401(k) · DOL Form 5500 · 2023

Austin 3(16) Fiduciary Limited 401(k) Plan

Data updated 2026-08-11

$65M
Total assets
1,204
Participants
88th
Percentile by assets
$53,890
Avg per participant
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Official DOL plan name: The International 401(k) Pooled Employer Plan · Sponsored by Austin 3(16) Fiduciary Limited · New York · Educational Services

$65M in assets, 1,204 participants

Austin 3(16) Fiduciary Limited's The International 401(k) Pooled Employer Plan reported $65M in total assets and 1,204 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #2,934 in Educational Services (3,735 peers)

Where The International 401(k) Pooled Employer Plan sits by assets

The International 401(k) Pooled Employer Plan sits in the top quartile of all filed plans by assets, $65M for 1,204 participants (~$53,890/participant), up 27.6% in 2023.

$65M
total plan assets (2023 EOY)
1,204
covered participants
88th
percentile by assets (of 127,072 plans)
$53,890
avg assets per participant

Where The International 401(k) Pooled Employer Plan sits by total assets

The International 401(k) Pooled Employer Plan vs every filed plan by assets

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

$64,883,172 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,010,000,000 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

The International 401(k) Pooled Employer Plan vs the 2023 asset distribution

By assets, The International 401(k) Pooled Employer Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$65M
Net Income$14M
Employer EIN462981114
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Austin 3(16) Fiduciary Limited)

$40M$60M$80M$100M 202220232024 $53.1M $86.8M ▲ +63.6%
Total plan assets by year, all Austin 3(16) Fiduciary Limited plans on file
Year Plans Participants Total Assets
2022 2 928 $53M
2023 3 5,528 $74M
2024 3 5,819 $87M

Nearby 401(k) Plans in New York

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

The International 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The International 40…, Total assets ($B): 0.064883172 · Participants: 1204The International 40…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
The International 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The International 401(k) Pooled Employer Plan by total assets, not by location.

Frequently Asked Questions

How did The International 401(k) Pooled Employer Plan assets move in 2023?
The International 401(k) Pooled Employer Plan grew sharply - up 27.6% during 2023, from $51M to $65M. Reported net income was $14M.
How have Austin 3(16) Fiduciary Limited plan assets changed over time?
Across 3 plan years on file (2022-2024), Austin 3(16) Fiduciary Limited's sponsor-wide assets grew 63.6%, from $53M to $87M.
Where does The International 401(k) Pooled Employer Plan rank by assets among Form 5500 filers?
The International 401(k) Pooled Employer Plan ranks in the 88th 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 The International 401(k) Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Abel Hr Multi 401(k) and Savings Plan in NJ ($65M, 1,068 participants).

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