401(k) · DOL Form 5500 · 2022

Grassi & Co., Cpas, P.C. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
367
Participants Below avg headcount
85th
Percentile by assets National rank
$100,595
Avg per participant Below avg balance/head
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Official DOL plan name: Grassi & Co. 401(k) Plan · Sponsored by Grassi & Co., Cpas, P.C. · New York · Professional & Technical Services

$37M in assets, 367 participants

Grassi & Co., Cpas, P.C.'s Grassi & Co. 401(k) Plan reported $37M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,540 in Professional & Technical Services (21,562 peers)

Coverage in New York

Grassi & Co. 401(k) Plan covers 367 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $37M.

#18,540
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

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. 401(k) Plan's outsized position by total assets

Grassi & Co. 401(k) Plan vs every filed plan by assets

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

$36,918,414 Top 15% higher than 85% 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. 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. Grassi & Co. 401(k) Plan sits mid-pack in the medium band (367 participants).

Published 5500 schedule card

Filing strip 113266576 · Grassi & Co., Cpas, P.C. PY 2022 · 401(k)

Grassi & Co. 401(k) Plan · $37M · 367 · 85th

  • NET $37M
  • NET 367
  • NET 85th
  • NET 401(k)
  • NET near Sibelco North America Retirment Savings Plan
  • NET ind #18540

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. 401(k) Plan in the asset neighbourhood

Grassi & Co. 401(k) Plan$37MSibelco North America Retirment Savings PlanSibelco North America Retirm…$37MMitchell Williams Selig Gates Woodyard PLLC Partners' 401(k) Plan and TrustMitchell Williams Selig Gate…$37MOlney Bancshares of Texas, Inc. Employees 401(k) Retirement Plan and TrustOlney Bancshares of Texas, I…$37MMidwest Vision Partners 401(k) PlanMidwest Vision Partners 401(…$37M
End-of-year total assets ($M) among Grassi & Co. 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)$41M
Net Assets (End of Year)$37M
Net Income-$4M
Employer EIN113266576
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpas, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpas, 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 401(k) Plans in New York

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

Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Grassi & Co. 401(k) Plan, Total assets ($B): 0.036918414 · Participants: 367Grassi & Co. 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
Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Grassi & Co. 401(k) Plan side-by-side with 3 peers →

Grassi & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sibelco North America Retirment Savings Plan in NC ($37M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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. 401(k) Plan assets move in 2022? ▼
Grassi & Co. 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $41M to $37M. Reported net income was -$4M.
How have Grassi & Co., Cpas, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpas, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Where does Grassi & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Grassi & Co. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sibelco North America Retirment Savings Plan in NC ($37M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M 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.