401(k) · DOL Form 5500 · 2024

Gusrae Kaplan Nusbaum PLLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
17
Participants Small participant base
48th
Percentile by assets National rank
$402,568
Avg per participant High balance/head
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Official DOL plan name: Gusrae Kaplan Nusbaum PLLC 401(k) Plan · Sponsored by Gusrae Kaplan Nusbaum PLLC · New York · Professional & Technical Services

$7M in assets, 17 participants

Gusrae Kaplan Nusbaum PLLC's Gusrae Kaplan Nusbaum PLLC 401(k) Plan reported $7M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,270 in Professional & Technical Services (20,173 peers)

Gusrae Kaplan Nusbaum PLLC multi-year trail

Gusrae Kaplan Nusbaum PLLC's plans moved +69.3% in assets from 2022 to 2024; this filing shows Gusrae Kaplan Nusbaum PLLC 401(k) Plan at $7M / 17 participants.

#9,270
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Gusrae Kaplan Nusbaum PLLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gusrae Kaplan Nusbaum PLLC 401(k) Plan vs every filed plan by assets

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

$6,843,649 48th percentile higher than 48% 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

Gusrae Kaplan Nusbaum PLLC 401(k) 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. Gusrae Kaplan Nusbaum PLLC 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gusrae Kaplan Nusbaum PLLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $978K in the plan year 2024 filing.
  • Gusrae Kaplan Nusbaum PLLC 401(k) Plan reported participants rose from 12 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Gusrae Kaplan Nusbaum PLLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132874725 · Gusrae Kaplan Nusbaum PLLC PY 2024 · 401(k)

Gusrae Kaplan Nusbaum PLLC 401(k) Plan · $7M · 17 · 48th

  • VS-ST $7M
  • VS-ST 17
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near Jeunesse, LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #9270

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 York →

Gusrae Kaplan Nusbaum PLLC 401(k) Plan in the asset neighbourhood

Gusrae Kaplan Nusbaum PLLC 401(k) PlanGusrae Kaplan Nusbaum PLLC 4…$7MJeunesse, LLC 401(k) Profit Sharing Plan & TrustJeunesse, LLC 401(k) Profit …$7MRetina & Vitreous Center, P.C. Savings PlanRetina & Vitreous Center, P.…$7MDC International 401(k) Plan$7MMontgomery General Health Care System, Inc. 401(k) Profit Sharing PlanMontgomery General Health Ca…$7M
End-of-year total assets ($M) among Gusrae Kaplan Nusbaum PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gusrae Kaplan Nusbaum PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Gusrae Kaplan Nusbaum PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 69.31707832405102% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.04M $6.84M ▲ +69.3%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 12 $6M
2024 1 17 $7M

Gusrae Kaplan Nusbaum PLLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$978K
Employer EIN132874725
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Gusrae Kaplan Nusbaum PLLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gusrae Kaplan Nusbaum PLLC 401(k) Plan, Total assets ($B): 0.006843649 · Participants: 17Gusrae Kaplan Nusbaum PLLC 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
Gusrae Kaplan Nusbaum PLLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gusrae Kaplan Nusbaum PLLC 401(k) Plan side-by-side with 3 peers →

Gusrae Kaplan Nusbaum PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jeunesse, LLC 401(k) Profit Sharing Plan & Trust in FL ($7M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Gusrae Kaplan Nusbaum PLLC 401(k) Plan assets move in 2024? ▼
Gusrae Kaplan Nusbaum PLLC 401(k) Plan grew sharply - up 16.7% during 2024, from $6M to $7M. Reported net income was $978K.
How have Gusrae Kaplan Nusbaum PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gusrae Kaplan Nusbaum PLLC's sponsor-wide assets grew 69.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Gusrae Kaplan Nusbaum PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeunesse, LLC 401(k) Profit Sharing Plan & Trust in FL ($7M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Gusrae Kaplan Nusbaum PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 132874725.

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.