401(k) · DOL Form 5500 · 2023

Sermo, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
61
Participants Small participant base
37th
Percentile by assets National rank
$53,121
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Worldone 401(k) Plan · Sponsored by Sermo, Inc. · New York · Information & Media

$3M in assets, 61 participants

Sermo, Inc.'s Worldone 401(k) Plan reported $3M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #596 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 $3M / 61 participants.

#596
in Information & Media (2,818 peers)
-10.4%
assets change YoY

The plan reported a net loss of $376K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

$3,240,411 37th percentile higher than 37% 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 (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worldone 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Worldone 401(k) Plan reported net income rose from -$608K in the plan year 2022 filing to -$376K in the plan year 2023 filing.
  • Worldone 401(k) Plan reported participants fell from 82 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Worldone 401(k) Plan · $3M · 61 · 37th

  • TYPE $3M
  • TYPE 61
  • TYPE 37th
  • TYPE 401(k)
  • TYPE near Gordon & Sykes, LLP 401(k) Plan
  • TYPE ind #596

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$3MGordon & Sykes, LLP 401(k) PlanGordon & Sykes, LLP 401(k) P…$3MInternational Insurance Center, Inc. Retirement PlanInternational Insurance Cent…$3MExcalibur Associates, Inc. 401(k) Savings & Profit Sharing PlanExcalibur Associates, Inc. 4…$3MA.R.M. 401(k) Plan$3M
End-of-year total assets ($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)$4M
Net Assets (End of Year)$3M
Net Income-$376K
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): 0.003240411 · Participants: 61Worldone 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 Gordon & Sykes, LLP 401(k) Plan in TX ($3M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 pulled back noticeably - down 10.4% during 2023, from $4M to $3M. Reported net income was -$376K.
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 Gordon & Sykes, LLP 401(k) Plan in TX ($3M, 3 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 Trex Commercial Products 401(k) Plan and Trust in MN (61 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 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.