401(k) · DOL Form 5500 · 2022

Joseph R. Carpentieri, Dds, PLLC 401(k) Plan

Data updated 2026-08-25

$947K
Total assets Small plan by assets
9
Participants Small participant base
24th
Percentile by assets National rank
$105,236
Avg per participant Below avg balance/head
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Official DOL plan name: Dr. Joseph Carpentieri, Dds, 401(k) Plan · Sponsored by Joseph R. Carpentieri, Dds, PLLC · New York · Healthcare & Social Assistance

$947K in assets, 9 participants

Joseph R. Carpentieri, Dds, PLLC's Dr. Joseph Carpentieri, Dds, 401(k) Plan reported $947K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,290 in Healthcare & Social Assistance (20,060 peers)

Joseph R. Carpentieri, Dds, PLLC multi-year trail

Joseph R. Carpentieri, Dds, PLLC's plans moved +20.5% in assets from 2022 to 2023; this filing shows Dr. Joseph Carpentieri, Dds, 401(k) Plan at $947K / 9 participants.

#4,290
in Healthcare & Social Assistance (20,060 peers)
-12.0%
assets change YoY

The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Joseph Carpentieri, Dds, 401(k) Plan among the smaller filed plans by assets

Dr. Joseph Carpentieri, Dds, 401(k) Plan vs every filed plan by assets

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

$947,123 24th percentile higher than 24% 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

Dr. Joseph Carpentieri, Dds, 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. Dr. Joseph Carpentieri, Dds, 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 134337978 · Joseph R. Carpentieri, Dds, PLLC PY 2022 · 401(k)

Dr. Joseph Carpentieri, Dds, 401(k) Plan · $947K · 9 · 24th

  • EBSA $947K
  • EBSA 9
  • EBSA 24th
  • EBSA 401(k)
  • EBSA near Zerbe Sisters Nursing Center, Inc. 401(k) Plan
  • EBSA ind #4290

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 New York →

Dr. Joseph Carpentieri, Dds, 401(k) Plan in the asset neighbourhood

Dr. Joseph Carpentieri, Dds, 401(k) PlanDr. Joseph Carpentieri, Dds,…$947KZerbe Sisters Nursing Center, Inc. 401(k) PlanZerbe Sisters Nursing Center…$947KQuality Packaging Inc 401(k) Profit Sharing Plan & TrustQuality Packaging Inc 401(k)…$947KLaw Firm of David S. Zweig Cross-Tested 401(k) Profit SharingLaw Firm of David S. Zweig C…$947KGreenfield Senior Living 401(k) PlanGreenfield Senior Living 401…$947K
End-of-year total assets ($M) among Dr. Joseph Carpentieri, Dds, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Joseph R. Carpentieri, Dds, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Joseph R. Carpentieri, Dds, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.489946923472452% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M 20222023 $0.95M $1.14M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 9 $947K
2023 1 10 $1M

Joseph R. Carpentieri, Dds, PLLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$947K
Net Income-$130K
Employer EIN134337978
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Dr. Joseph Carpentieri, Dds, 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Dr. Joseph Carpentieri, Dds, 401(k) Plan, Total assets ($B): 0.000947123 · Participants: 9Dr. Joseph Carpentieri, Dds, 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Dr. Joseph Carpentieri, Dds, 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dr. Joseph Carpentieri, Dds, 401(k) Plan side-by-side with 3 peers →

Dr. Joseph Carpentieri, Dds, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Zerbe Sisters Nursing Center, Inc. 401(k) Plan in PA ($947K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Dr. Joseph Carpentieri, Dds, 401(k) Plan assets move in 2022? ▼
Dr. Joseph Carpentieri, Dds, 401(k) Plan pulled back noticeably - down 12.0% during 2022, from $1M to $947K. Reported net income was -$130K.
How have Joseph R. Carpentieri, Dds, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joseph R. Carpentieri, Dds, PLLC's sponsor-wide assets grew 20.5%, from $947K to $1M.
Where does Dr. Joseph Carpentieri, Dds, 401(k) Plan rank by assets among Form 5500 filers? ▼
Dr. Joseph Carpentieri, Dds, 401(k) Plan ranks in the 24th 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 Dr. Joseph Carpentieri, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zerbe Sisters Nursing Center, Inc. 401(k) Plan in PA ($947K, 120 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Joseph Carpentieri, Dds, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 134337978.

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.