401(k) · DOL Form 5500 · 2024
Usherwood Business Equipment Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $80,465
- Avg per participant Below avg balance/head
Official DOL plan name: Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan · Sponsored by Usherwood Business Equipment Inc. · New York · Wholesale Trade
$12M in assets, 144 participants
Usherwood Business Equipment Inc.'s Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan reported $12M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,088 in Wholesale Trade (6,080 peers)
Coverage in New York
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $12M.
- #3,088
- in Wholesale Trade (6,080 peers)
- +21.6%
- assets growth YoY
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,586,962 Top 41% higher than 59% 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
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 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. Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan reported net income rose from $987K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 161135311 · Usherwood Business Equipment Inc. PY 2024 · 401(k)
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan · $12M · 144 · 59th
- PART $12M
- PART 144
- PART 59th
- PART 401(k)
- PART near Bergeson, LLP 401(k) Plan
- PART ind #3088
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 Wholesale Trade retirement plans → · Plans in New York →
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 161135311 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usherwood Business Equipment Inc.)
Sponsor-wide plan assets over time
All Usherwood Business Equipment Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.718330889801905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $9M |
| 2023 | 1 | 144 | $10M |
| 2024 | 1 | 144 | $12M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bergeson, LLP 401(k) Plan in CA ($12M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 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 (144 participants); asset peers above are excluded.
- Associated Credit Union of Texas 401(k) Plan and Trust (TX) 144 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 144 · 0 off
- Salud Revenue Partners LLC 401(k) Plan (IN) 144 · 0 off
- Stl Office Solutions, Inc. 401(k) Plan (IL) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.