401(k) · DOL Form 5500 · 2023
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 60
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $651,482
- Avg per participant High balance/head
Official DOL plan name: Meyer, Suozzi, English & Klein, P.C. 401(k) Plan · Sponsored by Meyer, Suozzi, English & Klein, P.C. · New York · Professional & Technical Services
$39M in assets, 60 participants
Meyer, Suozzi, English & Klein, P.C.'s Meyer, Suozzi, English & Klein, P.C. 401(k) Plan reported $39M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,969 in Professional & Technical Services (20,321 peers)
Where Meyer, Suozzi, English & Klein, P.C. 401(k) Plan sits by assets
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 60 participants (~$651,482/participant), down 2.8% in 2023.
- #16,969
- in Professional & Technical Services (20,321 peers)
- -2.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan's outsized position by total assets
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,088,949 Top 17% higher than 83% 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
Meyer, Suozzi, English & Klein, P.C. 401(k) 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. Meyer, Suozzi, English & Klein, P.C. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Meyer, Suozzi, English & Klein, P.C. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Meyer, Suozzi, English & Klein, P.C. 401(k) Plan reported participants fell from 65 in the plan year 2022 filing to 60 in the plan year 2023 filing.
- Meyer, Suozzi, English & Klein, P.C. 401(k) Plan end-of-year assets fell from $40M in the plan year 2022 filing to $39M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 112340639 · Meyer, Suozzi, English & Klein, P.C. PY 2023 · 401(k)
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan · $39M · 60 · 83rd
- BOY $39M
- SCH 60
- EBSA 83rd
- PART 401(k)
- TYPE near Wampum Hardware Co. Profit Sharing 401(k) Plan
- NET ind #16969
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 →
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$1M |
| Employer EIN | 112340639 |
| Plan Effective Date | 1988-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meyer, Suozzi, English & Klein, P.C.)
Sponsor-wide plan assets over time
All Meyer, Suozzi, English & Klein, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 2.7617330738054062% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $40M |
| 2023 | 1 | 60 | $39M |
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
Meyer, Suozzi, English & Klein, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA ($39M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust (LA) 60 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 60 · 0 off
- Client Resources, Inc. 401(k) Profit Sharing Plan (NE) 60 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.