401(k) · DOL Form 5500 · 2023

David a Gallo & Associates LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
45th
Percentile by assets National rank
$244,964
Avg per participant Above avg balance/head
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Official DOL plan name: David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust · Sponsored by David a Gallo & Associates LLP · New York · Professional & Technical Services

$5M in assets, 21 participants

David a Gallo & Associates LLP's David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,698 in Professional & Technical Services (20,321 peers)

David a Gallo & Associates LLP multi-year trail

David a Gallo & Associates LLP's plans moved +39.7% in assets from 2022 to 2024; this filing shows David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust at $5M / 21 participants.

#8,698
in Professional & Technical Services (20,321 peers)
+19.1%
assets growth YoY

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,144,252 45th percentile higher than 45% 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

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $826K in the plan year 2023 filing.
  • David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 25 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112795187 · David a Gallo & Associates LLP PY 2023 · 401(k)

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust · $5M · 21 · 45th

  • TYPE $5M
  • NET 21
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Umcna Employee Savings Plan
  • SCH ind #8698

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 →

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & TrustDavid a Gallo & Associates L…$5MUmcna Employee Savings Plan$5MSaunders House Employee Savings & Retirement PlanSaunders House Employee Savi…$5MTeamsnap Retirement Savings PlanTeamsnap Retirement Savings …$5MWesterlay Orchids, L.P. 401(k) PlanWesterlay Orchids, L.P. 401(…$5M
End-of-year total assets ($M) among David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David a Gallo & Associates LLP multi-year asset trail

Sponsor-wide plan assets over time

All David a Gallo & Associates LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 39.68791661658873% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.32M $6.03M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 25 $4M
2023 1 21 $5M
2024 1 23 $6M

David a Gallo & Associates LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$826K
Employer EIN112795187
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005144252 · Participants: 21David a Gallo & Associates LLP 401(k) Profit Sharing Plan & TrustIBM 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
David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Umcna Employee Savings Plan in PA ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust grew sharply - up 19.1% during 2023, from $4M to $5M. Reported net income was $826K.
How have David a Gallo & Associates LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a Gallo & Associates LLP's sponsor-wide assets grew 39.7%, from $4M to $6M.
Which 401(k) plans are similar in size to David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Umcna Employee Savings Plan in PA ($5M, 147 participants).
Which 401(k) plans cover a similar participant headcount to David a Gallo & Associates LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 112795187.

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.