401(k) · DOL Form 5500 · 2023

Samalin Investment Counsel, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$831,297
Avg per participant High balance/head
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Official DOL plan name: Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan · Sponsored by Samalin Investment Counsel, LLC · New York · Finance & Insurance

$3M in assets, 4 participants

Samalin Investment Counsel, LLC's Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,300 in Finance & Insurance (8,869 peers)

Samalin Investment Counsel, LLC multi-year trail

Samalin Investment Counsel, LLC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan at $3M / 4 participants.

#2,300
in Finance & Insurance (8,869 peers)
+5.3%
assets growth YoY

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,325,188 37th percentile higher than 37% 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

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan reported net income rose from $29K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208824391 · Samalin Investment Counsel, LLC PY 2023 · 401(k)

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan · $3M · 4 · 37th

  • 5500 $3M
  • 5500 4
  • 5500 37th
  • 5500 401(k)
  • 5500 near Edwin Young Healthcare, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2300

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 Finance & Insurance retirement plans → · Plans in New York →

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Samalin Investment Counsel, LLC 401(k) Profit Sharing PlanSamalin Investment Counsel, …$3MFiddler's Creek Management Inc 401(k) PlanFiddler's Creek Management I…$3MStratus Aviation LLC 401(k) PlanStratus Aviation LLC 401(k) …$3MEdwin Young Healthcare, Inc. 401(k) Profit Sharing PlanEdwin Young Healthcare, Inc.…$3MPharmacy Quality Solutions, Inc. 401(k) Profit Sharing Plan and TrustPharmacy Quality Solutions, …$3M
End-of-year total assets ($M) among Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Samalin Investment Counsel, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Samalin Investment Counsel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.568826788298495% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.16M $4.25M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 6 $4M

Samalin Investment Counsel, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$167K
Employer EIN208824391
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003325188 · Participants: 4Samalin Investment Counsel, LLC 401(k) Profit Sharing PlanIBM 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
Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Edwin Young Healthcare, Inc. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 5.3% during 2023, from $3M to $3M. Reported net income was $167K.
How have Samalin Investment Counsel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samalin Investment Counsel, LLC's sponsor-wide assets grew 34.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edwin Young Healthcare, Inc. 401(k) Profit Sharing Plan in TX ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 208824391.

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.