401(k) · DOL Form 5500 · 2023
Cazenovia Equipment Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $26,016
- Avg per participant Low balance/head
Official DOL plan name: Cazenovia Equipment Co., Inc. 401(k) Plan · Sponsored by Cazenovia Equipment Co., Inc. · New York · Retail Trade
$5M in assets, 174 participants
Cazenovia Equipment Co., Inc.'s Cazenovia Equipment Co., Inc. 401(k) Plan reported $5M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,467 in Retail Trade (8,414 peers)
Coverage in New York
Cazenovia Equipment Co., Inc. 401(k) Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #4,467
- in Retail Trade (8,414 peers)
- -69.0%
- assets change YoY
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cazenovia Equipment Co., Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Cazenovia Equipment Co., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,526,784 42nd percentile higher than 42% 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
Cazenovia Equipment Co., Inc. 401(k) Plan 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. Cazenovia Equipment Co., Inc. 401(k) Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cazenovia Equipment Co., Inc. 401(k) Plan reported net income fell from $113K in the plan year 2022 filing to -$10M in the plan year 2023 filing.
- Cazenovia Equipment Co., Inc. 401(k) Plan end-of-year assets fell from $15M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Cazenovia Equipment Co., Inc. 401(k) Plan reported participants fell from 190 in the plan year 2022 filing to 174 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 150619704 · Cazenovia Equipment Co., Inc. PY 2023 · 401(k)
Cazenovia Equipment Co., Inc. 401(k) Plan · $5M · 174 · 42nd
- PHOTO $5M
- IND 174
- EOY 42nd
- 5500 401(k)
- ASSETS near F.X. Messina Enterprises 401(k) Plan
- PCT ind #4467
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 Retail Trade retirement plans → · Plans in New York →
Cazenovia Equipment Co., Inc. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$10M |
| Employer EIN | 150619704 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cazenovia Equipment Co., Inc.)
Sponsor-wide plan assets over time
All Cazenovia Equipment Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $15M |
| 2023 | 1 | 174 | $5M |
| 2024 | 1 | N/A | N/A |
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
Cazenovia Equipment Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is F.X. Messina Enterprises 401(k) Plan in MA ($5M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
- Husky Corporation 401(k) Plan (MO) 174 · 0 off
- Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
- United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.