401(k) · DOL Form 5500 · 2024

Samuel S Adelsberg & Co 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
27
Participants Small participant base
52nd
Percentile by assets National rank
$309,447
Avg per participant High balance/head
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Official DOL plan name: Samuel S Adelsberg & Co Retirement Plan · Sponsored by Samuel S Adelsberg & Co · New York · Professional & Technical Services

$8M in assets, 27 participants

Samuel S Adelsberg & Co's Samuel S Adelsberg & Co Retirement Plan reported $8M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,110 in Professional & Technical Services (20,173 peers)

Samuel S Adelsberg & Co multi-year trail

Samuel S Adelsberg & Co's plans moved +21.2% in assets from 2022 to 2024; this filing shows Samuel S Adelsberg & Co Retirement Plan at $8M / 27 participants.

#10,110
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY

Samuel S Adelsberg & Co Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Samuel S Adelsberg & Co Retirement Plan vs every filed plan by assets

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

$8,355,078 Top 48% higher than 52% 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

Samuel S Adelsberg & Co 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. Samuel S Adelsberg & Co Retirement Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samuel S Adelsberg & Co Retirement Plan reported net income fell from $837K in the plan year 2023 filing to $624K in the plan year 2024 filing.
  • Samuel S Adelsberg & Co Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Samuel S Adelsberg & Co Retirement Plan reported participants rose from 25 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112479096 · Samuel S Adelsberg & Co PY 2024 · 401(k)

Samuel S Adelsberg & Co Retirement Plan · $8M · 27 · 52nd

  • IND $8M
  • EOY 27
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Skyepoint Decisions, Inc. 401(k) Plan
  • EIN ind #10110

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 →

Samuel S Adelsberg & Co Retirement Plan in the asset neighbourhood

Samuel S Adelsberg & Co Retirement PlanSamuel S Adelsberg & Co Reti…$8MSkyepoint Decisions, Inc. 401(k) PlanSkyepoint Decisions, Inc. 40…$8MCrosby 401(k) Retirement Plan$8MKyd, Inc. 401(k) Plan$8MTukaiz, LLC 401(k) Plan$8M
End-of-year total assets ($M) among Samuel S Adelsberg & Co Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Samuel S Adelsberg & Co multi-year asset trail

Sponsor-wide plan assets over time

All Samuel S Adelsberg & Co plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.19486138584994% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.89M $8.36M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 24 $7M
2023 1 25 $8M
2024 1 27 $8M

Samuel S Adelsberg & Co filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$624K
Employer EIN112479096
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Samuel S Adelsberg & Co Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Samuel S Adelsberg & Co Retirement Plan, Total assets ($B): 0.008355078 · Participants: 27Samuel S Adelsberg & Co Retirement 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
Samuel S Adelsberg & Co Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Samuel S Adelsberg & Co Retirement Plan side-by-side with 3 peers →

Samuel S Adelsberg & Co Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Skyepoint Decisions, Inc. 401(k) Plan in VA ($8M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Samuel S Adelsberg & Co Retirement Plan assets move in 2024? ▼
Samuel S Adelsberg & Co Retirement Plan grew at a solid clip - up 8.1% during 2024, from $8M to $8M. Reported net income was $624K.
How have Samuel S Adelsberg & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel S Adelsberg & Co's sponsor-wide assets grew 21.2%, from $7M to $8M.
Which 401(k) plans are similar in size to Samuel S Adelsberg & Co Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skyepoint Decisions, Inc. 401(k) Plan in VA ($8M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Samuel S Adelsberg & Co Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 112479096.

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.