401(k) · DOL Form 5500 · 2023
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $130,398
- Avg per participant Near avg balance/head
Official DOL plan name: Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan · Sponsored by Altman, Greenfield & Selvaggi Partners, LLC · New York · Professional & Technical Services
$16M in assets, 121 participants
Altman, Greenfield & Selvaggi Partners, LLC's Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported $16M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,730 in Professional & Technical Services (20,321 peers)
Coverage in New York
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #13,730
- in Professional & Technical Services (20,321 peers)
- +21.7%
- assets growth YoY
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan's outsized position by total assets
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,778,166 Top 32% higher than 68% 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
Altman, Greenfield & Selvaggi Partners, LLC 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. Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 121 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 832715493 · Altman, Greenfield & Selvaggi Partners, LLC PY 2023 · 401(k)
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan · $16M · 121 · 68th
- EIN $16M
- EIN 121
- EIN 68th
- EIN 401(k)
- EIN near The Computer Merchant, Ltd. 401(k) Retirement Savings Plan
- EIN ind #13730
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 →
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 832715493 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altman, Greenfield & Selvaggi Partners, LLC)
Sponsor-wide plan assets over time
All Altman, Greenfield & Selvaggi Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 26.342099375970747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $13M |
| 2023 | 1 | 121 | $16M |
| 2024 | 1 | 144 | $16M |
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
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Computer Merchant, Ltd. 401(k) Retirement Savings Plan in MA ($16M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Redwood School & Rehabilitation Center, Inc. 401(k) Plan (OH) 121 · 0 off
- The Jane Pauley Community Health (IN) 121 · 0 off
- Chickasaw Community Bank 401(k) Plan (OK) 121 · 0 off
- Meathead Movers, Inc. 401(k) Profit Sharing Plan (CA) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.