401(k) · DOL Form 5500 · 2023

Sermo, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 120
Participants Small participant base: 55th
Percentile by assets National rank: $72,046
Avg per participant Below avg balance/head

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

$9M in assets, 120 participants

Sermo, Inc.'s Worldone 401(k) Plan reported $9M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#1,186 in Information & Media (2,818 peers)

Coverage in New York

Worldone 401(k) Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.

#1,186
in Information & Media (2,818 peers): +34.1%
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

$8,645,481 Top 45% higher than 55% 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

Worldone 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. Worldone 401(k) Plan sits mid-pack in the medium band (120 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Worldone 401(k) Plan reported net income rose from -$608K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Worldone 401(k) Plan reported participants rose from 82 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Worldone 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Worldone 401(k) Plan · $9M · 120 · 55th

BOY $9M
SCH 120
EBSA 55th
PART 401(k)
TYPE near Concoa Retirement Savings Plan
NET ind #1186

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 →

End-of-year total assets ($M) among Worldone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	203980356
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sermo, Inc.)

Latest sponsor-wide plan assets: $11M 71.70094607410198% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	82	$6M
2023	5	363	$25M
2024	1	116	$11M

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

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 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 Concoa Retirement Savings Plan in VA ($9M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Concoa Retirement Savings Plan (VA) $9M · 93
Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan (CA) $9M · 12
Foundation for National Progress Employees' Retirement Plan (CA) $9M · 80
Robertson Marketing Group, Inc. Savings Plan (VA) $9M · 156

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

Southgroup 401(k) Plan (MS) 120 · 0 off
Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
Menil Foundation, Inc. Employee Retirement Benefit Plan (TX) 120 · 0 off

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 surged - up 34.1% during 2023, from $6M to $9M. Reported net income was $2M.

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 Concoa Retirement Savings Plan in VA ($9M, 93 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 Southgroup 401(k) Plan in MS (120 participants, $13M 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.