401(k) · DOL Form 5500 · 2022
The Mustico Financial Group Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: The Mustico Financial Group Inc Indiv 401(k)/P.S. · Sponsored by The Mustico Financial Group Inc · New York · Finance & Insurance
$1M in assets, 1 participants
The Mustico Financial Group Inc's The Mustico Financial Group Inc Indiv 401(k)/P.S. reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #1,736 in Finance & Insurance (9,261 peers)
2022 asset change
The Mustico Financial Group Inc Indiv 401(k)/P.S. pulled back noticeably 14.0% in 2022 ($2M → $1M) for 1 participant.
- #1,736
- in Finance & Insurance (9,261 peers)
- -14.0%
- assets change YoY
The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Mustico Financial Group Inc Indiv 401(k)/P.S. among the smaller filed plans by assets
The Mustico Financial Group Inc Indiv 401(k)/P.S. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,307,752 28th percentile higher than 28% 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
The Mustico Financial Group Inc Indiv 401(k)/P.S. among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mustico Financial Group Inc Indiv 401(k)/P.S. is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 161573697 · The Mustico Financial Group Inc PY 2022 · 401(k)
The Mustico Financial Group Inc Indiv 401(k)/P.S. · $1M · 1 · 28th
- ASSETS $1M
- ASSETS 1
- ASSETS 28th
- ASSETS 401(k)
- ASSETS near Dominion Ventures, Inc. 401(k) Plan
- ASSETS ind #1736
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 Finance & Insurance retirement plans → · Plans in New York →
The Mustico Financial Group Inc Indiv 401(k)/P.S. in the asset neighbourhood
The Mustico Financial Group Inc years around the 2022 move
Sponsor-wide plan assets over time
All The Mustico Financial Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$213K |
| Employer EIN | 161573697 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
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
The Mustico Financial Group Inc Indiv 401(k)/P.S.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dominion Ventures, Inc. 401(k) Plan in SC ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). 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 (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.