401(k) · DOL Form 5500 · 2023
Robert P Garbutt Cpa 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $877,658
- Avg per participant High balance/head
Official DOL plan name: Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan · Sponsored by Robert P Garbutt Cpa · New Jersey · Professional & Technical Services
$4M in assets, 4 participants
Robert P Garbutt Cpa's Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,145 in Professional & Technical Services (20,321 peers)
2023 asset change
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan grew sharply 23.5% in 2023 ($3M → $4M) for 4 participants.
- #7,145
- in Professional & Technical Services (20,321 peers)
- +23.5%
- assets growth YoY
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,510,630 38th percentile higher than 38% 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
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing 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. Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 272364971 · Robert P Garbutt Cpa PY 2023 · 401(k)
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan · $4M · 4 · 38th
- NET $4M
- BOOK 4
- VS-ST 38th
- BOY 401(k)
- SCH near R.P. O'connell, Inc. 401(k) Profit Sharing Plan
- EBSA ind #7145
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 →
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $668K |
| Employer EIN | 272364971 |
| Plan Effective Date | 2023-12-31 |
| 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
Albert Fa Carilli LLC Safe Harbir 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is R.P. O'connell, Inc. 401(k) Profit Sharing Plan in MA ($4M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.