Defined Benefit (Pension) · DOL Form 5500 · 2024

Grassi & Co., Cpa's, P.C. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
311
Participants Below avg headcount
49th
Percentile by assets National rank
$23,256
Avg per participant Low balance/head
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Official DOL plan name: Grassi & Co. Cpas, PC Cash Balance Plan · Sponsored by Grassi & Co., Cpa's, P.C. · New York · Professional & Technical Services

$7M in assets, 311 participants

Grassi & Co., Cpa's, P.C.'s Grassi & Co. Cpas, PC Cash Balance Plan reported $7M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,498 in Professional & Technical Services (20,173 peers)

Coverage in New York

Grassi & Co. Cpas, PC Cash Balance Plan covers 311 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,498
in Professional & Technical Services (20,173 peers)
+1.0%
assets growth YoY

Grassi & Co. Cpas, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grassi & Co. Cpas, PC Cash Balance Plan vs every filed plan by assets

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

$7,232,499 49th percentile higher than 49% 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

Grassi & Co. Cpas, PC Cash Balance 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. Grassi & Co. Cpas, PC Cash Balance Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grassi & Co. Cpas, PC Cash Balance Plan reported net income fell from $991K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • Grassi & Co. Cpas, PC Cash Balance Plan reported participants fell from 360 in the plan year 2023 filing to 311 in the plan year 2024 filing.
  • Grassi & Co. Cpas, PC Cash Balance Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113266576 · Grassi & Co., Cpa's, P.C. PY 2024 · Defined Benefit (Pension)

Grassi & Co. Cpas, PC Cash Balance Plan · $7M · 311 · 49th

  • EIN $7M
  • EIN 311
  • EIN 49th
  • EIN Defined Benefit (Pension)
  • EIN near Retirement Plan of W.R. Grace & Co. - Ct Dupont Hourly Plan
  • EIN ind #9498

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 →

Grassi & Co. Cpas, PC Cash Balance Plan in the asset neighbourhood

Swisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$7MIsabella Bank Corporation Employee Retirement PlanIsabella Bank Corporation Em…$7MGrassi & Co. Cpas, PC Cash Balance PlanGrassi & Co. Cpas, PC Cash B…$7MRetirement Plan of W.R. Grace & Co. - Ct Dupont Hourly PlanRetirement Plan of W.R. Grac…$7MLight Metals Corporation UAW Retirement Income PlanLight Metals Corporation UAW…$7M
End-of-year total assets ($M) among Grassi & Co. Cpas, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$90K
Employer EIN113266576
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpa's, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpa's, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 38.70323562683911% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $59.7M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 718 $43M
2023 2 745 $51M
2024 2 729 $60M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Grassi & Co. Cpas, PC Cash Balance Plan, Total assets ($B): 0.007232499 · Participants: 311Grassi & Co. Cpas, PC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Grassi & Co. Cpas, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Grassi & Co. Cpas, PC Cash Balance Plan side-by-side with 3 peers →

Grassi & Co. Cpas, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan of W.R. Grace & Co. - Ct Dupont Hourly Plan in MD ($7M); by covered participants it is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Grassi & Co. Cpas, PC Cash Balance Plan assets move in 2024? ▼
Grassi & Co. Cpas, PC Cash Balance Plan edged up modestly - up 1.0% during 2024, from $7M to $7M. Reported net income was $90K.
How have Grassi & Co., Cpa's, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpa's, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Which Defined Benefit (Pension) plans are similar in size to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of W.R. Grace & Co. - Ct Dupont Hourly Plan in MD ($7M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Grassi & Co. Cpas, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Zimmer Biomet Holdings, Inc. Retirement Income Plan in IN (311 participants, $386M 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 113266576.

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.