401(k) · DOL Form 5500 · 2024
Alan Matarasso, Md PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $338,062
- Avg per participant High balance/head
Official DOL plan name: Alan Matarasso 401(k) Plan · Sponsored by Alan Matarasso, Md PC · New York · Healthcare & Social Assistance
$1M in assets, 3 participants
Alan Matarasso, Md PC's Alan Matarasso 401(k) Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,242 in Healthcare & Social Assistance (16,916 peers)
Alan Matarasso, Md PC multi-year trail
Alan Matarasso, Md PC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Alan Matarasso 401(k) Plan at $1M / 3 participants.
- #3,242
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
Alan Matarasso 401(k) Plan among the smaller filed plans by assets
Alan Matarasso 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,014,185 23rd percentile higher than 23% 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
Alan Matarasso 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan Matarasso 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alan Matarasso 401(k) Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Alan Matarasso 401(k) Plan end-of-year assets rose from $886K in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 133435458 · Alan Matarasso, Md PC PY 2024 · 401(k)
Alan Matarasso 401(k) Plan · $1M · 3 · 23rd
- EIN $1M
- EIN 3
- EIN 23rd
- EIN 401(k)
- EIN near The Critical Thinking Company 401(k) Plan
- EIN ind #3242
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Alan Matarasso 401(k) Plan in the asset neighbourhood
Alan Matarasso, Md PC multi-year asset trail
Sponsor-wide plan assets over time
All Alan Matarasso, Md PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 34.566367994437876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $754K |
| 2023 | 1 | 4 | $886K |
| 2024 | 1 | 3 | $1M |
Alan Matarasso, Md PC filing trail (2024)
| Total Assets (Beginning of Year) | $886K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $128K |
| Employer EIN | 133435458 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Alan Matarasso 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 Critical Thinking Company 401(k) Plan in OR ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.