401(k) · DOL Form 5500 · 2024
Crespo & Associates PA 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $122,481
- Avg per participant Near avg balance/head
Official DOL plan name: Crespo & Associates PA 401(k) Profit Sharing Plan and Trust · Sponsored by Crespo & Associates PA · Florida · Healthcare & Social Assistance
$2M in assets, 13 participants
Crespo & Associates PA's Crespo & Associates PA 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,088 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust grew at a solid clip 14.7% in 2024 ($1M → $2M) for 13 participants.
- #4,088
- in Healthcare & Social Assistance (16,916 peers)
- +14.7%
- assets growth YoY
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,592,258 27th percentile higher than 27% 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
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crespo & Associates PA 401(k) Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 593489548 · Crespo & Associates PA PY 2024 · 401(k)
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust · $2M · 13 · 27th
- PHOTO $2M
- IND 13
- EOY 27th
- 5500 401(k)
- ASSETS near Lamb & Meyer Apc 401(k) Profit Sharing Plan & Trust
- PCT ind #4088
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $204K |
| Employer EIN | 593489548 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Crespo & Associates PA 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lamb & Meyer Apc 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.