401(k) · DOL Form 5500 · 2023

Josephson LLC Dba the Moinian Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 54
Participants Small participant base: 42nd
Percentile by assets National rank: $83,064
Avg per participant Below avg balance/head

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Official DOL plan name: Josephson LLC 401(k) Savings Plan · Sponsored by Josephson LLC Dba the Moinian Group · New York · Real Estate

$4M in assets, 54 participants

Josephson LLC Dba the Moinian Group's Josephson LLC 401(k) Savings Plan reported $4M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#2,934 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Josephson LLC 401(k) Savings Plan ranks #2,934 of 4,727 2023 filers by assets (579% of the sector average)-$4M for 54 participants.

#2,934
in Real Estate (4,727 peers): +34.1%
assets growth YoY

Josephson LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

Josephson LLC 401(k) Savings Plan vs every filed plan by assets

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

$4,485,464 42nd percentile higher than 42% 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

Josephson LLC 401(k) Savings 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. Josephson LLC 401(k) Savings Plan is a small filing (54 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Josephson LLC 401(k) Savings Plan reported net income rose from -$451K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Josephson LLC 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Josephson LLC 401(k) Savings Plan reported participants fell from 66 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134026466 · Josephson LLC Dba the Moinian Group PY 2023 · 401(k)

Josephson LLC 401(k) Savings Plan · $4M · 54 · 42nd

VS-ST $4M
VS-ST 54
VS-ST 42nd
VS-ST 401(k)
VS-ST near Weller Management Retirement Plan
VS-ST ind #2934

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 Real Estate retirement plans → · Plans in New York →

End-of-year total assets ($M) among Josephson LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	134026466
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Josephson LLC Dba the Moinian Group)

Latest sponsor-wide plan assets: $4M 34.07763382986247% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	66	$3M
2023	1	54	$4M

Nearby 401(k) Plans in New York

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

Josephson LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Josephson LLC 401(k) Savings Plan side-by-side with 3 peers →

Josephson LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Weller Management Retirement Plan in FL ($4M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Weller Management Retirement Plan (FL) $4M · 139
Allison Marine Contractors II, LLC 401(k) Plan (TX) $4M · 49
Emw, Inc. 401(k) Profit Sharing Plan (VA) $4M · 34
Fayette Parts Service Inc 401(k) Profit Sharing Plan & Trust (PA) $4M · 284

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

Arco Publicidad Retirement Plan (PR) 54 · 0 off
Country Ford, Inc (MS) 54 · 0 off
Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust (GA) 54 · 0 off
Garden State Home Loans 401(k) Profit Sharing Plan & Trust (NJ) 54 · 0 off

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 Josephson LLC 401(k) Savings Plan assets move in 2023? ▼

Josephson LLC 401(k) Savings Plan surged - up 34.1% during 2023, from $3M to $4M. Reported net income was $1M.

How have Josephson LLC Dba the Moinian Group plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Josephson LLC Dba the Moinian Group's sponsor-wide assets grew 34.1%, from $3M to $4M.

Which 401(k) plans are similar in size to Josephson LLC 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Weller Management Retirement Plan in FL ($4M, 139 participants).

Which 401(k) plans cover a similar participant headcount to Josephson LLC 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 134026466.