401(k) · DOL Form 5500 · 2023
Austin 3(16) Fiduciary Limited 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 1,204
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $53,890
- Avg per participant Low balance/head
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.
- #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.
- #2,934
- in Educational Services (3,735 peers)
- +27.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The International 401(k) Pooled Employer Plan's outsized position 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
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's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The International 401(k) Pooled Employer Plan lands in the large band (1,204 participants).
EBSA filing schedule strip
Filing strip 462981114 · Austin 3(16) Fiduciary Limited PY 2023 · 401(k)
The International 401(k) Pooled Employer Plan · $65M · 1,204 · 88th
- PHOTO $65M
- IND 1,204
- EOY 88th
- 5500 401(k)
- ASSETS near Abel Hr Multi 401(k) and Savings Plan
- PCT ind #2934
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 Educational Services retirement plans → · Plans in New York →
The International 401(k) Pooled Employer Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $14M |
| Employer EIN | 462981114 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Austin 3(16) Fiduciary Limited)
Sponsor-wide plan assets over time
All Austin 3(16) Fiduciary Limited plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 63.6076673945554% vs 2022
- 2024 filing year
| 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.
- 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
The International 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Abel Hr Multi 401(k) and Savings Plan in NJ ($65M); by covered participants it is The Larson Group 401(k) Plan in MO (1,204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Abel Hr Multi 401(k) and Savings Plan (NJ) $65M · 1,068
- The Humane Society of the United States 401(k) Savings Plan (DC) $65M · 489
- Mascoma Bank 401(k) Profit Sharing Plan (NH) $65M · 400
- Vtech USA 401(k) Plan (OR) $65M · 215
Similar participant headcount
Nearest other-state filings by covered participants (1,204 participants); asset peers above are excluded.
- The Larson Group 401(k) Plan (MO) 1,204 · 0 off
- The Gorman-Rupp Company 401(k) Plan (OH) 1,204 · 0 off
- Advanced Energy Industries, Inc. 401(k) Profit Sharing Plan (CO) 1,204 · 0 off
- Soave Enterprises L.L.C. Savings and Profit Sharing Plan and Trust (MI) 1,204 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.