401(k) · DOL Form 5500 · 2022
Aj Costello Group LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $33,120
- Avg per participant Low balance/head
Official DOL plan name: The Costello Group 401(k) Profit Sharing Plan · Sponsored by Aj Costello Group LLC · New York · Real Estate
$2M in assets, 53 participants
Aj Costello Group LLC's The Costello Group 401(k) Profit Sharing Plan reported $2M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #2,549 in Real Estate (5,057 peers)
2022 asset change
The Costello Group 401(k) Profit Sharing Plan declined sharply 28.0% in 2022 ($2M → $2M) for 53 participants.
- #2,549
- in Real Estate (5,057 peers)
- -28.0%
- assets change YoY
The plan reported a net loss of $692K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Costello Group 401(k) Profit Sharing Plan among the smaller filed plans by assets
The Costello Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,755,359 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Costello Group 401(k) Profit Sharing 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. The Costello Group 401(k) Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.
DOL schedule card
Filing strip 462148043 · Aj Costello Group LLC PY 2022 · 401(k)
The Costello Group 401(k) Profit Sharing Plan · $2M · 53 · 32nd
- TYPE $2M
- TYPE 53
- TYPE 32nd
- TYPE 401(k)
- TYPE near Esserman Automotive Group 401(k) Plan
- TYPE ind #2549
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 Real Estate retirement plans → · Plans in New York →
The Costello Group 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$692K |
| Employer EIN | 462148043 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Costello Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Esserman Automotive Group 401(k) Plan in FL ($2M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- The Little Brown Box Pizza, LLC 401(k) Plan (CA) 53 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 53 · 0 off
- Reading Pediatrics, Inc. Profit Sharing 401(k) Plan (PA) 53 · 0 off
- Hilman Inc. 401(k) Plan (NJ) 53 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.