401(k)
2022 plan-year 401(k) DOL Form 5500

Prager Metis Cpas, LLC 401(k) Savings Plan II

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Prager Metis Cpas, LLC · New York · Professional & Technical Services

What the 2023 filing shows

Prager Metis Cpas, LLC 401(k) Savings Plan II holds $29M for 218 participants — about $132,917 per participant, down 10.3% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
218
covered participants
$132,917
avg assets per participant
-10.3%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
218
State
Industry
Professional & Technical Services

What the Filing Says About Prager Metis Cpas, LLC 401(k) Savings Plan II

Prager Metis Cpas, LLC 401(k) Savings Plan II is a 401(k) retirement plan sponsored by Prager Metis Cpas, LLC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 218 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 061667465, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $29M at year-end — a decline of 10.3%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-3,345,122 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-3,345,122
Plan Type401(k)
Employer EIN061667465
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prager Metis Cpas, LLC)

Year Plans Participants Total Assets
2022 2 528 $57M
2023 2 486 $64M
2024 2 460 $75M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Prager Metis Cpas, LLC 401(k) Savings Plan II?
As of the 2022 Form 5500 filing, Prager Metis Cpas, LLC 401(k) Savings Plan II holds $29M in total assets with 218 participants. It is sponsored by Prager Metis Cpas, LLC.
What type of plan is Prager Metis Cpas, LLC 401(k) Savings Plan II?
Prager Metis Cpas, LLC 401(k) Savings Plan II is a 401(k) plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 061667465.
Who sponsors the Prager Metis Cpas, LLC 401(k) Savings Plan II?
Prager Metis Cpas, LLC 401(k) Savings Plan II is sponsored by Prager Metis Cpas, LLC, located in New York. The sponsor's EIN is 061667465 and the plan operates in the Professional & Technical Services industry.
How did Prager Metis Cpas, LLC 401(k) Savings Plan II perform in 2022?
Prager Metis Cpas, LLC 401(k) Savings Plan II declined by 10.3% during 2022, moving from $32M to $29M in total assets. Net income was $-3,345,122.
Where can I find official filings for Prager Metis Cpas, LLC 401(k) Savings Plan II?
Official Form 5500 filings for Prager Metis Cpas, LLC 401(k) Savings Plan II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061667465 or plan name at efast.dol.gov.
How does Prager Metis Cpas, LLC 401(k) Savings Plan II compare to other plans?
You can compare Prager Metis Cpas, LLC 401(k) Savings Plan II against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061667465.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.