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
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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

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

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.

See the national 2023→2024 release diff →

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 401(k) Plan$1MThe Critical Thinking Company 401(k) PlanThe Critical Thinking Compan…$1MTee Rific 401(k)$1MArmadale Capital Employee Profit Sharing Plan 401(k)Armadale Capital Employee Pr…$1MRp Equity Inc 401(k) Plan$1M
End-of-year total assets ($M) among Alan Matarasso 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $1.01M ▲ +34.7%
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 EIN133435458
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Alan Matarasso 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alan Matarasso 401(k) Plan, Total assets ($B): 0.001014185 · Participants: 3Alan Matarasso 401(k) PlanIBM 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
Alan Matarasso 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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.

Frequently Asked Questions

How did Alan Matarasso 401(k) Plan assets move in 2024?
Alan Matarasso 401(k) Plan grew at a solid clip - up 14.5% during 2024, from $886K to $1M. Reported net income was $128K.
How have Alan Matarasso, Md PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Alan Matarasso, Md PC's sponsor-wide assets grew 34.6%, from $754K to $1M.
Where does Alan Matarasso 401(k) Plan rank by assets among Form 5500 filers?
Alan Matarasso 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alan Matarasso 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Critical Thinking Company 401(k) Plan in OR ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Alan Matarasso 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).