Defined Benefit (Pension) · DOL Form 5500 · 2022
Grassi & Co., Cpa's, P.C. Pension Plan
Data updated 2026-08-11
- $6M
- Total assets
- 351
- Participants
- 55th
- Percentile by assets
- $17,523
- Avg per participant
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.
- 55th percentile by assets (of 139,126 plans)
- #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.
- $6M
- total plan assets (2022 EOY)
- 351
- covered participants
- 55th
- percentile by assets (of 139,126 plans)
- $17,523
- avg assets per participant
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.
Where Grassi & Co. Cpas, PC Cash Balance Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Grassi & Co. Cpas, PC Cash Balance Plan reports 351 participants - about 44% of that state average ($6M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$4M |
| Employer EIN | 113266576 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grassi & Co., Cpa's, P.C.)
| 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.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Grassi & Co. Cpas, PC Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
How did Grassi & Co. Cpas, PC Cash Balance Plan assets move in 2022? ▼
How have Grassi & Co., Cpa's, P.C. plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Next read for Grassi & Co. Cpas, PC Cash Balance Plan
Filing takeaways
Ways to act on Grassi & Co. Cpas, PC Cash Balance Plan's numbers.
- By total assets, Grassi & Co. Cpas, PC Cash Balance Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Grassi & Co., Cpa's, P.C.'s sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans