401(k) · DOL Form 5500 · 2024

Underhill Partners 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
20
Participants Small participant base
69th
Percentile by assets National rank
$926,243
Avg per participant High balance/head
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Official DOL plan name: Underhill Partners 401(k) Plan · Sponsored by Underhill Partners · New York · Finance & Insurance

$19M in assets, 20 participants

Underhill Partners's Underhill Partners 401(k) Plan reported $19M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,545 in Finance & Insurance (8,549 peers)

Underhill Partners multi-year trail

Underhill Partners's plans moved +47.1% in assets from 2022 to 2024; this filing shows Underhill Partners 401(k) Plan at $19M / 20 participants.

#4,545
in Finance & Insurance (8,549 peers)
+18.5%
assets growth YoY

Underhill Partners 401(k) Plan's outsized position by total assets

Underhill Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,524,862 Top 31% higher than 69% of 123,620 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 2024

Underhill Partners 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Underhill Partners 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Underhill Partners 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Underhill Partners 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112876073 · Underhill Partners PY 2024 · 401(k)

Underhill Partners 401(k) Plan · $19M · 20 · 69th

  • SCH $19M
  • EBSA 20
  • PART 69th
  • TYPE 401(k)
  • NET near Asmodee North America, Inc. 401(k) Plan
  • BOOK ind #4545

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 →

Underhill Partners 401(k) Plan in the asset neighbourhood

Donohoe Hospitality Services 401(k) PlanDonohoe Hospitality Services…$19MJourney Bank Employees' Profit Sharing PlanJourney Bank Employees' Prof…$19MUnderhill Partners 401(k) PlanUnderhill Partners 401(k) Pl…$19MAsmodee North America, Inc. 401(k) PlanAsmodee North America, Inc. …$19MJackson Lumber & Millwork Co, Inc. 401(k) PlanJackson Lumber & Millwork Co…$19M
End-of-year total assets ($M) among Underhill Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Underhill Partners multi-year asset trail

Sponsor-wide plan assets over time

All Underhill Partners plans reported in each filing year

Latest sponsor-wide plan assets
$19M 47.06713789895583% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18.5M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 22 $13M
2023 1 20 $16M
2024 1 20 $19M

Underhill Partners filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN112876073
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Underhill Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Underhill Partners 401(k) Plan, Total assets ($B): 0.018524862 · Participants: 20Underhill Partners 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Underhill Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Underhill Partners 401(k) Plan side-by-side with 3 peers →

Underhill Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Asmodee North America, Inc. 401(k) Plan in MN ($19M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Underhill Partners 401(k) Plan assets move in 2024? ▼
Underhill Partners 401(k) Plan grew sharply - up 18.5% during 2024, from $16M to $19M. Reported net income was $3M.
How have Underhill Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Underhill Partners's sponsor-wide assets grew 47.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Underhill Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asmodee North America, Inc. 401(k) Plan in MN ($19M, 385 participants).
Which 401(k) plans cover a similar participant headcount to Underhill Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112876073.

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.