401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$43M
Total assets Below avg plan size
165
Participants Small participant base
84th
Percentile by assets National rank
$260,657
Avg per participant Above avg balance/head
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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

$43M in assets, 165 participants

Samuel a. Ramirez & Co., Inc.'s Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust reported $43M in total assets and 165 participants in its 2023 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.

  • #6,676 in Finance & Insurance (8,869 peers)

Coverage in New York

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $43M.

#6,676
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY
0.4×
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 2023 · DOL Form 5500

$43,008,392 Top 16% higher than 84% of 127,068 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 2023

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust 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. Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust end-of-year assets rose from $34M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust reported participants rose from 135 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132695511 · Samuel a. Ramirez & Co., Inc. PY 2023 · 401(k)

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust · $43M · 165 · 84th

  • PART $43M
  • TYPE 165
  • NET 84th
  • BOOK 401(k)
  • VS-ST near American Financial Network, Inc. 401(k) Profit Sharing Plan
  • BOY ind #6676

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

Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan TrustSamuel a Ramirez & Co., Inc.…$43MAmerican Financial Network, Inc. 401(k) Profit Sharing PlanAmerican Financial Network, …$43ME.a. Sween Company Employee Retirement PlanE.a. Sween Company Employee …$43MRainier Trust 401(k) Retirement PlanRainier Trust 401(k) Retirem…$43MMurray Company 401(k) Plan$43M
End-of-year total assets ($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 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$43M
Net Income$9M
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 -20020406080 Total assets ($B) Participants Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust, Total assets ($B): 0.043008392 · Participants: 165Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan TrustIBM 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) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 American Financial Network, Inc. 401(k) Profit Sharing Plan in CA ($43M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

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 Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust assets move in 2023? ▼
Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust grew sharply - up 25.3% during 2023, from $34M to $43M. Reported net income was $9M.
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 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 Samuel a Ramirez & Co., Inc. 401(k) Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Financial Network, Inc. 401(k) Profit Sharing Plan in CA ($43M, 1,547 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 Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 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.