401(k) · DOL Form 5500 · 2024

Raulli & Sons, Inc. 401(k) Plan

Data updated 2026-07-24

$26M
Total assets: 97
Participants: 75th
Percentile by assets: $264,258
Avg per participant

Official DOL plan name: Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan · Sponsored by Raulli & Sons, Inc. · New York · Manufacturing

$26M in assets, 97 participants

Raulli & Sons, Inc.'s Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported $26M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 116,472 plans)

Where Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan sits by assets

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 97 participants (~$264,258/participant), up 10.9% in 2024.

$26M
total plan assets (2024 EOY): 97
covered participants: 75th
percentile by assets (of 116,472 plans): $264,258
avg assets per participant

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported net income rose from $720K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan reported participants rose from 96 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Manufacturing

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan vs the 2024 asset distribution

By assets, Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan outranks 75% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$26M
Net Income	$3M
Employer EIN	150616714
Plan Effective Date	1989-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Raulli & Sons, Inc.)

Total plan assets by year, all Raulli & Sons, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	202	$30M
2023	2	201	$30M
2024	2	198	$34M

Nearby 401(k) Plans in New York

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

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Raulli & Sons, Inc. the Employees' Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan by total assets, not by location.

Wicker Smith 401(k) Plan I (FL) $26M · 212
Standridge Color Corporation Profit Sharing Plan & Trust (GA) $26M · 382
Dearing Compressor & Pump Company 401(k) Savings & Retirement Plan (OH) $26M · 180
Zim Industries, Inc 401(k) Profit Sharing Plan (CA) $26M · 144

Frequently Asked Questions

How did Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan assets move in 2024? ▼

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan grew at a solid clip - up 10.9% during 2024, from $23M to $26M. Reported net income was $3M.

How have Raulli & Sons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Raulli & Sons, Inc.'s sponsor-wide assets grew 14.5%, from $30M to $34M.

Where does Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan ranks in the 75th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wicker Smith 401(k) Plan I in FL ($26M, 212 participants).

Next read for Raulli & Sons, Inc. the Employees' Profi…

Scale reading

Ways to act on Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan's numbers.

By total assets, Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Raulli & Sons, Inc.'s sponsor-wide assets have grown 14.5% since 2022 across 3 plan years on file. More Manufacturing plans

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 150616714.

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.