401(k) · DOL Form 5500 · 2023

Anthony Baldi 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$327,411
Avg per participant High balance/head
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Official DOL plan name: Anthony Baldi 401(k) Profit Sharing Plan & Trust · Sponsored by Anthony Baldi · New York · Finance & Insurance

$2M in assets, 7 participants

Anthony Baldi's Anthony Baldi 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2023 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.

  • #1,942 in Finance & Insurance (8,869 peers)

Anthony Baldi multi-year trail

Anthony Baldi's plans moved +23.3% in assets from 2022 to 2024; this filing shows Anthony Baldi 401(k) Profit Sharing Plan & Trust at $2M / 7 participants.

#1,942
in Finance & Insurance (8,869 peers)
+1.7%
assets growth YoY

Anthony Baldi 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,291,879 32nd percentile higher than 32% 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

Anthony Baldi 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony Baldi 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anthony Baldi 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Anthony Baldi 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161583005 · Anthony Baldi PY 2023 · 401(k)

Anthony Baldi 401(k) Profit Sharing Plan & Trust · $2M · 7 · 32nd

  • ASSETS $2M
  • PCT 7
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near C. Ross Management 401(k) and Profit Sharing Plan
  • IND ind #1942

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 Finance & Insurance retirement plans → · Plans in New York →

Anthony Baldi 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Anthony Baldi 401(k) Profit Sharing Plan & TrustAnthony Baldi 401(k) Profit …$2MC. Ross Management 401(k) and Profit Sharing PlanC. Ross Management 401(k) an…$2MShared Support South 401(k) PlanShared Support South 401(k) …$2MThe Meisner Law Group, P.C. Profit Sharing PlanThe Meisner Law Group, P.C. …$2MDowney Import Cars, Inc. 401(k) PlanDowney Import Cars, Inc. 401…$2M
End-of-year total assets ($M) among Anthony Baldi 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Anthony Baldi multi-year asset trail

Sponsor-wide plan assets over time

All Anthony Baldi plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.265325135084776% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.78M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 10 $3M

Anthony Baldi filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$38K
Employer EIN161583005
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Anthony Baldi 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002291879 · Participants: 7Anthony Baldi 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Anthony Baldi 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Anthony Baldi 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is C. Ross Management 401(k) and Profit Sharing Plan in GA ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Anthony Baldi 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Anthony Baldi 401(k) Profit Sharing Plan & Trust edged up modestly - up 1.7% during 2023, from $2M to $2M. Reported net income was $38K.
How have Anthony Baldi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthony Baldi's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is C. Ross Management 401(k) and Profit Sharing Plan in GA ($2M, 840 participants).
Which 401(k) plans cover a similar participant headcount to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 161583005.

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.