401(k) · DOL Form 5500 · 2024

Infusion Upstate Ny, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
183
Participants Below avg headcount
61st
Percentile by assets National rank
$68,290
Avg per participant Below avg balance/head
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Official DOL plan name: Infusion Upstate Ny, Inc. 401(k) Plan · Sponsored by Infusion Upstate Ny, Inc. · New York · Finance & Insurance

$12M in assets, 183 participants

Infusion Upstate Ny, Inc.'s Infusion Upstate Ny, Inc. 401(k) Plan reported $12M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,804 in Finance & Insurance (8,549 peers)

Coverage in New York

Infusion Upstate Ny, Inc. 401(k) Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $12M.

#3,804
in Finance & Insurance (8,549 peers)
+20.3%
assets growth YoY

Infusion Upstate Ny, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Infusion Upstate Ny, Inc. 401(k) Plan vs every filed plan by assets

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

$12,497,110 Top 39% higher than 61% 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

Infusion Upstate Ny, Inc. 401(k) Plan 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. Infusion Upstate Ny, Inc. 401(k) Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Infusion Upstate Ny, Inc. 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Infusion Upstate Ny, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Infusion Upstate Ny, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161112200 · Infusion Upstate Ny, Inc. PY 2024 · 401(k)

Infusion Upstate Ny, Inc. 401(k) Plan · $12M · 183 · 61st

  • 5500 $12M
  • 5500 183
  • 5500 61st
  • 5500 401(k)
  • 5500 near Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust
  • 5500 ind #3804

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 Finance & Insurance retirement plans → · Plans in New York →

Infusion Upstate Ny, Inc. 401(k) Plan in the asset neighbourhood

Infusion Upstate Ny, Inc. 401(k) PlanInfusion Upstate Ny, Inc. 40…$12MCentral Arkansas Nursing Centers, Inc. 401(k) Plan and TrustCentral Arkansas Nursing Cen…$12MFisher & Arnold, Inc. 401(k) Profit Sharing Retirement PlanFisher & Arnold, Inc. 401(k)…$12MEllis Corporation 401(k) Plan$12MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$12M
End-of-year total assets ($M) among Infusion Upstate Ny, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN161112200
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infusion Upstate Ny, Inc.)

Sponsor-wide plan assets over time

All Infusion Upstate Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 64.5666182772817% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.59M $12.5M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 138 $10M
2024 1 183 $12M

Nearby 401(k) Plans in New York

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

Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Infusion Upstate Ny, Inc. 401(k) Plan, Total assets ($B): 0.01249711 · Participants: 183Infusion Upstate Ny, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Infusion Upstate Ny, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Infusion Upstate Ny, Inc. 401(k) Plan side-by-side with 3 peers →

Infusion Upstate Ny, 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 Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust in AR ($12M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Infusion Upstate Ny, Inc. 401(k) Plan assets move in 2024? ▼
Infusion Upstate Ny, Inc. 401(k) Plan grew sharply - up 20.3% during 2024, from $10M to $12M. Reported net income was $2M.
How have Infusion Upstate Ny, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infusion Upstate Ny, Inc.'s sponsor-wide assets grew 64.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust in AR ($12M, 5,591 participants).
Which 401(k) plans cover a similar participant headcount to Infusion Upstate Ny, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 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 161112200.

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.