401(k) · DOL Form 5500 · 2023

Insero & Co., Cpas, LLP 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
139
Participants Small participant base
74th
Percentile by assets National rank
$153,903
Avg per participant Above avg balance/head
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Official DOL plan name: Insero & Co., Cpas, LLP. 401(k) Plan · Sponsored by Insero & Co., Cpas, LLP · New York · Professional & Technical Services

$21M in assets, 139 participants

Insero & Co., Cpas, LLP's Insero & Co., Cpas, LLP. 401(k) Plan reported $21M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,008 in Professional & Technical Services (20,321 peers)

Coverage in New York

Insero & Co., Cpas, LLP. 401(k) Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $21M.

#15,008
in Professional & Technical Services (20,321 peers)
+14.5%
assets growth YoY

Insero & Co., Cpas, LLP. 401(k) Plan's outsized position by total assets

Insero & Co., Cpas, LLP. 401(k) Plan vs every filed plan by assets

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

$21,392,564 Top 26% higher than 74% 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

Insero & Co., Cpas, LLP. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insero & Co., Cpas, LLP. 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insero & Co., Cpas, LLP. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Insero & Co., Cpas, LLP. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Insero & Co., Cpas, LLP. 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475324570 · Insero & Co., Cpas, LLP PY 2023 · 401(k)

Insero & Co., Cpas, LLP. 401(k) Plan · $21M · 139 · 74th

  • PART $21M
  • TYPE 139
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Shine Technologies 401(k) Plan
  • BOY ind #15008

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 →

Insero & Co., Cpas, LLP. 401(k) Plan in the asset neighbourhood

Insero & Co., Cpas, LLP. 401(k) PlanInsero & Co., Cpas, LLP. 401…$21MShine Technologies 401(k) PlanShine Technologies 401(k) Pl…$21MNorth Pacific Seafoods 401(k) Savings PlanNorth Pacific Seafoods 401(k…$21MProducers Rice Mill, Inc. 401(k) PlanProducers Rice Mill, Inc. 40…$21MKroeschell, Inc. Contributory Profit Sharing/401(k) PlanKroeschell, Inc. Contributor…$21M
End-of-year total assets ($M) among Insero & Co., Cpas, LLP. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN475324570
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insero & Co., Cpas, LLP)

Sponsor-wide plan assets over time

All Insero & Co., Cpas, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 37.12134647120495% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.7M $25.6M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 131 $19M
2023 1 139 $21M
2024 1 139 $26M

Nearby 401(k) Plans in New York

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

Insero & Co., Cpas, LLP. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Insero & Co., Cpas, LLP. 401(k) Plan, Total assets ($B): 0.021392564 · Participants: 139Insero & Co., Cpas, LLP. 401(k) PlanIBM 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
Insero & Co., Cpas, LLP. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Insero & Co., Cpas, LLP. 401(k) Plan side-by-side with 3 peers →

Insero & Co., Cpas, 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 Shine Technologies 401(k) Plan in WI ($21M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Insero & Co., Cpas, LLP. 401(k) Plan assets move in 2023? ▼
Insero & Co., Cpas, LLP. 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $19M to $21M. Reported net income was $3M.
How have Insero & Co., Cpas, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insero & Co., Cpas, LLP's sponsor-wide assets grew 37.1%, from $19M to $26M.
Which 401(k) plans are similar in size to Insero & Co., Cpas, LLP. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shine Technologies 401(k) Plan in WI ($21M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Insero & Co., Cpas, LLP. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants, N/A 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 475324570.

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.