401(k) · DOL Form 5500 · 2023
Petrillo & Goldberg, P.C. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $346,765
- Avg per participant High balance/head
Official DOL plan name: Petrillo & Goldberg, P.C. Profit Sharing Plan · Sponsored by Petrillo & Goldberg, P.C. · New Jersey · Professional & Technical Services
$7M in assets, 21 participants
Petrillo & Goldberg, P.C.'s Petrillo & Goldberg, P.C. Profit Sharing Plan reported $7M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,199 in Professional & Technical Services (20,321 peers)
Petrillo & Goldberg, P.C. multi-year trail
Petrillo & Goldberg, P.C.'s plans moved +20.7% in assets from 2022 to 2024; this filing shows Petrillo & Goldberg, P.C. Profit Sharing Plan at $7M / 21 participants.
- #10,199
- in Professional & Technical Services (20,321 peers)
- +10.0%
- assets growth YoY
Petrillo & Goldberg, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Petrillo & Goldberg, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,282,067 Top 48% higher than 52% 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
Petrillo & Goldberg, P.C. Profit Sharing 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. Petrillo & Goldberg, P.C. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Petrillo & Goldberg, P.C. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $662K in the plan year 2023 filing.
- Petrillo & Goldberg, P.C. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Petrillo & Goldberg, P.C. Profit Sharing Plan reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223210318 · Petrillo & Goldberg, P.C. PY 2023 · 401(k)
Petrillo & Goldberg, P.C. Profit Sharing Plan · $7M · 21 · 52nd
- 5500 $7M
- ASSETS 21
- PCT 52nd
- EIN 401(k)
- RANK near Harris, Harris & Bauerle, P.a. 401(k) Profit Sharing Plan
- PHOTO ind #10199
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 Jersey →
Petrillo & Goldberg, P.C. Profit Sharing Plan in the asset neighbourhood
Petrillo & Goldberg, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Petrillo & Goldberg, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 20.719812750800408% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $7M |
| 2023 | 1 | 21 | $7M |
| 2024 | 1 | 18 | $8M |
Petrillo & Goldberg, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $662K |
| Employer EIN | 223210318 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Petrillo & Goldberg, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Harris, Harris & Bauerle, P.a. 401(k) Profit Sharing Plan in FL ($7M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.