401(k) · DOL Form 5500 · 2023

The Metro Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
297
Participants Below avg headcount
67th
Percentile by assets National rank
$49,082
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Claire Edwards Charak 401(k) Plan · Sponsored by The Metro Group, Inc. · New York · Professional & Technical Services

$15M in assets, 297 participants

The Metro Group, Inc.'s Claire Edwards Charak 401(k) Plan reported $15M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,397 in Professional & Technical Services (20,321 peers)

Coverage in New York

Claire Edwards Charak 401(k) Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $15M.

#13,397
in Professional & Technical Services (20,321 peers)
+16.6%
assets growth YoY

Claire Edwards Charak 401(k) Plan's outsized position by total assets

Claire Edwards Charak 401(k) Plan vs every filed plan by assets

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

$14,577,417 Top 33% higher than 67% 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

Claire Edwards Charak 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claire Edwards Charak 401(k) Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claire Edwards Charak 401(k) Plan reported net income rose from -$820K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Claire Edwards Charak 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 111076550 · The Metro Group, Inc. PY 2023 · 401(k)

Claire Edwards Charak 401(k) Plan · $15M · 297 · 67th

  • EOY $15M
  • 5500 297
  • ASSETS 67th
  • PCT 401(k)
  • EIN near Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust
  • RANK ind #13397

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 →

Claire Edwards Charak 401(k) Plan in the asset neighbourhood

Claire Edwards Charak 401(k) PlanClaire Edwards Charak 401(k)…$15MWisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and TrustWisconsin Radiology Speciali…$15MPatriot Federal Credit Union Capital Accumulation PlanPatriot Federal Credit Union…$15MFlowerwood Nursery, Inc. and Affiliates Profit Sharing Plan and TrustFlowerwood Nursery, Inc. and…$15MMgc Contractors, Inc. 401(k) PlanMgc Contractors, Inc. 401(k)…$15M
End-of-year total assets ($M) among Claire Edwards Charak 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN111076550
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Metro Group, Inc.)

Sponsor-wide plan assets over time

All The Metro Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.79402108040811% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.5M $18.5M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 296 $13M
2023 1 297 $15M
2024 1 329 $18M

Nearby 401(k) Plans in New York

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

Claire Edwards Charak 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Claire Edwards Charak 401(k) Plan, Total assets ($B): 0.014577417 · Participants: 297Claire Edwards Charak 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
Claire Edwards Charak 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Claire Edwards Charak 401(k) Plan side-by-side with 3 peers →

Claire Edwards Charak 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust in WI ($15M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Claire Edwards Charak 401(k) Plan assets move in 2023? ▼
Claire Edwards Charak 401(k) Plan grew sharply - up 16.6% during 2023, from $13M to $15M. Reported net income was $2M.
How have The Metro Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Metro Group, Inc.'s sponsor-wide assets grew 47.8%, from $13M to $18M.
Which 401(k) plans are similar in size to Claire Edwards Charak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust in WI ($15M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Claire Edwards Charak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 111076550.

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.