401(k) · DOL Form 5500 · 2023
Certilman Balin Adler & Hyman, LLP 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $420,128
- Avg per participant High balance/head
Official DOL plan name: Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan · Sponsored by Certilman Balin Adler & Hyman, LLP · New York · Professional & Technical Services
$63M in assets, 150 participants
Certilman Balin Adler & Hyman, LLP's Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan reported $63M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,085 in Professional & Technical Services (20,321 peers)
Coverage in New York
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $63M.
- #18,085
- in Professional & Technical Services (20,321 peers)
- +11.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan's outsized position by total assets
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,019,210 Top 12% higher than 88% 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
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral 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. Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan end-of-year assets rose from $57M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan reported participants rose from 142 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 116188872 · Certilman Balin Adler & Hyman, LLP PY 2023 · 401(k)
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan · $63M · 150 · 88th
- EOY $63M
- 5500 150
- ASSETS 88th
- PCT 401(k)
- EIN near Lighthouse Document Technologies, 401(k) Plan
- RANK ind #18085
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 →
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 116188872 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Certilman Balin Adler & Hyman, LLP)
Sponsor-wide plan assets over time
All Certilman Balin Adler & Hyman, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 22.707804162864438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $57M |
| 2023 | 1 | 150 | $63M |
| 2024 | 1 | 148 | $69M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Lighthouse Document Technologies, 401(k) Plan in WA ($63M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Lighthouse Document Technologies, 401(k) Plan (WA) $63M · 810
- Stahls' Inc. Employees' Salary Savings Plan (MI) $63M · 1,061
- Experitec, Inc. 401(k) Plan (MO) $63M · 235
- Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust (NJ) $63M · 388
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.