401(k) · DOL Form 5500 · 2023

Mycio Wealth Partners LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
59
Participants Small participant base
68th
Percentile by assets National rank
$265,627
Avg per participant High balance/head
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Official DOL plan name: Mycio Wealth Partners LLC 401(k) Profit Sharing Plan · Sponsored by Mycio Wealth Partners LLC · Pennsylvania · Finance & Insurance

$16M in assets, 59 participants

Mycio Wealth Partners LLC's Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported $16M in total assets and 59 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.

  • #4,739 in Finance & Insurance (8,869 peers)

Mycio Wealth Partners LLC multi-year trail

Mycio Wealth Partners LLC's plans moved +58.9% in assets from 2022 to 2024; this filing shows Mycio Wealth Partners LLC 401(k) Profit Sharing Plan at $16M / 59 participants.

#4,739
in Finance & Insurance (8,869 peers)
+30.6%
assets growth YoY

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,672,003 Top 32% higher than 68% 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

Mycio Wealth Partners LLC 401(k) 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. Mycio Wealth Partners LLC 401(k) Profit Sharing Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mycio Wealth Partners LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported participants rose from 56 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202611371 · Mycio Wealth Partners LLC PY 2023 · 401(k)

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan · $16M · 59 · 68th

  • EOY $16M
  • EOY 59
  • EOY 68th
  • EOY 401(k)
  • EOY near Atb Administration Retirement Plan
  • EOY ind #4739

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mycio Wealth Partners LLC 401(k) Profit Sharing PlanMycio Wealth Partners LLC 40…$16MAtb Administration Retirement PlanAtb Administration Retiremen…$16MPolymedco, Inc. 401(k) Savings PlanPolymedco, Inc. 401(k) Savin…$16MVlp Law Group/Vlp Management Profit Sharing 401(k)PlanVlp Law Group/Vlp Management…$16MGlass Lewis 401(k) Plan$16M
End-of-year total assets ($M) among Mycio Wealth Partners LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mycio Wealth Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mycio Wealth Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 58.94933469651937% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $12M $19.1M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 56 $12M
2023 1 59 $16M
2024 1 64 $19M

Mycio Wealth Partners LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN202611371
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mycio Wealth Partners LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015672003 · Participants: 59Mycio Wealth Partners LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mycio Wealth Partners LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mycio Wealth Partners LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Atb Administration Retirement Plan in CA ($16M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 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 (59 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 Mycio Wealth Partners LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan surged - up 30.6% during 2023, from $12M to $16M. Reported net income was $4M.
How have Mycio Wealth Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mycio Wealth Partners LLC's sponsor-wide assets grew 58.9%, from $12M to $19M.
Which 401(k) plans are similar in size to Mycio Wealth Partners LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atb Administration Retirement Plan in CA ($16M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Mycio Wealth Partners LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A 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 202611371.

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.