401(k) · DOL Form 5500 · 2023

Monness, Crespi, Hardt & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
27
Participants Small participant base
57th
Percentile by assets National rank
$342,602
Avg per participant High balance/head
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Official DOL plan name: Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan · Sponsored by Monness, Crespi, Hardt & Co., Inc. · New York · Finance & Insurance

$9M in assets, 27 participants

Monness, Crespi, Hardt & Co., Inc.'s Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan reported $9M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,689 in Finance & Insurance (8,869 peers)

Monness, Crespi, Hardt & Co., Inc. multi-year trail

Monness, Crespi, Hardt & Co., Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan at $9M / 27 participants.

#3,689
in Finance & Insurance (8,869 peers)
+15.7%
assets growth YoY

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,250,263 Top 43% higher than 57% 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

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing 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. Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132878577 · Monness, Crespi, Hardt & Co., Inc. PY 2023 · 401(k)

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan · $9M · 27 · 57th

  • EBSA $9M
  • EBSA 27
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near Orr, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3689

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 Finance & Insurance retirement plans → · Plans in New York →

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan in the asset neighbourhood

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing PlanMonness, Crespi, Hardt & Co.…$9MOrr, Inc. 401(k) Profit Sharing PlanOrr, Inc. 401(k) Profit Shar…$9MTgg Limited Partnership 401(k) Retirement Plan and TrustTgg Limited Partnership 401(…$9MEpes Logistics Services 401(k) Retirement PlanEpes Logistics Services 401(…$9MStephens Distributing 401(k) Profit Sharing PlanStephens Distributing 401(k)…$9M
End-of-year total assets ($M) among Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monness, Crespi, Hardt & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Monness, Crespi, Hardt & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.340437878428798% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8M $10.3M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 28 $8M
2023 1 27 $9M
2024 1 25 $10M

Monness, Crespi, Hardt & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN132878577
Plan Effective Date1982-10-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan, Total assets ($B): 0.009250263 · Participants: 27Monness, Crespi, Hardt & Co. 401(k) Profit Sharing 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
Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orr, Inc. 401(k) Profit Sharing Plan in TX ($9M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan assets move in 2023? ▼
Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Monness, Crespi, Hardt & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monness, Crespi, Hardt & Co., Inc.'s sponsor-wide assets grew 28.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orr, Inc. 401(k) Profit Sharing Plan in TX ($9M, 1,414 participants).
Which 401(k) plans cover a similar participant headcount to Monness, Crespi, Hardt & Co. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 132878577.

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.