401(k) · DOL Form 5500 · 2024
U.S. Retirement Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 792
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $107,388
- Avg per participant Below avg balance/head
Official DOL plan name: U. S. Retirement Partners 401(k) Plan · Sponsored by U.S. Retirement Partners, Inc. · New Jersey · Finance & Insurance
$85M in assets, 792 participants
U.S. Retirement Partners, Inc.'s U. S. Retirement Partners 401(k) Plan reported $85M in total assets and 792 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,124 in Finance & Insurance (8,549 peers)
Where U. S. Retirement Partners 401(k) Plan sits by assets
U. S. Retirement Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $85M for 792 participants (~$107,388/participant), up 46.5% in 2024.
- #7,124
- in Finance & Insurance (8,549 peers)
- +46.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
U. S. Retirement Partners 401(k) Plan's outsized position by total assets
U. S. Retirement Partners 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,050,954 Top 11% higher than 89% 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
U. S. Retirement Partners 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. U. S. Retirement Partners 401(k) Plan sits mid-pack in the medium band (792 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U. S. Retirement Partners 401(k) Plan end-of-year assets rose from $58M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- U. S. Retirement Partners 401(k) Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- U. S. Retirement Partners 401(k) Plan reported participants rose from 763 in the plan year 2023 filing to 792 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 260829701 · U.S. Retirement Partners, Inc. PY 2024 · 401(k)
U. S. Retirement Partners 401(k) Plan · $85M · 792 · 89th
- ASSETS $85M
- PCT 792
- EIN 89th
- RANK 401(k)
- PHOTO near Mittera Group, Inc. 401(k) Retirement Plan
- IND ind #7124
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 Finance & Insurance retirement plans → · Plans in New Jersey →
U. S. Retirement Partners 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $11M |
| Employer EIN | 260829701 |
| Plan Effective Date | 2010-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.S. Retirement Partners, Inc.)
Sponsor-wide plan assets over time
All U.S. Retirement Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 86.63005613387305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 708 | $46M |
| 2023 | 1 | 763 | $58M |
| 2024 | 1 | 792 | $85M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
U. S. Retirement Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Mittera Group, Inc. 401(k) Retirement Plan in IA ($85M); by covered participants it is Upwork Retirement Savings Plan in CA (792 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Mittera Group, Inc. 401(k) Retirement Plan (IA) $85M · 1,736
- Esler Companies 401(k) Plan (RI) $85M · 1,497
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) $85M · 295
- Extreme Reach Inc. 401(k) Profit Sharing Plan Trust (MA) $85M · 731
Similar participant headcount
Nearest other-state filings by covered participants (792 participants); asset peers above are excluded.
- Upwork Retirement Savings Plan (CA) 792 · 0 off
- Cityblock 401(k) Plan (NY) 792 · 0 off
- Ba Holdings, Inc. Savings Plan (CA) 792 · 0 off
- Puris, LLC 401(k) Plan (TX) 792 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.