401(k) · DOL Form 5500 · 2022
Samuel S Adelsberg & Co 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $287,247
- Avg per participant High balance/head
Official DOL plan name: Samuel S Adelsberg & Co Retirement Plan · Sponsored by Samuel S Adelsberg & Co · New York · Professional & Technical Services
$7M in assets, 24 participants
Samuel S Adelsberg & Co's Samuel S Adelsberg & Co Retirement Plan reported $7M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #11,945 in Professional & Technical Services (21,562 peers)
Samuel S Adelsberg & Co multi-year trail
Samuel S Adelsberg & Co's plans moved +21.2% in assets from 2022 to 2024; this filing shows Samuel S Adelsberg & Co Retirement Plan at $7M / 24 participants.
- #11,945
- in Professional & Technical Services (21,562 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Samuel S Adelsberg & Co Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Samuel S Adelsberg & Co Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,893,921 Top 43% higher than 57% 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
Samuel S Adelsberg & Co 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. Samuel S Adelsberg & Co Retirement Plan is a small filing (24 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 112479096 · Samuel S Adelsberg & Co PY 2022 · 401(k)
Samuel S Adelsberg & Co Retirement Plan · $7M · 24 · 57th
- BOOK $7M
- BOOK 24
- BOOK 57th
- BOOK 401(k)
- BOOK near Wolf Bros & Reich Inc Profit Sharing Plan
- BOOK ind #11945
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 New York →
Samuel S Adelsberg & Co Retirement Plan in the asset neighbourhood
Samuel S Adelsberg & Co multi-year asset trail
Sponsor-wide plan assets over time
All Samuel S Adelsberg & Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 21.19486138584994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $7M |
| 2023 | 1 | 25 | $8M |
| 2024 | 1 | 27 | $8M |
Samuel S Adelsberg & Co filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$89K |
| Employer EIN | 112479096 |
| Plan Effective Date | 1999-01-01 |
| 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
Samuel S Adelsberg & Co Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wolf Bros & Reich Inc Profit Sharing Plan in NE ($7M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Storybook Homes, LLC 401(k) Plan (NV) 24 · 0 off
- Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off
- Mill Masters, Inc. 401(k) Plan (TN) 24 · 0 off
- Vander Vegt and Associates Retirement Plan (CO) 24 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.