401(k) · DOL Form 5500 · 2023

Sermo, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
71
Participants Small participant base
39th
Percentile by assets National rank
$50,932
Avg per participant Low balance/head
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Official DOL plan name: Worldone 401(k) Plan · Sponsored by Sermo, Inc. · New York · Information & Media

$4M in assets, 71 participants

Sermo, Inc.'s Worldone 401(k) Plan reported $4M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #638 in Information & Media (2,818 peers)

Sermo, Inc. multi-year trail

Sermo, Inc.'s plans moved +71.7% in assets from 2022 to 2024; this filing shows Worldone 401(k) Plan at $4M / 71 participants.

#638
in Information & Media (2,818 peers)
+17.8%
assets growth YoY

Worldone 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

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

$3,616,176 39th percentile higher than 39% 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

Worldone 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worldone 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worldone 401(k) Plan reported net income rose from -$608K in the plan year 2022 filing to $547K in the plan year 2023 filing.
  • Worldone 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Worldone 401(k) Plan reported participants fell from 82 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203980356 · Sermo, Inc. PY 2023 · 401(k)

Worldone 401(k) Plan · $4M · 71 · 39th

  • BOY $4M
  • BOY 71
  • BOY 39th
  • BOY 401(k)
  • BOY near Metro Ford Lincoln Mercury 401(k) Plan
  • BOY ind #638

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 Information & Media retirement plans → · Plans in New York →

Worldone 401(k) Plan in the asset neighbourhood

Worldone 401(k) Plan$4MMetro Ford Lincoln Mercury 401(k) PlanMetro Ford Lincoln Mercury 4…$4MPackaging Solutions, Inc. 401(k) PlanPackaging Solutions, Inc. 40…$4MDel Conca USA Safe Harbor 401(k) PlanDel Conca USA Safe Harbor 40…$4MVanilla Technologies Inc. 401(k) PlanVanilla Technologies Inc. 40…$4M
End-of-year total assets ($M) among Worldone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sermo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sermo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 71.70094607410198% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $6.45M $11.1M ▲ +71.6%
Year Plans Participants Total Assets
2022 1 82 $6M
2023 5 363 $25M
2024 1 116 $11M

Sermo, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$547K
Employer EIN203980356
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Worldone 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Worldone 401(k) Plan, Total assets ($B): 0.003616176 · Participants: 71Worldone 401(k) 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
Worldone 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Worldone 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Metro Ford Lincoln Mercury 401(k) Plan in FL ($4M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Worldone 401(k) Plan assets move in 2023? ▼
Worldone 401(k) Plan grew sharply - up 17.8% during 2023, from $3M to $4M. Reported net income was $547K.
How have Sermo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sermo, Inc.'s sponsor-wide assets grew 71.7%, from $6M to $11M.
Which 401(k) plans are similar in size to Worldone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metro Ford Lincoln Mercury 401(k) Plan in FL ($4M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Worldone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 203980356.

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.