401(k) · DOL Form 5500 · 2023

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
12
Participants Small participant base
69th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan · Sponsored by Franklin Weinrib Rudell & Vassallo LLP · New York · Professional & Technical Services

$16M in assets, 12 participants

Franklin Weinrib Rudell & Vassallo LLP's Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan reported $16M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,888 in Professional & Technical Services (20,321 peers)

Franklin Weinrib Rudell & Vassallo LLP multi-year trail

Franklin Weinrib Rudell & Vassallo LLP's plans moved +38.6% in assets from 2022 to 2024; this filing shows Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan at $16M / 12 participants.

#13,888
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan's outsized position by total assets

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan vs every filed plan by assets

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

$16,419,140 Top 31% higher than 69% 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

Franklin Weinrib Rudell & Vassallo LLP 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. Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 874014915 · Franklin Weinrib Rudell & Vassallo LLP PY 2023 · 401(k)

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan · $16M · 12 · 69th

  • PHOTO $16M
  • PHOTO 12
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near American Riviera Bank 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #13888

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 →

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan in the asset neighbourhood

Franklin Weinrib Rudell & Vassallo LLP 401(k) PlanFranklin Weinrib Rudell & Va…$16MAmerican Riviera Bank 401(k) Profit Sharing Plan and TrustAmerican Riviera Bank 401(k)…$16MI. Keating, Inc. Furniture World 401(k) Salary Reduction Plan & TrustI. Keating, Inc. Furniture W…$16MYoung Corporation 401(k) Retirement PlanYoung Corporation 401(k) Ret…$16MThe Way International 401(k) Savings PlanThe Way International 401(k)…$16M
End-of-year total assets ($M) among Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Franklin Weinrib Rudell & Vassallo LLP multi-year asset trail

Sponsor-wide plan assets over time

All Franklin Weinrib Rudell & Vassallo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 38.60154311978452% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $19.3M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 13 $14M
2023 1 12 $16M
2024 1 12 $19M

Franklin Weinrib Rudell & Vassallo LLP filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN874014915
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan, Total assets ($B): 0.01641914 · Participants: 12Franklin Weinrib Rudell & Vassallo LLP 401(k) 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
Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan side-by-side with 3 peers →

Franklin Weinrib Rudell & Vassallo 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 American Riviera Bank 401(k) Profit Sharing Plan and Trust in CA ($16M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan assets move in 2023? ▼
Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan grew sharply - up 17.8% during 2023, from $14M to $16M. Reported net income was $2M.
How have Franklin Weinrib Rudell & Vassallo LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Weinrib Rudell & Vassallo LLP's sponsor-wide assets grew 38.6%, from $14M to $19M.
Which 401(k) plans are similar in size to Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Riviera Bank 401(k) Profit Sharing Plan and Trust in CA ($16M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Weinrib Rudell & Vassallo LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 874014915.

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.