Defined Benefit (Pension) · DOL Form 5500 · 2022

Grassi & Co., Cpa's, P.C. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
351
Participants Below avg headcount
55th
Percentile by assets National rank
$17,523
Avg per participant Low balance/head
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Official DOL plan name: Grassi & Co. Cpas, PC Cash Balance Plan · Sponsored by Grassi & Co., Cpa's, P.C. · New York · Professional & Technical Services

$6M in assets, 351 participants

Grassi & Co., Cpa's, P.C.'s Grassi & Co. Cpas, PC Cash Balance Plan reported $6M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,408 in Professional & Technical Services (21,562 peers)

Coverage in New York

Grassi & Co. Cpas, PC Cash Balance Plan covers 351 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $6M.

#11,408
in Professional & Technical Services (21,562 peers)
-38.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grassi & Co. Cpas, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grassi & Co. Cpas, PC Cash Balance Plan vs every filed plan by assets

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

$6,150,644 Top 45% higher than 55% 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

Grassi & Co. Cpas, PC Cash Balance 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. Grassi & Co. Cpas, PC Cash Balance Plan sits mid-pack in the medium band (351 participants).

Published 5500 schedule card

Filing strip 113266576 · Grassi & Co., Cpa's, P.C. PY 2022 · Defined Benefit (Pension)

Grassi & Co. Cpas, PC Cash Balance Plan · $6M · 351 · 55th

  • VS-ST $6M
  • BOY 351
  • SCH 55th
  • EBSA Defined Benefit (Pension)
  • PART near Voestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan
  • TYPE ind #11408

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 →

Grassi & Co. Cpas, PC Cash Balance Plan in the asset neighbourhood

Osborn Retirement Plan$6MGrassi & Co. Cpas, PC Cash Balance PlanGrassi & Co. Cpas, PC Cash B…$6MVoestalpine High Performance Metals Corporation Non-Union Employees' Pension PlanVoestalpine High Performance…$6MGem City Bone & Joint, P.C. Pension PlanGem City Bone & Joint, P.C. …$6MEmployees Retirement Plan of C.Cowles and CompanyEmployees Retirement Plan of…$6M
End-of-year total assets ($M) among Grassi & Co. Cpas, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income-$4M
Employer EIN113266576
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpa's, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpa's, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 38.70323562683911% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $59.7M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 718 $43M
2023 2 745 $51M
2024 2 729 $60M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Grassi & Co. Cpas, PC Cash Balance Plan, Total assets ($B): 0.006150644 · Participants: 351Grassi & Co. Cpas, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Grassi & Co. Cpas, PC Cash Balance Plan side-by-side with 3 peers →

Grassi & Co. Cpas, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Voestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan in IL ($6M); by covered participants it is Ardent Mills, LLC Pension Plan for Union Employees in CO (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Grassi & Co. Cpas, PC Cash Balance Plan assets move in 2022? ▼
Grassi & Co. Cpas, PC Cash Balance Plan contracted severely - down 38.8% during 2022, from $10M to $6M. Reported net income was -$4M.
How have Grassi & Co., Cpa's, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpa's, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Which Defined Benefit (Pension) plans are similar in size to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Voestalpine High Performance Metals Corporation Non-Union Employees' Pension Plan in IL ($6M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ardent Mills, LLC Pension Plan for Union Employees in CO (351 participants, $15M 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 113266576.

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.