401(k) · DOL Form 5500 · 2023

Grassi & Co., Cpas, P.C. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
385
Participants Below avg headcount
84th
Percentile by assets National rank
$112,796
Avg per participant Below avg balance/head
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Official DOL plan name: Grassi & Co. 401(k) Plan · Sponsored by Grassi & Co., Cpas, P.C. · New York · Professional & Technical Services

$43M in assets, 385 participants

Grassi & Co., Cpas, P.C.'s Grassi & Co. 401(k) Plan reported $43M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,280 in Professional & Technical Services (20,321 peers)

Coverage in New York

Grassi & Co. 401(k) Plan covers 385 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $43M.

#17,280
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Grassi & Co. 401(k) Plan's outsized position by total assets

Grassi & Co. 401(k) Plan vs every filed plan by assets

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

$43,426,324 Top 16% higher than 84% 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

Grassi & Co. 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. Grassi & Co. 401(k) Plan sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grassi & Co. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Grassi & Co. 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Grassi & Co. 401(k) Plan reported participants rose from 367 in the plan year 2022 filing to 385 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113266576 · Grassi & Co., Cpas, P.C. PY 2023 · 401(k)

Grassi & Co. 401(k) Plan · $43M · 385 · 84th

  • NET $43M
  • NET 385
  • NET 84th
  • NET 401(k)
  • NET near Mg2 Corporation Profit Sharing Retirement Plan
  • NET ind #17280

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 →

Grassi & Co. 401(k) Plan in the asset neighbourhood

Grassi & Co. 401(k) Plan$43MStandard Profit Sharing Plan Plus 401(k) PlanStandard Profit Sharing Plan…$43MAg Leader Technology, Inc. 401(k) PlanAg Leader Technology, Inc. 4…$43MMg2 Corporation Profit Sharing Retirement PlanMg2 Corporation Profit Shari…$43MAmeriqual 401(k) Plan$43M
End-of-year total assets ($M) among Grassi & Co. 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)$37M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN113266576
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpas, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpas, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 38.70323562683911% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $59.7M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 718 $43M
2023 2 745 $51M
2024 2 729 $60M

Nearby 401(k) Plans in New York

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

Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Grassi & Co. 401(k) Plan, Total assets ($B): 0.043426324 · Participants: 385Grassi & Co. 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
Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Grassi & Co. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Mg2 Corporation Profit Sharing Retirement Plan in WA ($43M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Grassi & Co. 401(k) Plan assets move in 2023? ▼
Grassi & Co. 401(k) Plan grew sharply - up 17.6% during 2023, from $37M to $43M. Reported net income was $7M.
How have Grassi & Co., Cpas, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpas, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Where does Grassi & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Grassi & Co. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mg2 Corporation Profit Sharing Retirement Plan in WA ($43M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnifi Financial 401(k) Plan & Trust in MN (385 participants, $48M 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 113266576.

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.