401(k) · DOL Form 5500 · 2022

Naness, Chaiet & Naness, L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$544,246
Avg per participant High balance/head
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Official DOL plan name: Naness, Chaiet & Naness, LLC Retirement Plan and Trust · Sponsored by Naness, Chaiet & Naness, L.L.C. · New York · Professional & Technical Services

$3M in assets, 5 participants

Naness, Chaiet & Naness, L.L.C.'s Naness, Chaiet & Naness, LLC Retirement Plan and Trust reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,705 in Professional & Technical Services (21,562 peers)

Naness, Chaiet & Naness, L.L.C. multi-year trail

Naness, Chaiet & Naness, L.L.C.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows Naness, Chaiet & Naness, LLC Retirement Plan and Trust at $3M / 5 participants.

#7,705
in Professional & Technical Services (21,562 peers)
-12.4%
assets change YoY

The plan reported a net loss of $386K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Naness, Chaiet & Naness, LLC Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs every filed plan by assets

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

$2,721,230 39th percentile higher than 39% 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

Naness, Chaiet & Naness, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naness, Chaiet & Naness, LLC Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 113382260 · Naness, Chaiet & Naness, L.L.C. PY 2022 · 401(k)

Naness, Chaiet & Naness, LLC Retirement Plan and Trust · $3M · 5 · 39th

  • EOY $3M
  • 5500 5
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Clk Hr Acquisition, LLC 401(k) Profit Sharing Plan
  • RANK ind #7705

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 →

Naness, Chaiet & Naness, LLC Retirement Plan and Trust in the asset neighbourhood

Naness, Chaiet & Naness, LLC Retirement Plan and TrustNaness, Chaiet & Naness, LLC…$3MClk Hr Acquisition, LLC 401(k) Profit Sharing PlanClk Hr Acquisition, LLC 401(…$3M24 Carrots LLC 401(k) Profit Sharing Plan & Trust24 Carrots LLC 401(k) Profit…$3MBraille Works International Inc. 401(k) PlanBraille Works International …$3MGregg's Restaurants 401(k) Savings PlanGregg's Restaurants 401(k) S…$3M
End-of-year total assets ($M) among Naness, Chaiet & Naness, LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Naness, Chaiet & Naness, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Naness, Chaiet & Naness, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.142490711920715% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.72M $3.95M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $4M

Naness, Chaiet & Naness, L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$386K
Employer EIN113382260
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Naness, Chaiet & Naness, LLC Retirement Plan and Trust, Total assets ($B): 0.00272123 · Participants: 5Naness, Chaiet & Naness, LLC Retirement Plan and TrustIBM 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
Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Naness, Chaiet & Naness, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Clk Hr Acquisition, LLC 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Naness, Chaiet & Naness, LLC Retirement Plan and Trust assets move in 2022?
Naness, Chaiet & Naness, LLC Retirement Plan and Trust pulled back noticeably - down 12.4% during 2022, from $3M to $3M. Reported net income was -$386K.
How have Naness, Chaiet & Naness, L.L.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Naness, Chaiet & Naness, L.L.C.'s sponsor-wide assets grew 45.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Naness, Chaiet & Naness, LLC Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Clk Hr Acquisition, LLC 401(k) Profit Sharing Plan in CA ($3M, 499 participants).
Which 401(k) plans cover a similar participant headcount to Naness, Chaiet & Naness, LLC Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).