401(k) · DOL Form 5500 · 2024

Julia Dyckman Andrus Memorial 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
382
Participants Below avg headcount
63rd
Percentile by assets National rank
$37,506
Avg per participant Low balance/head
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Official DOL plan name: Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · Sponsored by Julia Dyckman Andrus Memorial · New York · Healthcare & Social Assistance

$14M in assets, 382 participants

Julia Dyckman Andrus Memorial's Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported $14M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,600 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan covers 382 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $14M.

#11,600
in Healthcare & Social Assistance (16,916 peers)
+1.7%
assets growth YoY

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$14,327,221 Top 37% higher than 63% 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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement 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. Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $234K in the plan year 2024 filing.
  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan reported participants fell from 420 in the plan year 2023 filing to 382 in the plan year 2024 filing.
  • Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132793295 · Julia Dyckman Andrus Memorial PY 2024 · 401(k)

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan · $14M · 382 · 63rd

  • EBSA $14M
  • EBSA 382
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Retirement Plan of the Nonunion Employees of the Pebtf
  • EBSA ind #11600

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan in the asset neighbourhood

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$14MRetirement Plan of the Nonunion Employees of the PebtfRetirement Plan of the Nonun…$14MEteam Inc. 401(k) Plan$14MAlanric Food Distributors, Inc. Retirement PlanAlanric Food Distributors, I…$14MWright and Greenhill, P.C. 401(k) Profit Sharing PlanWright and Greenhill, P.C. 4…$14M
End-of-year total assets ($M) among Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$234K
Employer EIN132793295
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Julia Dyckman Andrus Memorial)

Sponsor-wide plan assets over time

All Julia Dyckman Andrus Memorial plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.46695242444541% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.2M $14.3M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 440 $12M
2023 1 420 $14M
2024 1 382 $14M

Nearby 401(k) Plans in New York

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

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan, Total assets ($B): 0.014327221 · Participants: 382Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement 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
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Retirement Plan of the Nonunion Employees of the Pebtf in PA ($14M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan edged up modestly - up 1.7% during 2024, from $14M to $14M. Reported net income was $234K.
How have Julia Dyckman Andrus Memorial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julia Dyckman Andrus Memorial's sponsor-wide assets grew 17.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Plan of the Nonunion Employees of the Pebtf in PA ($14M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 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 132793295.

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.