401(k) · DOL Form 5500 · 2023

Naness, Chaiet & Naness, L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
37th
Percentile by assets National rank
$672,167
Avg per participant High balance/head
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Official DOL plan name: Naness, Chaiet & Naness, LLC Retirement Plan and Trust · Sponsored by Naness, Chaiet & Naness, L.L.C. · New York · Professional & Technical Services

$3M in assets, 5 participants

Naness, Chaiet & Naness, L.L.C.'s Naness, Chaiet & Naness, LLC Retirement Plan and Trust reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,991 in Professional & Technical Services (20,321 peers)

Naness, Chaiet & Naness, L.L.C. multi-year trail

Naness, Chaiet & Naness, L.L.C.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows Naness, Chaiet & Naness, LLC Retirement Plan and Trust at $3M / 5 participants.

#6,991
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Naness, Chaiet & Naness, LLC Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs every filed plan by assets

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

$3,360,835 37th percentile higher than 37% 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

Naness, Chaiet & Naness, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Naness, Chaiet & Naness, LLC Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Naness, Chaiet & Naness, LLC Retirement Plan and Trust reported net income rose from -$386K in the plan year 2022 filing to $640K in the plan year 2023 filing.
  • Naness, Chaiet & Naness, LLC Retirement Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113382260 · Naness, Chaiet & Naness, L.L.C. PY 2023 · 401(k)

Naness, Chaiet & Naness, LLC Retirement Plan and Trust · $3M · 5 · 37th

  • EIN $3M
  • RANK 5
  • PHOTO 37th
  • IND 401(k)
  • EOY near Kona Ice, Inc. 401(k) Psp Retirement Plan
  • 5500 ind #6991

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 →

Naness, Chaiet & Naness, LLC Retirement Plan and Trust in the asset neighbourhood

Naness, Chaiet & Naness, LLC Retirement Plan and TrustNaness, Chaiet & Naness, LLC…$3MKona Ice, Inc. 401(k) Psp Retirement PlanKona Ice, Inc. 401(k) Psp Re…$3MSepideh, Inc. 401(k) Plan$3MData Services, Inc. 401(k) PlanData Services, Inc. 401(k) P…$3MS & B James Construction Management Co 401(k) Profit Sharing PlanS & B James Construction Man…$3M
End-of-year total assets ($M) among Naness, Chaiet & Naness, LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Naness, Chaiet & Naness, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Naness, Chaiet & Naness, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 45.142490711920715% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.72M $3.95M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $4M

Naness, Chaiet & Naness, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$640K
Employer EIN113382260
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Naness, Chaiet & Naness, LLC Retirement Plan and Trust, Total assets ($B): 0.003360835 · Participants: 5Naness, Chaiet & Naness, LLC Retirement Plan and TrustIBM 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
Naness, Chaiet & Naness, LLC Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Naness, Chaiet & Naness, LLC Retirement Plan and Trust side-by-side with 3 peers →

Naness, Chaiet & Naness, LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kona Ice, Inc. 401(k) Psp Retirement Plan in KY ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Naness, Chaiet & Naness, LLC Retirement Plan and Trust assets move in 2023? ▼
Naness, Chaiet & Naness, LLC Retirement Plan and Trust grew sharply - up 23.5% during 2023, from $3M to $3M. Reported net income was $640K.
How have Naness, Chaiet & Naness, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Naness, Chaiet & Naness, L.L.C.'s sponsor-wide assets grew 45.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Naness, Chaiet & Naness, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kona Ice, Inc. 401(k) Psp Retirement Plan in KY ($3M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Naness, Chaiet & Naness, LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 113382260.

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.