401(k) · DOL Form 5500 · 2024

Amercareroyal, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
415
Participants Below avg headcount
77th
Percentile by assets National rank
$69,648
Avg per participant Below avg balance/head
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Official DOL plan name: Amercareroyal 401(k) Plan · Sponsored by Amercareroyal, LLC · Pennsylvania · Wholesale Trade

$29M in assets, 415 participants

Amercareroyal, LLC's Amercareroyal 401(k) Plan reported $29M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,553 in Wholesale Trade (6,080 peers)

Where Amercareroyal 401(k) Plan sits by assets

Amercareroyal 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 415 participants (~$69,648/participant), up 70.7% in 2024.

#4,553
in Wholesale Trade (6,080 peers)
+70.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Amercareroyal 401(k) Plan vs every filed plan by assets

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

$28,903,721 Top 23% higher than 77% 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

Amercareroyal 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. Amercareroyal 401(k) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amercareroyal 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Amercareroyal 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Amercareroyal 401(k) Plan reported participants rose from 362 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231540260 · Amercareroyal, LLC PY 2024 · 401(k)

Amercareroyal 401(k) Plan · $29M · 415 · 77th

  • 5500 $29M
  • ASSETS 415
  • PCT 77th
  • EIN 401(k)
  • RANK near Lee & Mason Financial Services, Inc. 401(k) Plan
  • PHOTO ind #4553

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 Pennsylvania →

Amercareroyal 401(k) Plan in the asset neighbourhood

Florida Urology Partners, LLP 401(k) PlanFlorida Urology Partners, LL…$29MAmercareroyal 401(k) Plan$29MLee & Mason Financial Services, Inc. 401(k) PlanLee & Mason Financial Servic…$29MSetton Pistachio of Terra Bella, Inc. 401(k) PlanSetton Pistachio of Terra Be…$29MParkview Orthopaedic Group, S.C. Profit Sharing Plan and TrustParkview Orthopaedic Group, …$29M
End-of-year total assets ($M) among Amercareroyal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN231540260
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amercareroyal, LLC)

Sponsor-wide plan assets over time

All Amercareroyal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 125.06973538165589% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $12.8M $28.9M ▲ +125.1%
Year Plans Participants Total Assets
2022 1 294 $13M
2023 1 362 $17M
2024 1 415 $29M

Nearby 401(k) Plans in Pennsylvania

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

Amercareroyal 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Amercareroyal 401(k) Plan, Total assets ($B): 0.028903721 · Participants: 415Amercareroyal 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Amercareroyal 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Amercareroyal 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Lee & Mason Financial Services, Inc. 401(k) Plan in NY ($29M); by covered participants it is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Amercareroyal 401(k) Plan assets move in 2024? ▼
Amercareroyal 401(k) Plan surged - up 70.7% during 2024, from $17M to $29M. Reported net income was $6M.
How have Amercareroyal, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amercareroyal, LLC's sponsor-wide assets grew 125.1%, from $13M to $29M.
Where does Amercareroyal 401(k) Plan rank by assets among Form 5500 filers? ▼
Amercareroyal 401(k) Plan ranks in the 77th 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 Amercareroyal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee & Mason Financial Services, Inc. 401(k) Plan in NY ($29M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Amercareroyal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants, $24M 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 231540260.

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.