401(k) · DOL Form 5500 · 2024
Mycio Wealth Partners LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $297,916
- Avg per participant High balance/head
Official DOL plan name: Mycio Wealth Partners LLC 401(k) Profit Sharing Plan · Sponsored by Mycio Wealth Partners LLC · Pennsylvania · Finance & Insurance
$19M in assets, 64 participants
Mycio Wealth Partners LLC's Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported $19M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,622 in Finance & Insurance (8,549 peers)
Mycio Wealth Partners LLC multi-year trail
Mycio Wealth Partners LLC's plans moved +58.9% in assets from 2022 to 2024; this filing shows Mycio Wealth Partners LLC 401(k) Profit Sharing Plan at $19M / 64 participants.
- #4,622
- in Finance & Insurance (8,549 peers)
- +21.7%
- assets growth YoY
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan's outsized position by total assets
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,066,653 Top 31% higher than 69% 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
Mycio Wealth Partners LLC 401(k) Profit Sharing 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. Mycio Wealth Partners LLC 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mycio Wealth Partners LLC 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported participants rose from 59 in the plan year 2023 filing to 64 in the plan year 2024 filing.
- Mycio Wealth Partners LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 202611371 · Mycio Wealth Partners LLC PY 2024 · 401(k)
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan · $19M · 64 · 69th
- IND $19M
- IND 64
- IND 69th
- IND 401(k)
- IND near Vivie Retirement Savings Plan
- IND ind #4622
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Mycio Wealth Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Mycio Wealth Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 58.94933469651937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $12M |
| 2023 | 1 | 59 | $16M |
| 2024 | 1 | 64 | $19M |
Mycio Wealth Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 202611371 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Mycio Wealth Partners LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Vivie Retirement Savings Plan in MN ($19M); by covered participants it is Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan in OH (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Vivie Retirement Savings Plan (MN) $19M · 769
- Deltech Savings Plan (LA) $19M · 152
- Carroll County Memorial Hospital Employees 401(k) Plan & Trust (MO) $19M · 233
- Precision Biosciences, Inc. 401(k) Plan (NC) $19M · 110
Similar participant headcount
Nearest other-state filings by covered participants (64 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.