401(k) · DOL Form 5500 · 2023

Nardello & Co. LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 48
Participants Small participant base: 55th
Percentile by assets National rank: $178,807
Avg per participant Above avg balance/head

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Official DOL plan name: Nardello & Co. Retirement Plan · Sponsored by Nardello & Co. LLC · New York · Professional & Technical Services

$9M in assets, 48 participants

Nardello & Co. LLC's Nardello & Co. Retirement Plan reported $9M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#10,936 in Professional & Technical Services (20,321 peers)

Nardello & Co. LLC multi-year trail

Nardello & Co. LLC's plans moved +67.9% in assets from 2022 to 2024; this filing shows Nardello & Co. Retirement Plan at $9M / 48 participants.

#10,936
in Professional & Technical Services (20,321 peers): +34.3%
assets growth YoY

Nardello & Co. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nardello & Co. Retirement Plan vs every filed plan by assets

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

$8,582,730 Top 45% higher than 55% 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

Nardello & Co. Retirement 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. Nardello & Co. Retirement Plan is a small filing (48 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Nardello & Co. Retirement Plan reported net income rose from $51K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Nardello & Co. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Nardello & Co. Retirement Plan reported participants rose from 44 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200962501 · Nardello & Co. LLC PY 2023 · 401(k)

Nardello & Co. Retirement Plan · $9M · 48 · 55th

SCH $9M
SCH 48
SCH 55th
SCH 401(k)
SCH near Md7 401(k) Plan
SCH ind #10936

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 →

End-of-year total assets ($M) among Nardello & Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nardello & Co. LLC multi-year asset trail

Latest sponsor-wide plan assets: $11M 67.93008760883019% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	44	$6M
2023	1	48	$9M
2024	1	62	$11M

Nardello & Co. LLC filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	200962501
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Nardello & Co. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Nardello & Co. Retirement Plan side-by-side with 3 peers →

Nardello & Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Md7 401(k) Plan in TX ($9M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Md7 401(k) Plan (TX) $9M · 212
Spreetail 401(k) Plan (NE) $9M · 844
F & F Distributors, Inc. 401(k) Savings Plan (CT) $9M · 53
Fabriclean Supply, Inc. 401(k) Plan (TX) $9M · 118

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off

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 Nardello & Co. Retirement Plan assets move in 2023? ▼

Nardello & Co. Retirement Plan surged - up 34.3% during 2023, from $6M to $9M. Reported net income was $2M.

How have Nardello & Co. LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nardello & Co. LLC's sponsor-wide assets grew 67.9%, from $6M to $11M.

Which 401(k) plans are similar in size to Nardello & Co. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Md7 401(k) Plan in TX ($9M, 212 participants).

Which 401(k) plans cover a similar participant headcount to Nardello & Co. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 200962501.