401(k) · DOL Form 5500 · 2023

Giuliani Partners 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 7
Participants Small participant base: 27th
Percentile by assets National rank: $211,129
Avg per participant Above avg balance/head

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Official DOL plan name: Giuliani Partners LLC 401(k) Plan · Sponsored by Giuliani Partners · New York · Professional & Technical Services

$1M in assets, 7 participants

Giuliani Partners's Giuliani Partners LLC 401(k) Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#4,630 in Professional & Technical Services (20,321 peers)

Giuliani Partners multi-year trail

Giuliani Partners's plans moved -44.1% in assets from 2022 to 2024; this filing shows Giuliani Partners LLC 401(k) Plan at $1M / 7 participants.

#4,630
in Professional & Technical Services (20,321 peers): +0.6%
assets growth YoY

Giuliani Partners LLC 401(k) Plan among the smaller filed plans by assets

Giuliani Partners LLC 401(k) Plan vs every filed plan by assets

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

$1,477,903 27th percentile higher than 27% 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

Giuliani Partners LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Giuliani Partners LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Giuliani Partners LLC 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Giuliani Partners LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $9K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010557816 · Giuliani Partners PY 2023 · 401(k)

Giuliani Partners LLC 401(k) Plan · $1M · 7 · 27th

ASSETS $1M
PCT 7
EIN 27th
RANK 401(k)
PHOTO near The Hamilton-Ryker Group, Inc. 401(k) Plan
IND ind #4630

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 →

End-of-year total assets ($M) among Giuliani Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Giuliani Partners multi-year asset trail

Latest sponsor-wide plan assets: $822K 44.055337502255234% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$1M
2023	1	7	$1M
2024	2	8	$822K

Giuliani Partners filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$9K
Employer EIN	010557816
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Giuliani Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Giuliani Partners LLC 401(k) Plan side-by-side with 3 peers →

Giuliani 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 Hamilton-Ryker Group, Inc. 401(k) Plan in TN ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

The Hamilton-Ryker Group, Inc. 401(k) Plan (TN) $1M · 1,727
Ampersand Adventures, Inc. 401(k) Plan (NJ) $1M · 4
L. Brent Bitner, Dds, P.C. 401(k) Profit Sharing Plan (OR) $1M · 5
Ccci 401(k) Plan (VA) $1M · 8

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off
Gkc Inc. 401(k) Plan (WA) 7 · 0 off

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 Giuliani Partners LLC 401(k) Plan assets move in 2023? ▼

Giuliani Partners LLC 401(k) Plan held essentially flat - up 0.6% during 2023, from $1M to $1M. Reported net income was $9K.

How have Giuliani Partners plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Giuliani Partners's sponsor-wide assets declined 44.1%, from $1M to $822K.

Which 401(k) plans are similar in size to Giuliani Partners LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Hamilton-Ryker Group, Inc. 401(k) Plan in TN ($1M, 1,727 participants).

Which 401(k) plans cover a similar participant headcount to Giuliani Partners LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 010557816.