401(k) · DOL Form 5500 · 2022

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
23
Participants Small participant base
59th
Percentile by assets National rank
$319,273
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan · Sponsored by Chelus, Herdzik, Speyer & Monte, P.C. · New York · Professional & Technical Services

$7M in assets, 23 participants

Chelus, Herdzik, Speyer & Monte, P.C.'s Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan reported $7M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,211 in Professional & Technical Services (21,562 peers)

2022 asset change

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan grew at a solid clip 10.8% in 2022 ($7M → $7M) for 23 participants.

#12,211
in Professional & Technical Services (21,562 peers)
+10.8%
assets growth YoY

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs every filed plan by assets

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

$7,343,283 Top 41% higher than 59% 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

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 161146717 · Chelus, Herdzik, Speyer & Monte, P.C. PY 2022 · 401(k)

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan · $7M · 23 · 59th

  • 5500 $7M
  • ASSETS 23
  • PCT 59th
  • EIN 401(k)
  • RANK near Bk Global, Inc. 401(k) Plan
  • PHOTO ind #12211

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 →

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan in the asset neighbourhood

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) PlanChelus, Herdzik, Speyer & Mo…$7MBk Global, Inc. 401(k) Plan$7MGlobal Textile Alliance, Inc. 401(k) PlanGlobal Textile Alliance, Inc…$7MMinnesota Valley Electric Cooperative Non-Union 401(k) PlanMinnesota Valley Electric Co…$7MEac 401(k) Plan$7M
End-of-year total assets ($M) among Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Chelus, Herdzik, Speyer & Monte, P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Chelus, Herdzik, Speyer & Monte, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.4015984403706083% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.34M $7.59M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 19 $8M
2024 1 23 $8M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$715K
Employer EIN161146717
Plan Effective Date1990-07-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan, Total assets ($B): 0.007343283 · Participants: 23Chelus, Herdzik, Speyer & Monte, P.C. 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
Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan side-by-side with 3 peers →

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bk Global, Inc. 401(k) Plan in TX ($7M); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan assets move in 2022? ▼
Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan grew at a solid clip - up 10.8% during 2022, from $7M to $7M. Reported net income was $715K.
How have Chelus, Herdzik, Speyer & Monte, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chelus, Herdzik, Speyer & Monte, P.C.'s sponsor-wide assets grew 3.4%, from $7M to $8M.
Which 401(k) plans are similar in size to Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bk Global, Inc. 401(k) Plan in TX ($7M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants, N/A 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 161146717.

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.