401(k) · DOL Form 5500 · 2024

Quartile, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 134
Participants Small participant base: 47th
Percentile by assets National rank: $48,622
Avg per participant Low balance/head

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Official DOL plan name: Quartile 401(k) Plan · Sponsored by Quartile, LLC · New York · Professional & Technical Services

$7M in assets, 134 participants

Quartile, LLC's Quartile 401(k) Plan reported $7M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#9,063 in Professional & Technical Services (20,173 peers)

Coverage in New York

Quartile 401(k) Plan covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,063
in Professional & Technical Services (20,173 peers): +30.4%
assets growth YoY

Quartile 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Quartile 401(k) Plan vs every filed plan by assets

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

$6,515,345 47th percentile higher than 47% 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

Quartile 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. Quartile 401(k) Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Quartile 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Quartile 401(k) Plan reported participants fell from 155 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822891231 · Quartile, LLC PY 2024 · 401(k)

Quartile 401(k) Plan · $7M · 134 · 47th

ASSETS $7M
PCT 134
EIN 47th
RANK 401(k)
PHOTO near Esquire Law LLC 401(k) Profit Sharing Plan & Trust
IND ind #9063

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 York →

End-of-year total assets ($M) among Quartile 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)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	822891231
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Quartile, LLC)

Latest sponsor-wide plan assets: $7M 88.63662750046107% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$3M
2023	1	155	$5M
2024	1	134	$7M

Nearby 401(k) Plans in New York

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

Quartile 401(k) 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 Quartile 401(k) Plan side-by-side with 3 peers →

Quartile 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Esquire Law LLC 401(k) Profit Sharing Plan & Trust in FL ($7M); by covered participants it is Consumertrack, Inc. 401(k) Profit Sharing Plan in CA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Esquire Law LLC 401(k) Profit Sharing Plan & Trust (FL) $7M · 281
Marshall Excelsior Company 401(k) Plan (MI) $7M · 177
Publishers International Linking Association, Inc. 401(k) Profit Sharing Plan and Trust (MA) $7M · 18
American Financial Resources 401(k) Plan (NJ) $7M · 172

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
Delta Electronics Mfg Corp. 401(k) Savings Plan (MA) 134 · 0 off

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 Quartile 401(k) Plan assets move in 2024? ▼

Quartile 401(k) Plan surged - up 30.4% during 2024, from $5M to $7M. Reported net income was $2M.

How have Quartile, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Quartile, LLC's sponsor-wide assets grew 88.6%, from $3M to $7M.

Which 401(k) plans are similar in size to Quartile 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Esquire Law LLC 401(k) Profit Sharing Plan & Trust in FL ($7M, 281 participants).

Which 401(k) plans cover a similar participant headcount to Quartile 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Consumertrack, Inc. 401(k) Profit Sharing Plan in CA (134 participants, $11M 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 822891231.