401(k)
2023 plan-year 401(k) DOL Form 5500

Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Certilman Balin Adler & Hyman, LLP · New York · Professional & Technical Services

What the 2023 filing shows

Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan holds $63M for 150 participants — about $420,128 per participant, up 11.4% over the 2023 plan year.

$63M
total plan assets (2023 EOY)
150
covered participants
$420,128
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$63M
Participants
150
State
Industry
Professional & Technical Services

What the Filing Says About Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan

Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan is a 401(k) retirement plan sponsored by Certilman Balin Adler & Hyman, LLP, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 150 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 116188872, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2023 to $63M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $63M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$63M
Net Assets (End of Year)$63M
Net Income$6M
Plan Type401(k)
Employer EIN116188872
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Certilman Balin Adler & Hyman, LLP)

Year Plans Participants Total Assets
2022 1 142 $57M
2023 1 150 $63M
2024 1 148 $69M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan?
As of the 2023 Form 5500 filing, Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan holds $63M in total assets with 150 participants. It is sponsored by Certilman Balin Adler & Hyman, LLP.
What type of plan is Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan?
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan is a 401(k) plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 116188872.
Who sponsors the Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan?
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan is sponsored by Certilman Balin Adler & Hyman, LLP, located in New York. The sponsor's EIN is 116188872 and the plan operates in the Professional & Technical Services industry.
How did Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan perform in 2023?
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan grew by 11.4% during 2023, moving from $57M to $63M in total assets. Net income was $6M.
Where can I find official filings for Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan?
Official Form 5500 filings for Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 116188872 or plan name at efast.dol.gov.
How does Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan compare to other plans?
You can compare Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 116188872.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.