401(k) · DOL Form 5500 · 2023

Bartlett Rochester & Distribution 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
90
Participants Small participant base
31st
Percentile by assets National rank
$23,208
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartlett Rochester & Distribution 401(k) Plan · Sponsored by Bartlett Rochester & Distribution · New York · Wholesale Trade

$2M in assets, 90 participants

Bartlett Rochester & Distribution's Bartlett Rochester & Distribution 401(k) Plan reported $2M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,271 in Wholesale Trade (6,309 peers)

Bartlett Rochester & Distribution multi-year trail

Bartlett Rochester & Distribution's plans moved +60.8% in assets from 2022 to 2024; this filing shows Bartlett Rochester & Distribution 401(k) Plan at $2M / 90 participants.

#1,271
in Wholesale Trade (6,309 peers)
+33.6%
assets growth YoY

Bartlett Rochester & Distribution 401(k) Plan among the smaller filed plans by assets

Bartlett Rochester & Distribution 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,088,754 31st percentile higher than 31% of 127,068 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 2023

Bartlett Rochester & Distribution 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartlett Rochester & Distribution 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartlett Rochester & Distribution 401(k) Plan reported net income rose from -$149K in the plan year 2022 filing to $534K in the plan year 2023 filing.
  • Bartlett Rochester & Distribution 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bartlett Rochester & Distribution 401(k) Plan reported participants fell from 130 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 743168509 · Bartlett Rochester & Distribution PY 2023 · 401(k)

Bartlett Rochester & Distribution 401(k) Plan · $2M · 90 · 31st

  • IND $2M
  • EOY 90
  • 5500 31st
  • ASSETS 401(k)
  • PCT near Foundation Properties Corporation 401(k) Plan
  • EIN ind #1271

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 →

Bartlett Rochester & Distribution 401(k) Plan in the asset neighbourhood

Bartlett Rochester & Distribution 401(k) PlanBartlett Rochester & Distrib…$2MFoundation Properties Corporation 401(k) PlanFoundation Properties Corpor…$2MJorgensen, Schulz & Associates, S.C. Profit Sharing PlanJorgensen, Schulz & Associat…$2MQuality Pork International Inc. 401(k) PlanQuality Pork International I…$2MThe Perspective Group, LLC, Safe Harbor 401(k) Profit Sharing PlanThe Perspective Group, LLC, …$2M
End-of-year total assets ($M) among Bartlett Rochester & Distribution 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bartlett Rochester & Distribution multi-year asset trail

Sponsor-wide plan assets over time

All Bartlett Rochester & Distribution plans reported in each filing year

Latest sponsor-wide plan assets
$3M 60.80961821321226% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.56M $2.51M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 130 $2M
2023 1 90 $2M
2024 1 201 $3M

Bartlett Rochester & Distribution filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$534K
Employer EIN743168509
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bartlett Rochester & Distribution 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bartlett Rochester & Distribution 401(k) Plan, Total assets ($B): 0.002088754 · Participants: 90Bartlett Rochester & Distribution 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bartlett Rochester & Distribution 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bartlett Rochester & Distribution 401(k) Plan side-by-side with 3 peers →

Bartlett Rochester & Distribution 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Foundation Properties Corporation 401(k) Plan in KS ($2M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bartlett Rochester & Distribution 401(k) Plan assets move in 2023? ▼
Bartlett Rochester & Distribution 401(k) Plan surged - up 33.6% during 2023, from $2M to $2M. Reported net income was $534K.
How have Bartlett Rochester & Distribution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett Rochester & Distribution's sponsor-wide assets grew 60.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Bartlett Rochester & Distribution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundation Properties Corporation 401(k) Plan in KS ($2M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Bartlett Rochester & Distribution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743168509.

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.