401(k) · DOL Form 5500 · 2024

Amelia US LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
198
Participants Below avg headcount
87th
Percentile by assets National rank
$322,506
Avg per participant High balance/head
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Official DOL plan name: Amelia US 401(k) Plan · Sponsored by Amelia US LLC · New York · Professional & Technical Services

$64M in assets, 198 participants

Amelia US LLC's Amelia US 401(k) Plan reported $64M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,699 in Professional & Technical Services (20,173 peers)

Coverage in New York

Amelia US 401(k) Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $64M.

#17,699
in Professional & Technical Services (20,173 peers)
-7.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amelia US 401(k) Plan's outsized position by total assets

Amelia US 401(k) Plan vs every filed plan by assets

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

$63,856,163 Top 13% higher than 87% 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

Amelia US 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. Amelia US 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amelia US 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Amelia US 401(k) Plan reported participants fell from 308 in the plan year 2023 filing to 198 in the plan year 2024 filing.
  • Amelia US 401(k) Plan end-of-year assets fell from $69M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844092295 · Amelia US LLC PY 2024 · 401(k)

Amelia US 401(k) Plan · $64M · 198 · 87th

  • TYPE $64M
  • NET 198
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Tri-West, Ltd. 401(k)/Profit Sharing Plan
  • SCH ind #17699

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 →

Amelia US 401(k) Plan in the asset neighbourhood

Ledcor Contractors Group, Inc. 401(k) PlanLedcor Contractors Group, In…$64MAmelia US 401(k) Plan$64MTri-West, Ltd. 401(k)/Profit Sharing PlanTri-West, Ltd. 401(k)/Profit…$64MCongress Asset Management Co. 401(k) PlanCongress Asset Management Co…$64MReplacements, Ltd. 401(k) PlanReplacements, Ltd. 401(k) Pl…$64M
End-of-year total assets ($M) among Amelia US 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$64M
Net Income-$5M
Employer EIN844092295
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amelia US LLC)

Sponsor-wide plan assets over time

All Amelia US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$202M 236.76010605711917% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $60.1M $202M ▲ +236.8%
Year Plans Participants Total Assets
2022 1 294 $60M
2023 1 308 $69M
2024 3 1,135 $202M

Nearby 401(k) Plans in New York

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

Amelia US 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amelia US 401(k) Plan, Total assets ($B): 0.063856163 · Participants: 198Amelia US 401(k) 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
Amelia US 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amelia US 401(k) Plan side-by-side with 3 peers →

Amelia US 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tri-West, Ltd. 401(k)/Profit Sharing Plan in CA ($64M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Amelia US 401(k) Plan assets move in 2024? ▼
Amelia US 401(k) Plan pulled back noticeably - down 7.7% during 2024, from $69M to $64M. Reported net income was -$5M.
How have Amelia US LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amelia US LLC's sponsor-wide assets grew 236.8%, from $60M to $202M.
Where does Amelia US 401(k) Plan rank by assets among Form 5500 filers? ▼
Amelia US 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amelia US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-West, Ltd. 401(k)/Profit Sharing Plan in CA ($64M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Amelia US 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alltrails 401(k) Plan in CA (198 participants, $19M 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 844092295.

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.