401(k) · DOL Form 5500 · 2022
Petretti & Associates LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $172,758
- Avg per participant Above avg balance/head
Official DOL plan name: Petretti & Associates 401(k) Profit Sharing Plan and Trust · Sponsored by Petretti & Associates LLC · New York · Other Services
$3M in assets, 20 participants
Petretti & Associates LLC's Petretti & Associates 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,401 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Petretti & Associates 401(k) Profit Sharing Plan and Trust ranks #5,401 of 8,398 2022 filers by assets (581% of the sector average)-$3M for 20 participants.
- #5,401
- in Other Services (8,398 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $305K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Petretti & Associates 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers
Petretti & Associates 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,455,155 43rd percentile higher than 43% 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
Petretti & Associates 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Petretti & Associates 401(k) Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.
DOL schedule card
Filing strip 274427311 · Petretti & Associates LLC PY 2022 · 401(k)
Petretti & Associates 401(k) Profit Sharing Plan and Trust · $3M · 20 · 43rd
- PART $3M
- PART 20
- PART 43rd
- PART 401(k)
- PART near New Choices, Inc. 401(k) Retirement Plan
- PART ind #5401
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 Other Services retirement plans → · Plans in New York →
Petretti & Associates 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$305K |
| Employer EIN | 274427311 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Petretti & Associates LLC)
Sponsor-wide plan assets over time
All Petretti & Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 47.76436947112358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $3M |
| 2023 | 1 | 27 | $4M |
| 2024 | 1 | 23 | $5M |
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
Petretti & Associates 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is New Choices, Inc. 401(k) Retirement Plan in IA ($3M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 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 (20 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.