ) $40M · 428

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).

Next read for Sam Ash Music Corporation 401(k) Savings…

Scale reading

Ways to act on Sam Ash Music Corporation 401(k) Savings and Retirement Plan's numbers.

By total assets, Sam Ash Music Corporation 401(k) Savings and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Sam Ash Music Corporation's sponsor-wide assets have grown 12.2% since 2022 across 2 plan years on file. More Retail Trade plans

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.