401(k) · DOL Form 5500 · 2022

Warshaw, Di Carlo & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$788K
Total assets Small plan by assets
7
Participants Small participant base
23rd
Percentile by assets National rank
$112,542
Avg per participant Below avg balance/head
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Official DOL plan name: Warshaw, Di Carlo & Associates, P.C. · Sponsored by Warshaw, Di Carlo & Associates, P.C. · Massachusetts · Professional & Technical Services

$788K in assets, 7 participants

Warshaw, Di Carlo & Associates, P.C.'s Warshaw, Di Carlo & Associates, P.C. reported $788K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,038 in Professional & Technical Services (21,562 peers)

Warshaw, Di Carlo & Associates, P.C. multi-year trail

Warshaw, Di Carlo & Associates, P.C.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Warshaw, Di Carlo & Associates, P.C. at $788K / 7 participants.

#4,038
in Professional & Technical Services (21,562 peers)
+2.7%
assets growth YoY

Warshaw, Di Carlo & Associates, P.C. among the smaller filed plans by assets

Warshaw, Di Carlo & Associates, P.C. vs every filed plan by assets

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

$787,792 23rd percentile higher than 23% 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

Warshaw, Di Carlo & Associates, P.C. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warshaw, Di Carlo & Associates, P.C. is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 270049969 · Warshaw, Di Carlo & Associates, P.C. PY 2022 · 401(k)

Warshaw, Di Carlo & Associates, P.C. · $788K · 7 · 23rd

  • ASSETS $788K
  • ASSETS 7
  • ASSETS 23rd
  • ASSETS 401(k)
  • ASSETS near Airmark 401(k) Plan
  • ASSETS ind #4038

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 Massachusetts →

Warshaw, Di Carlo & Associates, P.C. in the asset neighbourhood

Warshaw, Di Carlo & Associates, P.C.Warshaw, Di Carlo & Associat…$788KAirmark 401(k) Plan$788KMitchell & Fernandez Business Solutions, Inc. 401(k) PlanMitchell & Fernandez Busines…$788KKarya Property Management LLC 401(k) Profit Sharing PlanKarya Property Management LL…$788KWest Tn Pharms LLC$788K
End-of-year total assets ($M) among Warshaw, Di Carlo & Associates, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Warshaw, Di Carlo & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Warshaw, Di Carlo & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.06202652476796% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.79M $1.05M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 7 $788K
2023 1 10 $871K
2024 1 8 $1M

Warshaw, Di Carlo & Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$767K
Net Assets (End of Year)$788K
Net Income$21K
Employer EIN270049969
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Warshaw, Di Carlo & Associates, P.C. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Warshaw, Di Carlo & Associates, P.C., Total assets ($B): 0.000787792 · Participants: 7Warshaw, Di Carlo & Associates, P.C.Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Warshaw, Di Carlo & Associates, P.C. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Warshaw, Di Carlo & Associates, P.C. side-by-side with 3 peers →

Warshaw, Di Carlo & Associates, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Airmark 401(k) Plan in WA ($788K); 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 ($788K 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 Warshaw, Di Carlo & Associates, P.C. assets move in 2022? ▼
Warshaw, Di Carlo & Associates, P.C. edged up modestly - up 2.7% during 2022, from $767K to $788K. Reported net income was $21K.
How have Warshaw, Di Carlo & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warshaw, Di Carlo & Associates, P.C.'s sponsor-wide assets grew 33.1%, from $788K to $1M.
Where does Warshaw, Di Carlo & Associates, P.C. rank by assets among Form 5500 filers? ▼
Warshaw, Di Carlo & Associates, P.C. ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Warshaw, Di Carlo & Associates, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Airmark 401(k) Plan in WA ($788K, 21 participants).
Which 401(k) plans cover a similar participant headcount to Warshaw, Di Carlo & Associates, P.C.? ▼
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 270049969.

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.