401(k) · DOL Form 5500 · 2023

Albanese Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
52
Participants Small participant base
64th
Percentile by assets National rank
$250,111
Avg per participant Above avg balance/head
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Official DOL plan name: Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Albanese Organization, Inc. · New York · Real Estate

$13M in assets, 52 participants

Albanese Organization, Inc.'s Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,806 in Real Estate (4,727 peers)

Albanese Organization, Inc. multi-year trail

Albanese Organization, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust at $13M / 52 participants.

#3,806
in Real Estate (4,727 peers)
+28.7%
assets growth YoY

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,005,752 Top 36% higher than 64% 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

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 45 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113426387 · Albanese Organization, Inc. PY 2023 · 401(k)

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust · $13M · 52 · 64th

  • RANK $13M
  • RANK 52
  • RANK 64th
  • RANK 401(k)
  • RANK near Society of Certified Insurance Counselors 401(k) Plan
  • RANK ind #3806

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 →

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Albanese Organization, Inc. 401(k) Profit Sharing Plan and TrustAlbanese Organization, Inc. …$13MSociety of Certified Insurance Counselors 401(k) PlanSociety of Certified Insuran…$13MThrive Behavioral Health Inc. Pension PlanThrive Behavioral Health Inc…$13MThe Southern Credit Union 401(k) Plan and TrustThe Southern Credit Union 40…$13MSouthern Eagle Distributing, Inc 401(k) Retirement PlanSouthern Eagle Distributing,…$13M
End-of-year total assets ($M) among Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Albanese Organization, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Albanese Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 29.12984967861793% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.1M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 45 $10M
2023 1 52 $13M
2024 1 53 $13M

Albanese Organization, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN113426387
Plan Effective Date1992-12-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013005752 · Participants: 52Albanese Organization, Inc. 401(k) Profit Sharing Plan and 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
Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Society of Certified Insurance Counselors 401(k) Plan in TX ($13M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

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 Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 28.7% during 2023, from $10M to $13M. Reported net income was $3M.
How have Albanese Organization, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Albanese Organization, Inc.'s sponsor-wide assets grew 29.1%, from $10M to $13M.
Which 401(k) plans are similar in size to Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Society of Certified Insurance Counselors 401(k) Plan in TX ($13M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Albanese Organization, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants, N/A in assets).