401(k) · DOL Form 5500 · 2024
Canonical USA 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $120,419
- Avg per participant Near avg balance/head
Official DOL plan name: Canonical USA 401(k) Profit Sharing Plan & Trust · Sponsored by Canonical USA · New Jersey · Professional & Technical Services
$24M in assets, 198 participants
Canonical USA's Canonical USA 401(k) Profit Sharing Plan & Trust reported $24M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,754 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Canonical USA 401(k) Profit Sharing Plan & Trust covers 198 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $24M.
- #14,754
- in Professional & Technical Services (20,173 peers)
- +18.9%
- assets growth YoY
Canonical USA 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Canonical USA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,842,960 Top 27% higher than 73% 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
Canonical USA 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Canonical USA 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Canonical USA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Canonical USA 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Canonical USA 401(k) Profit Sharing Plan & Trust reported participants rose from 190 in the plan year 2023 filing to 198 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261194348 · Canonical USA PY 2024 · 401(k)
Canonical USA 401(k) Profit Sharing Plan & Trust · $24M · 198 · 73rd
- VS-ST $24M
- BOY 198
- SCH 73rd
- EBSA 401(k)
- PART near Dmlo 401(k) Retirement Plan
- TYPE ind #14754
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 Jersey →
Canonical USA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 261194348 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Canonical USA)
Sponsor-wide plan assets over time
All Canonical USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 53.135726278694776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $16M |
| 2023 | 1 | 190 | $20M |
| 2024 | 1 | 198 | $24M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Canonical USA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Dmlo 401(k) Retirement Plan in KY ($24M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Dmlo 401(k) Retirement Plan (KY) $24M · 151
- Cse Insurance Services 401(k) Plan (OR) $24M · 86
- Docgo 401(k) Plan (NY) $24M · 3,584
- Miller Motorcars, Inc. 401(k) Plan (CT) $24M · 178
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Balke Brown Transwestern Inc. 401(k) Plan (MO) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.