Defined Benefit (Pension) · DOL Form 5500 · 2023

Grassi & Co., Cpa's, P.C. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
360
Participants Below avg headcount
51st
Percentile by assets National rank
$19,883
Avg per participant Low balance/head
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Official DOL plan name: Grassi & Co. Cpas, PC Cash Balance Plan · Sponsored by Grassi & Co., Cpa's, P.C. · New York · Professional & Technical Services

$7M in assets, 360 participants

Grassi & Co., Cpa's, P.C.'s Grassi & Co. Cpas, PC Cash Balance Plan reported $7M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,125 in Professional & Technical Services (20,321 peers)

Coverage in New York

Grassi & Co. Cpas, PC Cash Balance Plan covers 360 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $7M.

#10,125
in Professional & Technical Services (20,321 peers)
+16.4%
assets growth YoY

Grassi & Co. Cpas, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grassi & Co. Cpas, PC Cash Balance Plan vs every filed plan by assets

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

$7,157,952 Top 49% higher than 51% 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. Cpas, PC Cash Balance 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. Cpas, PC Cash Balance Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grassi & Co. Cpas, PC Cash Balance Plan reported net income rose from -$4M in the plan year 2022 filing to $991K in the plan year 2023 filing.
  • Grassi & Co. Cpas, PC Cash Balance Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Grassi & Co. Cpas, PC Cash Balance Plan reported participants rose from 351 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113266576 · Grassi & Co., Cpa's, P.C. PY 2023 · Defined Benefit (Pension)

Grassi & Co. Cpas, PC Cash Balance Plan · $7M · 360 · 51st

  • 5500 $7M
  • ASSETS 360
  • PCT 51st
  • EIN Defined Benefit (Pension)
  • RANK near Centrome D/B/a Advanced Biotech Inc. Cash Balance Pension Trust
  • PHOTO ind #10125

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. Cpas, PC Cash Balance Plan in the asset neighbourhood

Revised Retirement Plan for Employees of Tension Envelope Corporation (New York and Iowa)Revised Retirement Plan for …$7MGrassi & Co. Cpas, PC Cash Balance PlanGrassi & Co. Cpas, PC Cash B…$7MCentrome D/B/a Advanced Biotech Inc. Cash Balance Pension TrustCentrome D/B/a Advanced Biot…$7MKenosha Beef International, Ltd. Employees' Pension PlanKenosha Beef International, …$7MCb&i Pension Plan for Clive Shop EmployeesCb&i Pension Plan for Clive …$7M
End-of-year total assets ($M) among Grassi & Co. Cpas, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$991K
Employer EIN113266576
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpa's, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpa's, 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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Grassi & Co. Cpas, PC Cash Balance Plan, Total assets ($B): 0.007157952 · Participants: 360Grassi & Co. Cpas, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Grassi & Co. Cpas, PC Cash Balance Plan side-by-side with 3 peers →

Grassi & Co. Cpas, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Centrome D/B/a Advanced Biotech Inc. Cash Balance Pension Trust in NJ ($7M); by covered participants it is Retirement Plan for Employees of Augusta National, Inc. in GA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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. Cpas, PC Cash Balance Plan assets move in 2023? ▼
Grassi & Co. Cpas, PC Cash Balance Plan grew sharply - up 16.4% during 2023, from $6M to $7M. Reported net income was $991K.
How have Grassi & Co., Cpa's, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpa's, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Which Defined Benefit (Pension) plans are similar in size to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Centrome D/B/a Advanced Biotech Inc. Cash Balance Pension Trust in NJ ($7M, 117 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Augusta National, Inc. in GA (360 participants, $40M 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.