401(k) · DOL Form 5500 · 2022

David a Gallo & Associates LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
48th
Percentile by assets National rank
$172,731
Avg per participant Above avg balance/head
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Official DOL plan name: David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust · Sponsored by David a Gallo & Associates LLP · New York · Professional & Technical Services

$4M in assets, 25 participants

David a Gallo & Associates LLP's David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,734 in Professional & Technical Services (21,562 peers)

David a Gallo & Associates LLP multi-year trail

David a Gallo & Associates LLP's plans moved +39.7% in assets from 2022 to 2024; this filing shows David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust at $4M / 25 participants.

#9,734
in Professional & Technical Services (21,562 peers)
-21.8%
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.

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,318,269 48th percentile higher than 48% 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

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 112795187 · David a Gallo & Associates LLP PY 2022 · 401(k)

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust · $4M · 25 · 48th

  • SCH $4M
  • SCH 25
  • SCH 48th
  • SCH 401(k)
  • SCH near Historic Hotels 401(k) Plan
  • SCH ind #9734

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 →

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & TrustDavid a Gallo & Associates L…$4MHistoric Hotels 401(k) Plan$4MEdm Incorporated 401(k) Plan$4MZaza Hospitality 401(k) Plan$4MProdigy Surface Tech, Inc. 401(k) PlanProdigy Surface Tech, Inc. 4…$4M
End-of-year total assets ($M) among David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

David a Gallo & Associates LLP multi-year asset trail

Sponsor-wide plan assets over time

All David a Gallo & Associates LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.68791661658873% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.32M $6.03M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 21 $5M
2024 1 23 $6M

David a Gallo & Associates LLP filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN112795187
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004318269 · Participants: 25David a Gallo & Associates LLP 401(k) Profit Sharing Plan & 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
David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Historic Hotels 401(k) Plan in TN ($4M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust assets move in 2022?
David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust declined sharply - down 21.8% during 2022, from $6M to $4M. Reported net income was -$1M.
How have David a Gallo & Associates LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), David a Gallo & Associates LLP's sponsor-wide assets grew 39.7%, from $4M to $6M.
Which 401(k) plans are similar in size to David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Historic Hotels 401(k) Plan in TN ($4M, 258 participants).
Which 401(k) plans cover a similar participant headcount to David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).