401(k) · DOL Form 5500 · 2024

Numerix LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 166
Participants Small participant base: 72nd
Percentile by assets National rank: $135,316
Avg per participant Near avg balance/head

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

$22M in assets, 166 participants

Numerix LLC's Numerix LLC 401(k) Savings Plan reported $22M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#14,519 in Professional & Technical Services (20,173 peers)

Coverage in New York

Numerix LLC 401(k) Savings Plan covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $22M.

#14,519
in Professional & Technical Services (20,173 peers): +5.7%
assets growth YoY

Numerix LLC 401(k) Savings Plan's outsized position by total assets

Numerix LLC 401(k) Savings Plan vs every filed plan by assets

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

$22,462,520 Top 28% higher than 72% 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

Numerix LLC 401(k) Savings 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. Numerix LLC 401(k) Savings Plan sits mid-pack in the medium band (166 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%)

Numerix LLC 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Numerix LLC 401(k) Savings Plan reported participants rose from 155 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Numerix LLC 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364066167 · Numerix LLC PY 2024 · 401(k)

Numerix LLC 401(k) Savings Plan · $22M · 166 · 72nd

NET $22M
BOOK 166
VS-ST 72nd
BOY 401(k)
SCH near Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan
EBSA ind #14519

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 Numerix LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$22M
Net Income	$1M
Employer EIN	364066167
Plan Effective Date	1998-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Numerix LLC)

Latest sponsor-wide plan assets: $22M 25.093642636753895% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	169	$18M
2023	1	155	$21M
2024	1	166	$22M

Nearby 401(k) Plans in New York

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

Numerix LLC 401(k) Savings 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 Numerix LLC 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan in MI ($22M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan (MI) $22M · 240
Red Rock Retirement Benefits Plan (OK) $22M · 893
Global Infotek 401(k) Profit Sharing Plan (VA) $22M · 100
Gbank 401(k) Profit Sharing Plan (NV) $22M · 163

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

Awesome 401(k) Plan (CA) 166 · 0 off
Pacific Dealership Group Retirement Plan (CA) 166 · 0 off
Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
California Bank of Commerce Profit Sharing 401(k) Plan (CA) 166 · 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 Numerix LLC 401(k) Savings Plan assets move in 2024? ▼

Numerix LLC 401(k) Savings Plan grew at a solid clip - up 5.7% during 2024, from $21M to $22M. Reported net income was $1M.

How have Numerix LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Numerix LLC's sponsor-wide assets grew 25.1%, from $18M to $22M.

Which 401(k) plans are similar in size to Numerix LLC 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Southern Michigan Bancorp, Inc. Employee Stock Ownership Plan in MI ($22M, 240 participants).

Which 401(k) plans cover a similar participant headcount to Numerix LLC 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 364066167.