Paychex Retirement 401(k) plan

Paychex Retirement LLC, Rochester, NY. EIN 85-3275179. Annual reports 2021–2024.

Paychex Retirement LLC has one active retirement plan on file, the Paychex Pooled Employer 401(k) Plan, with 661,036 participants and $1.8 billion in assets in 2024. Paychex has been its recordkeeper since 2021. No traditional pension plan appears in Paychex Retirement's filings since 2021.

Active plans: 1
Participants: 661,036
Plan assets: $1.8 billion
401(k) recordkeeper: Paychex
Plans on file: 1
Industry: Finance and insurance

The plan

Paychex Pooled Employer 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 85-3275179
Participants (2024): 661,036
Net assets (2024): $1.8 billion
Recordkeeper: Paychex2021–2023
Plan administrator: Paychex Retirement LLC
911 Panorama Trail South
Rochester, NY 14625
(585) 385-6666As filed for 2024
In effect since: January 1, 2021

Plans merged into this one: Youth Opportunity Retirement Plan (2022).

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	661,036	$1.8 billion	not listed
2023	537,703	$1.1 billion	Paychex
2022	338,049	$434 million	Paychex
2021	116,067	$110 million	Paychex

If you had money in one of these plans

Call Paychex (paychex.com), which runs the Paychex Pooled Employer 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((585) 385-6666). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Paychex Pooled Employer 401(k) Plan

If you had money in one of these plans

What these numbers are

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