401(k) · DOL Form 5500 · 2023

Elion, Grieco, Carlucci & Shipman, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$387,965
Avg per participant High balance/head
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Official DOL plan name: Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan · Sponsored by Elion, Grieco, Carlucci & Shipman, P.C. · Pennsylvania · Professional & Technical Services

$3M in assets, 9 participants

Elion, Grieco, Carlucci & Shipman, P.C.'s Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,125 in Professional & Technical Services (20,321 peers)

Elion, Grieco, Carlucci & Shipman, P.C. multi-year trail

Elion, Grieco, Carlucci & Shipman, P.C.'s plans moved +24.0% in assets from 2022 to 2024; this filing shows Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan at $3M / 9 participants.

#7,125
in Professional & Technical Services (20,321 peers)
+12.2%
assets growth YoY

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,491,685 38th percentile higher than 38% of 127,068 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 2023

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan reported net income rose from -$439K in the plan year 2022 filing to $379K in the plan year 2023 filing.
  • Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan reported participants fell from 12 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232264295 · Elion, Grieco, Carlucci & Shipman, P.C. PY 2023 · 401(k)

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan · $3M · 9 · 38th

  • PHOTO $3M
  • PHOTO 9
  • PHOTO 38th
  • PHOTO 401(k)
  • PHOTO near Northland Healthcare Alliance 401(k) Plan
  • PHOTO ind #7125

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 Pennsylvania →

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan in the asset neighbourhood

Elion, Grieco, Carlucci & Shipman, P.C. Retirement PlanElion, Grieco, Carlucci & Sh…$3MNorthland Healthcare Alliance 401(k) PlanNorthland Healthcare Allianc…$3MQuality Family 401(k) Plan$3MInterkoi Incorporated 401(k) Profit Sharing PlanInterkoi Incorporated 401(k)…$3MCorbally, Gartland and Rappleyea, LLP 401(k) Profit Sharing Plan and TrustCorbally, Gartland and Rappl…$3M
End-of-year total assets ($M) among Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Elion, Grieco, Carlucci & Shipman, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Elion, Grieco, Carlucci & Shipman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.032806827408468% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.11M $3.86M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 9 $3M
2024 1 8 $4M

Elion, Grieco, Carlucci & Shipman, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$379K
Employer EIN232264295
Plan Effective Date1983-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan, Total assets ($B): 0.003491685 · Participants: 9Elion, Grieco, Carlucci & Shipman, P.C. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan side-by-side with 3 peers →

Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Northland Healthcare Alliance 401(k) Plan in ND ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan assets move in 2023? ▼
Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan grew at a solid clip - up 12.2% during 2023, from $3M to $3M. Reported net income was $379K.
How have Elion, Grieco, Carlucci & Shipman, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elion, Grieco, Carlucci & Shipman, P.C.'s sponsor-wide assets grew 24.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northland Healthcare Alliance 401(k) Plan in ND ($3M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Elion, Grieco, Carlucci & Shipman, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232264295.

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.