401(k) · DOL Form 5500 · 2022

Elion, Grieco, Carlucci & Shipman, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
41st
Percentile by assets National rank
$259,357
Avg per participant Above avg balance/head
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Official DOL plan name: Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan · Sponsored by Elion, Grieco, Carlucci & Shipman, P.C. · Pennsylvania · Professional & Technical Services

$3M in assets, 12 participants

Elion, Grieco, Carlucci & Shipman, P.C.'s Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan reported $3M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,285 in Professional & Technical Services (21,562 peers)

Elion, Grieco, Carlucci & Shipman, P.C. multi-year trail

Elion, Grieco, Carlucci & Shipman, P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan at $3M / 12 participants.

#8,285
in Professional & Technical Services (21,562 peers)
-12.4%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs every filed plan by assets

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

$3,112,279 41st percentile higher than 41% 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

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 232264295 · Elion, Grieco, Carlucci & Shipman, P.C. PY 2022 · 401(k)

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan · $3M · 12 · 41st

  • BOOK $3M
  • BOOK 12
  • BOOK 41st
  • BOOK 401(k)
  • BOOK near Labcon, Inc. 401(k) Plan
  • BOOK ind #8285

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 Pennsylvania →

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan in the asset neighbourhood

Elion, Grieco, Carlucci & Shipman, P.C. Retirement PlanElion, Grieco, Carlucci & Sh…$3MLabcon, Inc. 401(k) Plan$3MComplete Health Care Solutions, Inc. Profit Sharing PlanComplete Health Care Solutio…$3MAchi 401(k)$3MEugene Eye Care Associates, P.C. 401(k) Profit Sharing PlanEugene Eye Care Associates, …$3M
End-of-year total assets ($M) among Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Elion, Grieco, Carlucci & Shipman, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Elion, Grieco, Carlucci & Shipman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.032806827408468% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.11M $3.86M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 9 $3M
2024 1 8 $4M

Elion, Grieco, Carlucci & Shipman, P.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$439K
Employer EIN232264295
Plan Effective Date1983-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan, Total assets ($B): 0.003112279 · Participants: 12Elion, Grieco, Carlucci & Shipman, P.C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan side-by-side with 3 peers →

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Labcon, Inc. 401(k) Plan in TX ($3M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan assets move in 2022? ▼
Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan pulled back noticeably - down 12.4% during 2022, from $4M to $3M. Reported net income was -$439K.
How have Elion, Grieco, Carlucci & Shipman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elion, Grieco, Carlucci & Shipman, P.C.'s sponsor-wide assets grew 24.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labcon, Inc. 401(k) Plan in TX ($3M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A 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 232264295.

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.