401(k) · DOL Form 5500 · 2023
Gusrae Kaplan Nusbaum PLLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $488,779
- Avg per participant High balance/head
Official DOL plan name: Gusrae Kaplan Nusbaum PLLC 401(k) Plan · Sponsored by Gusrae Kaplan Nusbaum PLLC · New York · Professional & Technical Services
$6M in assets, 12 participants
Gusrae Kaplan Nusbaum PLLC's Gusrae Kaplan Nusbaum PLLC 401(k) Plan reported $6M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,262 in Professional & Technical Services (20,321 peers)
Gusrae Kaplan Nusbaum PLLC multi-year trail
Gusrae Kaplan Nusbaum PLLC's plans moved +69.3% in assets from 2022 to 2024; this filing shows Gusrae Kaplan Nusbaum PLLC 401(k) Plan at $6M / 12 participants.
- #9,262
- in Professional & Technical Services (20,321 peers)
- +45.1%
- assets growth YoY
Gusrae Kaplan Nusbaum PLLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Gusrae Kaplan Nusbaum PLLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,865,350 47th percentile higher than 47% 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
Gusrae Kaplan Nusbaum PLLC 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. Gusrae Kaplan Nusbaum PLLC 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gusrae Kaplan Nusbaum PLLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Gusrae Kaplan Nusbaum PLLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 132874725 · Gusrae Kaplan Nusbaum PLLC PY 2023 · 401(k)
Gusrae Kaplan Nusbaum PLLC 401(k) Plan · $6M · 12 · 47th
- RANK $6M
- RANK 12
- RANK 47th
- RANK 401(k)
- RANK near Wyoming Otolaryngology Profit Sharing Plan
- RANK ind #9262
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 →
Gusrae Kaplan Nusbaum PLLC 401(k) Plan in the asset neighbourhood
Gusrae Kaplan Nusbaum PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Gusrae Kaplan Nusbaum PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 69.31707832405102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | 12 | $6M |
| 2024 | 1 | 17 | $7M |
Gusrae Kaplan Nusbaum PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 132874725 |
| Plan Effective Date | 2000-03-01 |
| 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
Gusrae Kaplan Nusbaum PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wyoming Otolaryngology Profit Sharing Plan in WY ($6M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Wyoming Otolaryngology Profit Sharing Plan (WY) $6M · 23
- Nepw Logistics Inc. 401(k) Plan (ME) $6M · 178
- Skate One Corp 401(k) Plan (CA) $6M · 115
- Primitives by Kathy 401(k) Plan (PA) $6M · 112
Similar participant headcount
Nearest other-state filings by covered participants (12 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.