401(k) · DOL Form 5500 · 2023
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $210,665
- Avg per participant Above avg balance/head
Official DOL plan name: Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan · Sponsored by Heidell, Pittoni, Murphy & Bach, LLP · New York · Professional & Technical Services
$31M in assets, 148 participants
Heidell, Pittoni, Murphy & Bach, LLP's Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan reported $31M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #16,323 in Professional & Technical Services (20,321 peers)
Coverage in New York
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $31M.
- #16,323
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan's outsized position by total assets
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,178,360 Top 20% higher than 80% 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
Heidell, Pittoni, Murphy & Bach, LLP 401(k) 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. Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 134035589 · Heidell, Pittoni, Murphy & Bach, LLP PY 2023 · 401(k)
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan · $31M · 148 · 80th
- SCH $31M
- SCH 148
- SCH 80th
- SCH 401(k)
- SCH near Polymer Additives, Inc. 401(k) Savings Plan
- SCH ind #16323
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 →
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 134035589 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heidell, Pittoni, Murphy & Bach, LLP)
Sponsor-wide plan assets over time
All Heidell, Pittoni, Murphy & Bach, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.65914299303844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $27M |
| 2023 | 1 | 148 | $31M |
| 2024 | 1 | 146 | $35M |
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
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Polymer Additives, Inc. 401(k) Savings Plan in OH ($31M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Polymer Additives, Inc. 401(k) Savings Plan (OH) $31M · 279
- Swenson Granite 401(k) Retirement Plan (VT) $31M · 135
- United Way of Central Iowa 401(k) Plan (IA) $31M · 720
- Synamedia 401(k) Plan (CA) $31M · 171
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Frontier Auto Sales 401(k) Plan (CA) 148 · 0 off
- Southlake Specialty Hospital LLC 401(k) Plan (TX) 148 · 0 off
- Rickenbaugh Cadillac/Volvo Company 401(k) Plan (CO) 148 · 0 off
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan (NE) 148 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.