401(k) · DOL Form 5500 · 2023
Meggesto Crossett & Valerino, LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $103,989
- Avg per participant Below avg balance/head
Official DOL plan name: Meggesto Crossett & Valerino, LLP 401(k) Plan · Sponsored by Meggesto Crossett & Valerino, LLP · New York · Professional & Technical Services
$3M in assets, 30 participants
Meggesto Crossett & Valerino, LLP's Meggesto Crossett & Valerino, LLP 401(k) Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,710 in Professional & Technical Services (20,321 peers)
Meggesto Crossett & Valerino, LLP multi-year trail
Meggesto Crossett & Valerino, LLP's plans moved +32.9% in assets from 2022 to 2024; this filing shows Meggesto Crossett & Valerino, LLP 401(k) Plan at $3M / 30 participants.
- #6,710
- in Professional & Technical Services (20,321 peers)
- +18.8%
- assets growth YoY
Meggesto Crossett & Valerino, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Meggesto Crossett & Valerino, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,119,657 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Meggesto Crossett & Valerino, LLP 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meggesto Crossett & Valerino, LLP 401(k) Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Meggesto Crossett & Valerino, LLP 401(k) Plan reported net income rose from -$61K in the plan year 2022 filing to $494K in the plan year 2023 filing.
- Meggesto Crossett & Valerino, LLP 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Meggesto Crossett & Valerino, LLP 401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 30 in the plan year 2023 filing.
DOL schedule card
Filing strip 161289639 · Meggesto Crossett & Valerino, LLP PY 2023 · 401(k)
Meggesto Crossett & Valerino, LLP 401(k) Plan · $3M · 30 · 36th
- EBSA $3M
- PART 30
- TYPE 36th
- NET 401(k)
- BOOK near The Contractors Retirement Plan
- VS-ST ind #6710
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 →
Meggesto Crossett & Valerino, LLP 401(k) Plan in the asset neighbourhood
Meggesto Crossett & Valerino, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Meggesto Crossett & Valerino, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 32.949418375886225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $3M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 28 | $3M |
Meggesto Crossett & Valerino, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $494K |
| Employer EIN | 161289639 |
| Plan Effective Date | 2006-01-01 |
| 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 $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Meggesto Crossett & Valerino, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Contractors Retirement Plan in MD ($3M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.