Retirement plan

ABOVE PAR INC. 401(K) PLAN

Name: ABOVE PAR INC. - ABOVE PAR INC. 401(K) PLAN (2025) Form 5500
Creator: ABOVE PAR INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABOVE PAR INC. 401(K) PLAN, ABOVE PAR INC.

ABOVE PAR INC.EIN 13-3908016Plan #001PY 2025

6 PURCHASE ST. - RYE, NY 10580914-772-7564above-bar.comLinkedIn1-10 employees

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$531K

+28.2% from 2024

Total participants

+50.0% from 2024

Average account balance

$531,261

+28.2% from 2024

Annual return

20.13%

+8.76 pp from 2024

Benchmarks

See 8,961 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort8,961 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$531K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$531K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

33.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.13%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$20

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20

$7 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$531,261

$101,618+422.8%

$93,063+470.9%

$137,256+287.1%

Participation rate

33.3%

74.9%-41.6pp

72.1%-38.8pp

80.0%-46.6pp

Annual return

20.13%

223.95%-203.8pp

34.15%-14.0pp

220.34%-200.2pp

Employer contribution / active EE

$833

$2,707-69.2%

$2,476-66.4%

$4,156-80.0%

Participant deferral / active EE

$10,333

$4,279+141.5%

$3,958+161.1%

$6,407+61.3%

Admin fee / account holder

$20

$6,198-99.7%

$6,033-99.7%

$12,270-99.8%

ABOVE PAR INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABOVE PAR INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion