401(k) · DOL Form 5500 · 2023
Barst Mukamal & Kleiner LLP 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $430,945
- Avg per participant High balance/head
Official DOL plan name: Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan · Sponsored by Barst Mukamal & Kleiner LLP · New York · Professional & Technical Services
$10M in assets, 24 participants
Barst Mukamal & Kleiner LLP's Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan reported $10M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,797 in Professional & Technical Services (20,321 peers)
2023 asset change
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan grew at a solid clip 9.1% in 2023 ($9M → $10M) for 24 participants.
- #11,797
- in Professional & Technical Services (20,321 peers)
- +9.1%
- assets growth YoY
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,342,688 Top 41% higher than 59% 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
Barst Mukamal & Kleiner, LLP 401(k) 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. Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $859K in the plan year 2023 filing.
- Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan reported participants fell from 31 in the plan year 2022 filing to 24 in the plan year 2023 filing.
- Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 132677609 · Barst Mukamal & Kleiner LLP PY 2023 · 401(k)
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan · $10M · 24 · 59th
- EIN $10M
- EIN 24
- EIN 59th
- EIN 401(k)
- EIN near Altmeyer Funeral Homes, Inc. 401(k) Plan
- EIN ind #11797
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 →
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan in the asset neighbourhood
Barst Mukamal & Kleiner LLP years around the 2023 move
Sponsor-wide plan assets over time
All Barst Mukamal & Kleiner LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 9.618503570647146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $9M |
| 2023 | 1 | 24 | $10M |
| 2024 | 1 | 27 | $10M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $859K |
| Employer EIN | 132677609 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Barst Mukamal & Kleiner, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Altmeyer Funeral Homes, Inc. 401(k) Plan in WV ($10M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Altmeyer Funeral Homes, Inc. 401(k) Plan (WV) $10M · 234
- Delta Centrifugal Employee Salary Reduction Plan (TX) $10M · 115
- Co-Op 401(k) Plan (ND) $10M · 110
- Inceed, LLC Profit Sharing Plan (OK) $10M · 210
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.