401(k) · DOL Form 5500 · 2024

Make the Road New York 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
312
Participants Below avg headcount
60th
Percentile by assets National rank
$38,763
Avg per participant Low balance/head
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Official DOL plan name: Make the Road New York 401(k) Profit Sharing Plan and Trust · Sponsored by Make the Road New York · New York · Other Services

$12M in assets, 312 participants

Make the Road New York's Make the Road New York 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,961 in Other Services (7,719 peers)

Coverage in New York

Make the Road New York 401(k) Profit Sharing Plan and Trust covers 312 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $12M.

#5,961
in Other Services (7,719 peers)
+26.9%
assets growth YoY

Make the Road New York 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Make the Road New York 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,093,943 Top 40% higher than 60% 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

Make the Road New York 401(k) Profit Sharing Plan and 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. Make the Road New York 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Make the Road New York 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Make the Road New York 401(k) Profit Sharing Plan and Trust reported participants rose from 302 in the plan year 2023 filing to 312 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113344389 · Make the Road New York PY 2024 · 401(k)

Make the Road New York 401(k) Profit Sharing Plan and Trust · $12M · 312 · 60th

  • BOOK $12M
  • BOOK 312
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Tom Bell Group 401(k) Retirement Plan
  • BOOK ind #5961

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 Other Services retirement plans → · Plans in New York →

Make the Road New York 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Make the Road New York 401(k) Profit Sharing Plan and TrustMake the Road New York 401(k…$12MTom Bell Group 401(k) Retirement PlanTom Bell Group 401(k) Retire…$12M403(b) Thrift Plan for Employees of E Center403(b) Thrift Plan for Emplo…$12MPerfect Health 401(k) Plan$12MHillcrest Foodservice 401(k) PlanHillcrest Foodservice 401(k)…$12M
End-of-year total assets ($M) among Make the Road New York 401(k) Profit Sharing Plan and Trust 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$3M
Employer EIN113344389
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Make the Road New York)

Sponsor-wide plan assets over time

All Make the Road New York plans reported in each filing year

Latest sponsor-wide plan assets
$12M 73.4854486852039% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.97M $12.1M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 299 $7M
2023 1 302 $10M
2024 1 312 $12M

Nearby 401(k) Plans in New York

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

Make the Road New York 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Make the Road New York 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.012093943 · Participants: 312Make the Road New York 401(k) Profit Sharing Plan and TrustIBM 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
Make the Road New York 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Make the Road New York 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Make the Road New York 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tom Bell Group 401(k) Retirement Plan in CA ($12M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Make the Road New York 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Make the Road New York 401(k) Profit Sharing Plan and Trust grew sharply - up 26.9% during 2024, from $10M to $12M. Reported net income was $3M.
How have Make the Road New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Make the Road New York's sponsor-wide assets grew 73.5%, from $7M to $12M.
Which 401(k) plans are similar in size to Make the Road New York 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tom Bell Group 401(k) Retirement Plan in CA ($12M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Make the Road New York 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M 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 113344389.

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.