401(k) · DOL Form 5500 · 2022

Mandelbaum Barrett, PC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
122
Participants Small participant base
80th
Percentile by assets National rank
$196,734
Avg per participant Above avg balance/head
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Official DOL plan name: Mandelbaum Barrett, PC Employee Savings Plan · Sponsored by Mandelbaum Barrett, PC · New Jersey · Professional & Technical Services

$24M in assets, 122 participants

Mandelbaum Barrett, PC's Mandelbaum Barrett, PC Employee Savings Plan reported $24M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,308 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Mandelbaum Barrett, PC Employee Savings Plan covers 122 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $24M.

#17,308
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY
0.2×
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.

Mandelbaum Barrett, PC Employee Savings Plan's outsized position by total assets

Mandelbaum Barrett, PC Employee Savings Plan vs every filed plan by assets

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

$24,001,598 Top 20% higher than 80% 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

Mandelbaum Barrett, PC Employee Savings 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. Mandelbaum Barrett, PC Employee Savings Plan sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 221981178 · Mandelbaum Barrett, PC PY 2022 · 401(k)

Mandelbaum Barrett, PC Employee Savings Plan · $24M · 122 · 80th

  • 5500 $24M
  • ASSETS 122
  • PCT 80th
  • EIN 401(k)
  • RANK near Stats Chippac, Inc. 401(k) Plan and Trust
  • PHOTO ind #17308

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 Jersey →

Mandelbaum Barrett, PC Employee Savings Plan in the asset neighbourhood

Stats Chippac, Inc. 401(k) Plan and TrustStats Chippac, Inc. 401(k) P…$24MThe Lanier Law Firm, P.C. 401(k) PlanThe Lanier Law Firm, P.C. 40…$24MSuperior Communication Products, Inc. 401(k) Plan and TrustSuperior Communication Produ…$24MMandelbaum Barrett, PC Employee Savings PlanMandelbaum Barrett, PC Emplo…$24MDevoted Health 401(k) Retirement PlanDevoted Health 401(k) Retire…$24M
End-of-year total assets ($M) among Mandelbaum Barrett, PC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN221981178
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mandelbaum Barrett, PC)

Sponsor-wide plan assets over time

All Mandelbaum Barrett, PC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 44.532522376218445% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $34.7M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 122 $24M
2023 1 132 $30M
2024 1 156 $35M

Nearby 401(k) Plans in New Jersey

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

Mandelbaum Barrett, PC Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Mandelbaum Barrett, PC Employee Savings Plan, Total assets ($B): 0.024001598 · Participants: 122Mandelbaum Barrett, PC Employee Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Mandelbaum Barrett, PC Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mandelbaum Barrett, PC Employee Savings Plan side-by-side with 3 peers →

Mandelbaum Barrett, PC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Stats Chippac, Inc. 401(k) Plan and Trust in CA ($24M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Mandelbaum Barrett, PC Employee Savings Plan assets move in 2022? ▼
Mandelbaum Barrett, PC Employee Savings Plan pulled back noticeably - down 14.2% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Mandelbaum Barrett, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mandelbaum Barrett, PC's sponsor-wide assets grew 44.5%, from $24M to $35M.
Where does Mandelbaum Barrett, PC Employee Savings Plan rank by assets among Form 5500 filers? ▼
Mandelbaum Barrett, PC Employee Savings Plan ranks in the 80th 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 Mandelbaum Barrett, PC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stats Chippac, Inc. 401(k) Plan and Trust in CA ($24M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Mandelbaum Barrett, PC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 221981178.

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.