401(k) · DOL Form 5500 · 2022

Gettry Marcus Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
109
Participants Small participant base
64th
Percentile by assets National rank
$88,742
Avg per participant Below avg balance/head
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Official DOL plan name: Gettry Marcus Cpa, P. C. 401(k) Plan · Sponsored by Gettry Marcus Cpa, P.C. · New York · Professional & Technical Services

$10M in assets, 109 participants

Gettry Marcus Cpa, P.C.'s Gettry Marcus Cpa, P. C. 401(k) Plan reported $10M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,578 in Professional & Technical Services (21,562 peers)

Coverage in New York

Gettry Marcus Cpa, P. C. 401(k) Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $10M.

#13,578
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gettry Marcus Cpa, P. C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gettry Marcus Cpa, P. C. 401(k) Plan vs every filed plan by assets

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

$9,672,916 Top 36% higher than 64% 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

Gettry Marcus Cpa, P. C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gettry Marcus Cpa, P. C. 401(k) Plan sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 133418879 · Gettry Marcus Cpa, P.C. PY 2022 · 401(k)

Gettry Marcus Cpa, P. C. 401(k) Plan · $10M · 109 · 64th

  • NET $10M
  • BOOK 109
  • VS-ST 64th
  • BOY 401(k)
  • SCH near The Chateau Restaurant Group 401(k) Plan
  • EBSA ind #13578

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 →

Gettry Marcus Cpa, P. C. 401(k) Plan in the asset neighbourhood

Gettry Marcus Cpa, P. C. 401(k) PlanGettry Marcus Cpa, P. C. 401…$10MThe Chateau Restaurant Group 401(k) PlanThe Chateau Restaurant Group…$10MTrible's Inc. Profit Sharing PlanTrible's Inc. Profit Sharing…$10MDv Group, LLC 401(k) Plan$10MInstil Bio Retirement Plan$10M
End-of-year total assets ($M) among Gettry Marcus Cpa, P. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN133418879
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gettry Marcus Cpa, P.C.)

Sponsor-wide plan assets over time

All Gettry Marcus Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$974K 89.93145396899963% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $9.67M $0.97M ▼ -90.0%
Year Plans Participants Total Assets
2022 1 109 $10M
2023 1 103 $10M
2024 1 108 $974K

Nearby 401(k) Plans in New York

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

Gettry Marcus Cpa, P. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Gettry Marcus Cpa, P. C. 401(k) Plan, Total assets ($B): 0.009672916 · Participants: 109Gettry Marcus Cpa, P. C. 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
Gettry Marcus Cpa, P. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gettry Marcus Cpa, P. C. 401(k) Plan side-by-side with 3 peers →

Gettry Marcus Cpa, P. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Chateau Restaurant Group 401(k) Plan in MA ($10M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Gettry Marcus Cpa, P. C. 401(k) Plan assets move in 2022? ▼
Gettry Marcus Cpa, P. C. 401(k) Plan pulled back noticeably - down 10.3% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Gettry Marcus Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gettry Marcus Cpa, P.C.'s sponsor-wide assets declined 89.9%, from $10M to $974K.
Which 401(k) plans are similar in size to Gettry Marcus Cpa, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Chateau Restaurant Group 401(k) Plan in MA ($10M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Gettry Marcus Cpa, P. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 133418879.

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.