401(k) · DOL Form 5500 · 2022

Don Buchwald and Associates 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
53rd
Percentile by assets National rank
$53,035
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust · Sponsored by Don Buchwald and Associates · New York · Finance & Insurance

$6M in assets, 105 participants

Don Buchwald and Associates's Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,418 in Finance & Insurance (9,261 peers)

Coverage in New York

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $6M.

#3,418
in Finance & Insurance (9,261 peers)
-22.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,568,626 Top 47% higher than 53% 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

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust 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. Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 132891776 · Don Buchwald and Associates PY 2022 · 401(k)

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust · $6M · 105 · 53rd

  • ASSETS $6M
  • ASSETS 105
  • ASSETS 53rd
  • ASSETS 401(k)
  • ASSETS near Miravida Living Retirement Plan
  • ASSETS ind #3418

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 Finance & Insurance retirement plans → · Plans in New York →

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Don Buchwald and Associates 401(k) Profit Sharing Plan and TrustDon Buchwald and Associates …$6MMiravida Living Retirement PlanMiravida Living Retirement P…$6MAdvent Intermodal Solutions LLC 401(k) PlanAdvent Intermodal Solutions …$6MLas Vegas Paiute Tribe 401(k) Retirement PlanLas Vegas Paiute Tribe 401(k…$6MRiverhills Bank 401(k) Savings PlanRiverhills Bank 401(k) Savin…$6M
End-of-year total assets ($M) among Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN132891776
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005568626 · Participants: 105Don Buchwald and Associates 401(k) Profit Sharing Plan and 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
Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Miravida Living Retirement Plan in WI ($6M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust assets move in 2022?
Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust declined sharply - down 22.8% during 2022, from $7M to $6M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Miravida Living Retirement Plan in WI ($6M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Don Buchwald and Associates 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A in assets).