401(k) · DOL Form 5500 · 2024

Aerzen USA Corp 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
194
Participants Below avg headcount
68th
Percentile by assets National rank
$91,925
Avg per participant Below avg balance/head
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Official DOL plan name: Aerzen USA Corp. 401(k) Profit Sharing Plan · Sponsored by Aerzen USA Corp · Pennsylvania · Manufacturing

$18M in assets, 194 participants

Aerzen USA Corp's Aerzen USA Corp. 401(k) Profit Sharing Plan reported $18M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,107 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Aerzen USA Corp. 401(k) Profit Sharing Plan covers 194 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#10,107
in Manufacturing (17,777 peers)
+35.1%
assets growth YoY

Aerzen USA Corp. 401(k) Profit Sharing Plan's outsized position by total assets

Aerzen USA Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,833,422 Top 32% higher than 68% 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

Aerzen USA Corp. 401(k) Profit Sharing 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. Aerzen USA Corp. 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aerzen USA Corp. 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Aerzen USA Corp. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Aerzen USA Corp. 401(k) Profit Sharing Plan reported participants rose from 170 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341384479 · Aerzen USA Corp PY 2024 · 401(k)

Aerzen USA Corp. 401(k) Profit Sharing Plan · $18M · 194 · 68th

  • RANK $18M
  • RANK 194
  • RANK 68th
  • RANK 401(k)
  • RANK near Mclean Contracting Company 401(k) Retirement Plan
  • RANK ind #10107

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Aerzen USA Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Aerzen USA Corp. 401(k) Profit Sharing PlanAerzen USA Corp. 401(k) Prof…$18MMclean Contracting Company 401(k) Retirement PlanMclean Contracting Company 4…$18MPako, Inc. Employees' 401(k) Plan and TrustPako, Inc. Employees' 401(k)…$18MInternet Testing Systems, L.L.C. 401(k) Profit Sharing Plan & TrustInternet Testing Systems, L.…$18MJ. B. Coxwell Contracting, Inc. 401(k) Plan and TrustJ. B. Coxwell Contracting, I…$18M
End-of-year total assets ($M) among Aerzen USA Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN341384479
Plan Effective Date1997-11-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerzen USA Corp)

Sponsor-wide plan assets over time

All Aerzen USA Corp plans reported in each filing year

Latest sponsor-wide plan assets
$18M 68.66193053710266% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.6M $17.8M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 160 $11M
2023 1 170 $13M
2024 1 194 $18M

Nearby 401(k) Plans in Pennsylvania

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

Aerzen USA Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Aerzen USA Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.017833422 · Participants: 194Aerzen USA Corp. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Aerzen USA Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aerzen USA Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aerzen USA Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mclean Contracting Company 401(k) Retirement Plan in MD ($18M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Aerzen USA Corp. 401(k) Profit Sharing Plan assets move in 2024? ▼
Aerzen USA Corp. 401(k) Profit Sharing Plan surged - up 35.1% during 2024, from $13M to $18M. Reported net income was $4M.
How have Aerzen USA Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aerzen USA Corp's sponsor-wide assets grew 68.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Aerzen USA Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mclean Contracting Company 401(k) Retirement Plan in MD ($18M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Aerzen USA Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teamsnap Retirement Savings Plan in IL (194 participants, $7M 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 341384479.

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.