401(k) · DOL Form 5500 · 2022

Carney Pacheco and Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
33rd
Percentile by assets National rank
$176,163
Avg per participant Above avg balance/head
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Official DOL plan name: Carney, Pacheco & Frangiosa, P.C 401(k) Plan · Sponsored by Carney Pacheco and Associates, P.C. · New York · Professional & Technical Services

$2M in assets, 11 participants

Carney Pacheco and Associates, P.C.'s Carney, Pacheco & Frangiosa, P.C 401(k) Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,437 in Professional & Technical Services (21,562 peers)

Carney Pacheco and Associates, P.C. multi-year trail

Carney Pacheco and Associates, P.C.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Carney, Pacheco & Frangiosa, P.C 401(k) Plan at $2M / 11 participants.

#6,437
in Professional & Technical Services (21,562 peers)
-7.4%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carney, Pacheco & Frangiosa, P.C 401(k) Plan among the smaller filed plans by assets

Carney, Pacheco & Frangiosa, P.C 401(k) Plan vs every filed plan by assets

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

$1,937,798 33rd percentile higher than 33% 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

Carney, Pacheco & Frangiosa, P.C 401(k) 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. Carney, Pacheco & Frangiosa, P.C 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 113111355 · Carney Pacheco and Associates, P.C. PY 2022 · 401(k)

Carney, Pacheco & Frangiosa, P.C 401(k) Plan · $2M · 11 · 33rd

  • EIN $2M
  • EIN 11
  • EIN 33rd
  • EIN 401(k)
  • EIN near Amridge University 401(k) Profit Sharing Plan
  • EIN ind #6437

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 →

Carney, Pacheco & Frangiosa, P.C 401(k) Plan in the asset neighbourhood

Carney, Pacheco & Frangiosa, P.C 401(k) PlanCarney, Pacheco & Frangiosa,…$2MAmridge University 401(k) Profit Sharing PlanAmridge University 401(k) Pr…$2MVienna Convalescent Hospital 401(k) Profit Sharing PlanVienna Convalescent Hospital…$2MMicro Miniature Bearing Co., Inc. Savings & Investment PlanMicro Miniature Bearing Co.,…$2MNorth East Mobile Health Services, Inc. 401(k) Profit Sharing Plan & TrustNorth East Mobile Health Ser…$2M
End-of-year total assets ($M) among Carney, Pacheco & Frangiosa, P.C 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carney Pacheco and Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Carney Pacheco and Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.59498152026166% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.94M $2.47M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $2M
2024 1 7 $2M

Carney Pacheco and Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$156K
Employer EIN113111355
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carney, Pacheco & Frangiosa, 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 ($B) Participants Carney, Pacheco & Frangiosa, P.C 401(k) Plan, Total assets ($B): 0.001937798 · Participants: 11Carney, Pacheco & Frangiosa, 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
Carney, Pacheco & Frangiosa, P.C 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Carney, Pacheco & Frangiosa, 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 Amridge University 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Carney, Pacheco & Frangiosa, P.C 401(k) Plan assets move in 2022?
Carney, Pacheco & Frangiosa, P.C 401(k) Plan pulled back noticeably - down 7.4% during 2022, from $2M to $2M. Reported net income was -$156K.
How have Carney Pacheco and Associates, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carney Pacheco and Associates, P.C.'s sponsor-wide assets grew 27.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Carney, Pacheco & Frangiosa, P.C 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Amridge University 401(k) Profit Sharing Plan in AL ($2M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Carney, Pacheco & Frangiosa, P.C 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).