401(k) · DOL Form 5500 · 2022

Samuel a. Ramirez & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
135
Participants Small participant base
84th
Percentile by assets National rank
$254,184
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust · Sponsored by Samuel a. Ramirez & Co., Inc. · New York · Finance & Insurance

$34M in assets, 135 participants

Samuel a. Ramirez & Co., Inc.'s Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust reported $34M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,922 in Finance & Insurance (9,261 peers)

Coverage in New York

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $34M.

#6,922
in Finance & Insurance (9,261 peers)
+22.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust's outsized position by total assets

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,314,891 Top 16% higher than 84% of 139,123 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 2022

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 132695511 · Samuel a. Ramirez & Co., Inc. PY 2022 · 401(k)

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust · $34M · 135 · 84th

  • RANK $34M
  • RANK 135
  • RANK 84th
  • RANK 401(k)
  • RANK near Pro2serve 401(k) Plan
  • RANK ind #6922

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 Finance & Insurance retirement plans → · Plans in New York →

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust in the asset neighbourhood

Fluor Federal Solutions, LLC 401(k) Retirement PlanFluor Federal Solutions, LLC…$34MSamuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan TrustSamuel a Ramirez & Co., Inc.…$34MPro2serve 401(k) Plan$34MChaffe Mccall, L L P 401(k) Profit Sharing PlanChaffe Mccall, L L P 401(k) …$34MBryan Hospital Kearney D.B.a. Kearney Regional Medical Center Retirement PlanBryan Hospital Kearney D.B.a…$34M
End-of-year total assets ($M) among Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN132695511
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel a. Ramirez & Co., Inc.)

Sponsor-wide plan assets over time

All Samuel a. Ramirez & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.296257155530526% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.3M $50.9M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 135 $34M
2023 1 165 $43M
2024 1 180 $51M

Nearby 401(k) Plans in New York

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

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust, Total assets ($B): 0.034314891 · Participants: 135Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust side-by-side with 3 peers →

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pro2serve 401(k) Plan in TN ($34M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust assets move in 2022? ▼
Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust grew sharply - up 22.6% during 2022, from $28M to $34M. Reported net income was $6M.
How have Samuel a. Ramirez & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel a. Ramirez & Co., Inc.'s sponsor-wide assets grew 48.3%, from $34M to $51M.
Where does Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust rank by assets among Form 5500 filers? ▼
Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pro2serve 401(k) Plan in TN ($34M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132695511.

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.