401(k) · DOL Form 5500 · 2024

Amerex Group, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
77
Participants Small participant base
66th
Percentile by assets National rank
$212,831
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amerex Group 401(k) Profit Sharing Plan · Sponsored by Amerex Group, LLC · New York · Wholesale Trade

$16M in assets, 77 participants

Amerex Group, LLC's Amerex Group 401(k) Profit Sharing Plan reported $16M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,658 in Wholesale Trade (6,080 peers)

Amerex Group, LLC multi-year trail

Amerex Group, LLC's plans moved +11.6% in assets from 2022 to 2024; this filing shows Amerex Group 401(k) Profit Sharing Plan at $16M / 77 participants.

#3,658
in Wholesale Trade (6,080 peers)
+6.7%
assets growth YoY

Amerex Group 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Amerex Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,387,964 Top 34% higher than 66% 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

Amerex Group 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerex Group 401(k) Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Amerex Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Amerex Group 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2024 filing.
  • Amerex Group 401(k) Profit Sharing Plan reported participants rose from 70 in the plan year 2022 filing to 77 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 203945351 · Amerex Group, LLC PY 2024 · 401(k)

Amerex Group 401(k) Profit Sharing Plan · $16M · 77 · 66th

  • NET $16M
  • NET 77
  • NET 66th
  • NET 401(k)
  • NET near Oac 401(k) and Profit Sharing Plan
  • NET ind #3658

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 →

Amerex Group 401(k) Profit Sharing Plan in the asset neighbourhood

Amerex Group 401(k) Profit Sharing PlanAmerex Group 401(k) Profit S…$16MOac 401(k) and Profit Sharing PlanOac 401(k) and Profit Sharin…$16MSpokeo Inc 401(k) Profit Sharing Plan & TrustSpokeo Inc 401(k) Profit Sha…$16MLaboratory Testing Inc. Retirement PlanLaboratory Testing Inc. Reti…$16MThe Causeway Family of Auto Dealerships Profit Sharing 401(k) PlanThe Causeway Family of Auto …$16M
End-of-year total assets ($M) among Amerex Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Amerex Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Amerex Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.594228656314149% vs 2022
2024 filing year
$14M$15M$16M$17M 20222024 $14.7M $16.4M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 70 $15M
2024 1 77 $16M

Amerex Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN203945351
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Amerex Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amerex Group 401(k) Profit Sharing Plan, Total assets ($B): 0.016387964 · Participants: 77Amerex Group 401(k) Profit Sharing 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
Amerex Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amerex Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Amerex Group 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 Oac 401(k) and Profit Sharing Plan in OK ($16M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Amerex Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Amerex Group 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2024, from $15M to $16M. Reported net income was $1M.
How have Amerex Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Amerex Group, LLC's sponsor-wide assets grew 11.6%, from $15M to $16M.
Which 401(k) plans are similar in size to Amerex Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oac 401(k) and Profit Sharing Plan in OK ($16M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Amerex Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants, N/A 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 203945351.

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.