401(k) · DOL Form 5500 · 2022

Defeo and Lilly, PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
27th
Percentile by assets National rank
$169,708
Avg per participant Above avg balance/head
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Official DOL plan name: Wm. T. Defeo, Dpm PC 401(k) Plan · Sponsored by Defeo and Lilly, PC · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 7 participants

Defeo and Lilly, PC's Wm. T. Defeo, Dpm PC 401(k) Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,941 in Healthcare & Social Assistance (20,060 peers)

Defeo and Lilly, PC multi-year trail

Defeo and Lilly, PC's plans moved -79.5% in assets from 2022 to 2024; this filing shows Wm. T. Defeo, Dpm PC 401(k) Plan at $1M / 7 participants.

#4,941
in Healthcare & Social Assistance (20,060 peers)
-25.6%
assets change YoY

The plan reported a net loss of $408K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wm. T. Defeo, Dpm PC 401(k) Plan among the smaller filed plans by assets

Wm. T. Defeo, Dpm PC 401(k) Plan vs every filed plan by assets

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

$1,187,955 27th percentile higher than 27% 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

Wm. T. Defeo, Dpm PC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm. T. Defeo, Dpm PC 401(k) Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 232145886 · Defeo and Lilly, PC PY 2022 · 401(k)

Wm. T. Defeo, Dpm PC 401(k) Plan · $1M · 7 · 27th

  • BOY $1M
  • SCH 7
  • EBSA 27th
  • PART 401(k)
  • TYPE near Charge Anywhere 401(k) Plan
  • NET ind #4941

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Wm. T. Defeo, Dpm PC 401(k) Plan in the asset neighbourhood

Wm. T. Defeo, Dpm PC 401(k) PlanWm. T. Defeo, Dpm PC 401(k) …$1MCharge Anywhere 401(k) Plan$1MBei 401(k) Plan$1MWashington Legal Clinic for the Homeless, Inc 401(k) Retirement PlanWashington Legal Clinic for …$1MValentine Roofing, Inc. 401(k) P/S PlanValentine Roofing, Inc. 401(…$1M
End-of-year total assets ($M) among Wm. T. Defeo, Dpm PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Defeo and Lilly, PC multi-year asset trail

Sponsor-wide plan assets over time

All Defeo and Lilly, PC plans reported in each filing year

Latest sponsor-wide plan assets
$244K 79.48322958361217% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.19M $0.24M ▼ -79.8%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $585K
2024 1 6 $244K

Defeo and Lilly, PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$408K
Employer EIN232145886
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Wm. T. Defeo, Dpm PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wm. T. Defeo, Dpm PC 401(k) Plan, Total assets ($B): 0.001187955 · Participants: 7Wm. T. Defeo, Dpm PC 401(k) 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
Wm. T. Defeo, Dpm PC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wm. T. Defeo, Dpm PC 401(k) Plan side-by-side with 3 peers →

Wm. T. Defeo, Dpm PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Charge Anywhere 401(k) Plan in NJ ($1M); 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 ($1M 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 Wm. T. Defeo, Dpm PC 401(k) Plan assets move in 2022? ▼
Wm. T. Defeo, Dpm PC 401(k) Plan declined sharply - down 25.6% during 2022, from $2M to $1M. Reported net income was -$408K.
How have Defeo and Lilly, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Defeo and Lilly, PC's sponsor-wide assets declined 79.5%, from $1M to $244K.
Which 401(k) plans are similar in size to Wm. T. Defeo, Dpm PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charge Anywhere 401(k) Plan in NJ ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Wm. T. Defeo, Dpm PC 401(k) Plan? ▼
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 232145886.

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.