401(k) · DOL Form 5500 · 2022
Joseph J. Blake & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $169,201
- Avg per participant Above avg balance/head
Official DOL plan name: Joseph J. Blake & Associates, Inc. Savings and Retirement Plan · Sponsored by Joseph J. Blake & Associates, Inc. · New York · Real Estate
$17M in assets, 100 participants
Joseph J. Blake & Associates, Inc.'s Joseph J. Blake & Associates, Inc. Savings and Retirement Plan reported $17M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #4,423 in Real Estate (5,057 peers)
Coverage in New York
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $17M.
- #4,423
- in Real Estate (5,057 peers)
- -19.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan's outsized position by total assets
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,920,143 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Joseph J. Blake & Associates, Inc. Savings and 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. Joseph J. Blake & Associates, Inc. Savings and Retirement Plan is a small filing (100 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 112004892 · Joseph J. Blake & Associates, Inc. PY 2022 · 401(k)
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan · $17M · 100 · 75th
- NET $17M
- BOOK 100
- VS-ST 75th
- BOY 401(k)
- SCH near Centerspace 401(k) Plan
- EBSA ind #4423
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 Real Estate retirement plans → · Plans in New York →
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 112004892 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph J. Blake & Associates, Inc.)
Sponsor-wide plan assets over time
All Joseph J. Blake & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 49.60495310234671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $17M |
| 2023 | 1 | 107 | $21M |
| 2024 | 1 | 92 | $25M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Centerspace 401(k) Plan in ND ($17M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Centerspace 401(k) Plan (ND) $17M · 428
- The Urology Center P C 401(k) Plan and Trust (NE) $17M · 58
- Systems Technologies, Inc. 401(k) Plan (NJ) $17M · 80
- Reingold, Inc. 401(k) Plan (VA) $17M · 257
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- The Contractors Retirement Plan (AZ) 100 · 0 off
- Infogix, Inc. Retirement Savings Plan & Trust (IL) 100 · 0 off
- Rock Creek Publishing, Inc. 401(k) Retirement Plan (DC) 100 · 0 off
- Adcolony, Inc. 401(k) Plan (CA) 100 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.