401(k) · DOL Form 5500 · 2024
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $113,774
- Avg per participant Below avg balance/head
Official DOL plan name: Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan · Sponsored by Altman, Greenfield & Selvaggi Partners, LLC · New York · Professional & Technical Services
$16M in assets, 144 participants
Altman, Greenfield & Selvaggi Partners, LLC's Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported $16M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #13,185 in Professional & Technical Services (20,173 peers)
Coverage in New York
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #13,185
- in Professional & Technical Services (20,173 peers)
- +3.8%
- assets growth YoY
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,383,413 Top 34% higher than 66% 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
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $605K in the plan year 2024 filing.
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan reported participants rose from 121 in the plan year 2023 filing to 144 in the plan year 2024 filing.
- Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 832715493 · Altman, Greenfield & Selvaggi Partners, LLC PY 2024 · 401(k)
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan · $16M · 144 · 66th
- EBSA $16M
- PART 144
- TYPE 66th
- NET 401(k)
- BOOK near Dental Health Products, Inc. 401(k) P/S Plan
- VS-ST ind #13185
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 →
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $605K |
| Employer EIN | 832715493 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altman, Greenfield & Selvaggi Partners, LLC)
Sponsor-wide plan assets over time
All Altman, Greenfield & Selvaggi Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 26.342099375970747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $13M |
| 2023 | 1 | 121 | $16M |
| 2024 | 1 | 144 | $16M |
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
Altman, Greenfield & Selvaggi Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dental Health Products, Inc. 401(k) P/S Plan in WI ($16M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Dental Health Products, Inc. 401(k) P/S Plan (WI) $16M · 185
- Spokeo Inc 401(k) Profit Sharing Plan & Trust (CA) $16M · 186
- Citizens Bank 401(k) Retirement Plan (NM) $16M · 84
- Oac 401(k) and Profit Sharing Plan (OK) $16M · 207
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Associated Credit Union of Texas 401(k) Plan and Trust (TX) 144 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 144 · 0 off
- Salud Revenue Partners LLC 401(k) Plan (IN) 144 · 0 off
- Stl Office Solutions, Inc. 401(k) Plan (IL) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.