401(k) · DOL Form 5500 · 2024
Joseph J. Blake & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 92
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $275,145
- Avg per participant High balance/head
Official DOL plan name: Joseph J. Blake & Associates, Inc. Savings and Retirement Plan · Sponsored by Joseph J. Blake & Associates, Inc. · New York · Real Estate
$25M in assets, 92 participants
Joseph J. Blake & Associates, Inc.'s Joseph J. Blake & Associates, Inc. Savings and Retirement Plan reported $25M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,046 in Real Estate (4,605 peers)
Where Joseph J. Blake & Associates, Inc. Savings and Retirement Plan sits by assets
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 92 participants (~$275,145/participant), up 18.8% in 2024.
- #4,046
- in Real Estate (4,605 peers)
- +18.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan's outsized position by total assets
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,313,372 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph J. Blake & Associates, Inc. Savings and Retirement Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joseph J. Blake & Associates, Inc. Savings and Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Joseph J. Blake & Associates, Inc. Savings and Retirement Plan reported participants fell from 107 in the plan year 2023 filing to 92 in the plan year 2024 filing.
- Joseph J. Blake & Associates, Inc. Savings and Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 112004892 · Joseph J. Blake & Associates, Inc. PY 2024 · 401(k)
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan · $25M · 92 · 75th
- EIN $25M
- RANK 92
- PHOTO 75th
- IND 401(k)
- EOY near Natureserve Saving and Retirement Plan
- 5500 ind #4046
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 Real Estate retirement plans → · Plans in New York →
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 112004892 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph J. Blake & Associates, Inc.)
Sponsor-wide plan assets over time
All Joseph J. Blake & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 49.60495310234671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $17M |
| 2023 | 1 | 107 | $21M |
| 2024 | 1 | 92 | $25M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Joseph J. Blake & Associates, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Natureserve Saving and Retirement Plan in VA ($25M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Natureserve Saving and Retirement Plan (VA) $25M · 57
- Ram Partners, LLC 401(k) Retirement Savings Plan (GA) $25M · 1,268
- Apogee Telecom, Inc. 401(k) Plan (TX) $25M · 250
- Trimark Corporation 401(k) Retirement Plan (IA) $25M · 366
Similar participant headcount
Nearest other-state filings by covered participants (92 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.