401(k) · DOL Form 5500 · 2022

Anthony Baldi 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$322,020
Avg per participant High balance/head
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Official DOL plan name: Anthony Baldi 401(k) Profit Sharing Plan & Trust · Sponsored by Anthony Baldi · New York · Finance & Insurance

$2M in assets, 7 participants

Anthony Baldi's Anthony Baldi 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,237 in Finance & Insurance (9,261 peers)

Anthony Baldi multi-year trail

Anthony Baldi's plans moved +23.3% in assets from 2022 to 2024; this filing shows Anthony Baldi 401(k) Profit Sharing Plan & Trust at $2M / 7 participants.

#2,237
in Finance & Insurance (9,261 peers)
-40.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anthony Baldi 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,254,140 36th percentile higher than 36% of 139,123 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 2022

Anthony Baldi 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony Baldi 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 161583005 · Anthony Baldi PY 2022 · 401(k)

Anthony Baldi 401(k) Profit Sharing Plan & Trust · $2M · 7 · 36th

  • 5500 $2M
  • 5500 7
  • 5500 36th
  • 5500 401(k)
  • 5500 near Pss Distribution Services 401(k) Plan
  • 5500 ind #2237

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 Finance & Insurance retirement plans → · Plans in New York →

Anthony Baldi 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Anthony Baldi 401(k) Profit Sharing Plan & TrustAnthony Baldi 401(k) Profit …$2MPss Distribution Services 401(k) PlanPss Distribution Services 40…$2MIllinois Insurance Association 401(k) PlanIllinois Insurance Associati…$2MFor Bare Feet, LLC. 401(k) PlanFor Bare Feet, LLC. 401(k) P…$2MIt America 401(k) Plan$2M
End-of-year total assets ($M) among Anthony Baldi 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Anthony Baldi multi-year asset trail

Sponsor-wide plan assets over time

All Anthony Baldi plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.265325135084776% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.78M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 10 $3M

Anthony Baldi filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN161583005
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Anthony Baldi 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00225414 · Participants: 7Anthony Baldi 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Anthony Baldi 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Anthony Baldi 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pss Distribution Services 401(k) Plan in NJ ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anthony Baldi 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Anthony Baldi 401(k) Profit Sharing Plan & Trust contracted severely - down 40.6% during 2022, from $4M to $2M. Reported net income was -$2M.
How have Anthony Baldi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthony Baldi's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pss Distribution Services 401(k) Plan in NJ ($2M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161583005.

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.