401(k) · DOL Form 5500 · 2024

Assetgenie, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
306
Participants Below avg headcount
58th
Percentile by assets National rank
$35,969
Avg per participant Low balance/head
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Official DOL plan name: Assetgenie, Inc. 401(k) Plan · Sponsored by Assetgenie, Inc. · Pennsylvania · Other Services

$11M in assets, 306 participants

Assetgenie, Inc.'s Assetgenie, Inc. 401(k) Plan reported $11M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,862 in Other Services (7,719 peers)

Coverage in Pennsylvania

Assetgenie, Inc. 401(k) Plan covers 306 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#5,862
in Other Services (7,719 peers)
+12.8%
assets growth YoY

Assetgenie, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Assetgenie, Inc. 401(k) Plan vs every filed plan by assets

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

$11,006,513 Top 42% higher than 58% 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

Assetgenie, Inc. 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. Assetgenie, Inc. 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assetgenie, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Assetgenie, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Assetgenie, Inc. 401(k) Plan reported participants rose from 294 in the plan year 2023 filing to 306 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810681903 · Assetgenie, Inc. PY 2024 · 401(k)

Assetgenie, Inc. 401(k) Plan · $11M · 306 · 58th

  • TYPE $11M
  • NET 306
  • BOOK 58th
  • VS-ST 401(k)
  • BOY near Anverse, Inc. Retirement Savings Plan
  • SCH ind #5862

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 Other Services retirement plans → · Plans in Pennsylvania →

Assetgenie, Inc. 401(k) Plan in the asset neighbourhood

Assetgenie, Inc. 401(k) Plan$11MAnverse, Inc. Retirement Savings PlanAnverse, Inc. Retirement Sav…$11MFirst Federal Bank 401(k)Plan$11MCommunity First Bank of Indiana 401(k)/ Profit Sharing PlanCommunity First Bank of Indi…$11MLutheran Social Services Group, Inc. 401(k) Retirement PlanLutheran Social Services Gro…$11M
End-of-year total assets ($M) among Assetgenie, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN810681903
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assetgenie, Inc.)

Sponsor-wide plan assets over time

All Assetgenie, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.57052002433088% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.03M $11M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 217 $7M
2023 1 294 $10M
2024 1 306 $11M

Nearby 401(k) Plans in Pennsylvania

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

Assetgenie, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Assetgenie, Inc. 401(k) Plan, Total assets ($B): 0.011006513 · Participants: 306Assetgenie, Inc. 401(k) 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
Assetgenie, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Assetgenie, Inc. 401(k) Plan side-by-side with 3 peers →

Assetgenie, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Anverse, Inc. Retirement Savings Plan in GA ($11M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Assetgenie, Inc. 401(k) Plan assets move in 2024? ▼
Assetgenie, Inc. 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $10M to $11M. Reported net income was $1M.
How have Assetgenie, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assetgenie, Inc.'s sponsor-wide assets grew 56.6%, from $7M to $11M.
Which 401(k) plans are similar in size to Assetgenie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anverse, Inc. Retirement Savings Plan in GA ($11M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Assetgenie, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 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 810681903.

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.