Other · DOL Form 5500 · 2024

Andrew L. Sichenze Retirement Plan

Data updated 2026-08-25

$670K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$167,539
Avg per participant Above avg balance/head
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Official DOL plan name: Washington Mutual Bank as Trustee for Andrew Sichenze · Sponsored by Andrew L. Sichenze · New York · Professional & Technical Services

$670K in assets, 4 participants

Andrew L. Sichenze's Washington Mutual Bank as Trustee for Andrew Sichenze reported $670K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,082 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Washington Mutual Bank as Trustee for Andrew Sichenze holds $670K for 4 participants - about $167,539 per participant, among the smaller plans by assets on file.

#3,082
in Professional & Technical Services (20,173 peers)
-4.2%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Washington Mutual Bank as Trustee for Andrew Sichenze among the smaller filed plans by assets

Washington Mutual Bank as Trustee for Andrew Sichenze vs every filed plan by assets

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

$670,157 20th percentile higher than 20% 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

Washington Mutual Bank as Trustee for Andrew Sichenze among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Washington Mutual Bank as Trustee for Andrew Sichenze is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Washington Mutual Bank as Trustee for Andrew Sichenze reported net income fell from $40K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Washington Mutual Bank as Trustee for Andrew Sichenze end-of-year assets fell from $700K in the plan year 2023 filing to $670K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112277014 · Andrew L. Sichenze PY 2024 · Other

Washington Mutual Bank as Trustee for Andrew Sichenze · $670K · 4 · 20th

  • SCH $670K
  • EBSA 4
  • PART 20th
  • TYPE Other
  • NET near Help of Southern Nevada 403(b) Plan
  • BOOK ind #3082

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 Professional & Technical Services retirement plans → · Plans in New York →

Washington Mutual Bank as Trustee for Andrew Sichenze in the asset neighbourhood

Council for Court Excellence 403(b) PlanCouncil for Court Excellence…$689KWellness Council of America Retirement PlanWellness Council of America …$676KWashington Mutual Bank as Trustee for Andrew SichenzeWashington Mutual Bank as Tr…$670KHelp of Southern Nevada 403(b) PlanHelp of Southern Nevada 403(…$667KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$654K
End-of-year total assets ($M) among Washington Mutual Bank as Trustee for Andrew Sichenze and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$670K
Net Income-$30K
Employer EIN112277014
Plan Effective Date1972-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Andrew L. Sichenze)

Sponsor-wide plan assets over time

All Andrew L. Sichenze plans reported in each filing year

Latest sponsor-wide plan assets
$670K 1.6365721010789152% vs 2022
2024 filing year
$0.64M$0.66M$0.68M$0.7M$0.72M 202220232024 $0.66M $0.67M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 4 $659K
2023 1 4 $700K
2024 1 4 $670K

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Washington Mutual Bank as Trustee for Andrew Sichenze vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Washington Mutual Bank as Trustee for Andrew Sichenze, Total assets ($B): 0.000670157 · Participants: 4Washington Mutual Bank as Trustee for Andrew SichenzeNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Washington Mutual Bank as Trustee for Andrew Sichenze vs. nearby Other plans in New York, assets vs. participants
Compare Washington Mutual Bank as Trustee for Andrew Sichenze side-by-side with 3 peers →

Washington Mutual Bank as Trustee for Andrew Sichenze's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Help of Southern Nevada 403(b) Plan in NV ($667K); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($670K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Washington Mutual Bank as Trustee for Andrew Sichenze assets move in 2024? ▼
Washington Mutual Bank as Trustee for Andrew Sichenze edged down modestly - down 4.2% during 2024, from $700K to $670K. Reported net income was -$30K.
How have Andrew L. Sichenze plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andrew L. Sichenze's sponsor-wide assets grew 1.6%, from $659K to $670K.
Where does Washington Mutual Bank as Trustee for Andrew Sichenze rank by assets among Form 5500 filers? ▼
Washington Mutual Bank as Trustee for Andrew Sichenze ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Washington Mutual Bank as Trustee for Andrew Sichenze? ▼
Among Other plans in other states, the closest by assets is Help of Southern Nevada 403(b) Plan in NV ($667K, 20 participants).
Which Other plans cover a similar participant headcount to Washington Mutual Bank as Trustee for Andrew Sichenze? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M 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 112277014.

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.