401(k) · DOL Form 5500 · 2023

Warshaw, Di Carlo & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$871K
Total assets Small plan by assets
10
Participants Small participant base
22nd
Percentile by assets National rank
$87,089
Avg per participant Below avg balance/head
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Official DOL plan name: Warshaw, Di Carlo & Associates, P.C. · Sponsored by Warshaw, Di Carlo & Associates, P.C. · Massachusetts · Professional & Technical Services

$871K in assets, 10 participants

Warshaw, Di Carlo & Associates, P.C.'s Warshaw, Di Carlo & Associates, P.C. reported $871K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,560 in Professional & Technical Services (20,321 peers)

Warshaw, Di Carlo & Associates, P.C. multi-year trail

Warshaw, Di Carlo & Associates, P.C.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Warshaw, Di Carlo & Associates, P.C. at $871K / 10 participants.

#3,560
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY

Warshaw, Di Carlo & Associates, P.C. among the smaller filed plans by assets

Warshaw, Di Carlo & Associates, P.C. vs every filed plan by assets

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

$870,890 22nd percentile higher than 22% 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

Warshaw, Di Carlo & Associates, P.C. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warshaw, Di Carlo & Associates, P.C. is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Warshaw, Di Carlo & Associates, P.C. reported net income rose from $21K in the plan year 2022 filing to $83K in the plan year 2023 filing.
  • Warshaw, Di Carlo & Associates, P.C. reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Warshaw, Di Carlo & Associates, P.C. end-of-year assets rose from $788K in the plan year 2022 filing to $871K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270049969 · Warshaw, Di Carlo & Associates, P.C. PY 2023 · 401(k)

Warshaw, Di Carlo & Associates, P.C. · $871K · 10 · 22nd

  • PCT $871K
  • EIN 10
  • RANK 22nd
  • PHOTO 401(k)
  • IND near Compu-Sports Inc 401(k) Plan
  • EOY ind #3560

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 Massachusetts →

Warshaw, Di Carlo & Associates, P.C. in the asset neighbourhood

Warshaw, Di Carlo & Associates, P.C.Warshaw, Di Carlo & Associat…$871KCompu-Sports Inc 401(k) Plan$871KMiller Works Company Retirement PlanMiller Works Company Retirem…$871KAuto Network Group Northwest, Inc. 401(k) PlanAuto Network Group Northwest…$871KKim Foot & Ankle Medical Centers of Long Beach, Inc. 401(k) Profit Sharing PlanKim Foot & Ankle Medical Cen…$871K
End-of-year total assets ($M) among Warshaw, Di Carlo & Associates, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Warshaw, Di Carlo & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Warshaw, Di Carlo & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.06202652476796% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.79M $1.05M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 7 $788K
2023 1 10 $871K
2024 1 8 $1M

Warshaw, Di Carlo & Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$788K
Net Assets (End of Year)$871K
Net Income$83K
Employer EIN270049969
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Warshaw, Di Carlo & Associates, P.C. vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Warshaw, Di Carlo & Associates, P.C., Total assets ($B): 0.00087089 · Participants: 10Warshaw, Di Carlo & Associates, P.C.Fidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Warshaw, Di Carlo & Associates, P.C. vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Warshaw, Di Carlo & Associates, P.C. side-by-side with 3 peers →

Warshaw, Di Carlo & Associates, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Compu-Sports Inc 401(k) Plan in GA ($871K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Warshaw, Di Carlo & Associates, P.C. assets move in 2023? ▼
Warshaw, Di Carlo & Associates, P.C. grew at a solid clip - up 10.5% during 2023, from $788K to $871K. Reported net income was $83K.
How have Warshaw, Di Carlo & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warshaw, Di Carlo & Associates, P.C.'s sponsor-wide assets grew 33.1%, from $788K to $1M.
Where does Warshaw, Di Carlo & Associates, P.C. rank by assets among Form 5500 filers? ▼
Warshaw, Di Carlo & Associates, P.C. ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Warshaw, Di Carlo & Associates, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Compu-Sports Inc 401(k) Plan in GA ($871K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Warshaw, Di Carlo & Associates, P.C.? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 270049969.

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.