401(k) · DOL Form 5500 · 2024

Anthony Baldi 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$277,857
Avg per participant High balance/head
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Official DOL plan name: Anthony Baldi 401(k) Profit Sharing Plan & Trust · Sponsored by Anthony Baldi · New York · Finance & Insurance

$3M in assets, 10 participants

Anthony Baldi's Anthony Baldi 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,842 in Finance & Insurance (8,549 peers)

Anthony Baldi multi-year trail

Anthony Baldi's plans moved +23.3% in assets from 2022 to 2024; this filing shows Anthony Baldi 401(k) Profit Sharing Plan & Trust at $3M / 10 participants.

#1,842
in Finance & Insurance (8,549 peers)
+21.2%
assets growth YoY

Anthony Baldi 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,778,573 33rd percentile higher than 33% of 123,620 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 2024

Anthony Baldi 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony Baldi 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anthony Baldi 401(k) Profit Sharing Plan & Trust reported net income rose from $38K in the plan year 2023 filing to $487K in the plan year 2024 filing.
  • Anthony Baldi 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Anthony Baldi 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161583005 · Anthony Baldi PY 2024 · 401(k)

Anthony Baldi 401(k) Profit Sharing Plan & Trust · $3M · 10 · 33rd

  • RANK $3M
  • RANK 10
  • RANK 33rd
  • RANK 401(k)
  • RANK near Greater Houston Retailers Association 401(k) Plan
  • RANK ind #1842

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 New York →

Anthony Baldi 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Anthony Baldi 401(k) Profit Sharing Plan & TrustAnthony Baldi 401(k) Profit …$3MGreater Houston Retailers Association 401(k) PlanGreater Houston Retailers As…$3MTeracom Services, LLC 401(k) PlanTeracom Services, LLC 401(k)…$3MWitwer Construction, Inc. 401(k) Salary Reduction Plan & TrustWitwer Construction, Inc. 40…$3MNeighbours, Inc. 401(k) & Retirement PlanNeighbours, Inc. 401(k) & Re…$3M
End-of-year total assets ($M) among Anthony Baldi 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Anthony Baldi multi-year asset trail

Sponsor-wide plan assets over time

All Anthony Baldi plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.265325135084776% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.78M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $2M
2024 1 10 $3M

Anthony Baldi filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$487K
Employer EIN161583005
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Anthony Baldi 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002778573 · Participants: 10Anthony Baldi 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Anthony Baldi 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Anthony Baldi 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Anthony Baldi 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Greater Houston Retailers Association 401(k) Plan in TX ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anthony Baldi 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Anthony Baldi 401(k) Profit Sharing Plan & Trust grew sharply - up 21.2% during 2024, from $2M to $3M. Reported net income was $487K.
How have Anthony Baldi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthony Baldi's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Greater Houston Retailers Association 401(k) Plan in TX ($3M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Anthony Baldi 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161583005.

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.