401(k) · DOL Form 5500 · 2024
Mushrooms and More, Inc. 401(k) Plan
Data updated 2026-08-25
- $50K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $8,366
- Avg per participant Low balance/head
Official DOL plan name: Mushrooms and More, Inc. 401(k) Profit Sharing Plan · Sponsored by Mushrooms and More, Inc. · New York · Wholesale Trade
$50K in assets, 6 participants
Mushrooms and More, Inc.'s Mushrooms and More, Inc. 401(k) Profit Sharing Plan reported $50K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.
- #124 in Wholesale Trade (6,080 peers)
Mushrooms and More, Inc. multi-year trail
Mushrooms and More, Inc.'s plans moved -56.9% in assets from 2022 to 2024; this filing shows Mushrooms and More, Inc. 401(k) Profit Sharing Plan at $50K / 6 participants.
- #124
- in Wholesale Trade (6,080 peers)
- -39.9%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mushrooms and More, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Mushrooms and More, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,195 4th percentile higher than 4% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mushrooms and More, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mushrooms and More, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mushrooms and More, Inc. 401(k) Profit Sharing Plan reported net income rose from -$91K in the plan year 2023 filing to -$33K in the plan year 2024 filing.
- Mushrooms and More, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $83K in the plan year 2023 filing to $50K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 863755567 · Mushrooms and More, Inc. PY 2024 · 401(k)
Mushrooms and More, Inc. 401(k) Profit Sharing Plan · $50K · 6 · 4th
- BOY $50K
- SCH 6
- EBSA 4th
- PART 401(k)
- TYPE near The Liddle Corporation 401(k) Plan
- NET ind #124
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 Wholesale Trade retirement plans → · Plans in New York →
Mushrooms and More, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Mushrooms and More, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mushrooms and More, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50K 56.94594548230491% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $117K |
| 2023 | 1 | 6 | $83K |
| 2024 | 1 | 6 | $50K |
Mushrooms and More, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $83K |
|---|---|
| Net Assets (End of Year) | $50K |
| Net Income | -$33K |
| Employer EIN | 863755567 |
| Plan Effective Date | 2021-05-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Mushrooms and More, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Liddle Corporation 401(k) Plan in AL ($50K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50K here).
- The Liddle Corporation 401(k) Plan (AL) $50K · 2
- 2adc 401(k) (OH) $50K · 1
- 302 Retirement Plan (DE) $50K · 1
- Cs Ohana Corp. Retirement Plan (NC) $50K · 2
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.