401(k) · DOL Form 5500 · 2024

Grassi & Co., Cpas, P.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
418
Participants Below avg headcount
85th
Percentile by assets National rank
$125,612
Avg per participant Near avg balance/head
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Official DOL plan name: Grassi & Co. 401(k) Plan · Sponsored by Grassi & Co., Cpas, P.C. · New York · Professional & Technical Services

$53M in assets, 418 participants

Grassi & Co., Cpas, P.C.'s Grassi & Co. 401(k) Plan reported $53M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,257 in Professional & Technical Services (20,173 peers)

Where Grassi & Co. 401(k) Plan sits by assets

Grassi & Co. 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 418 participants (~$125,612/participant), up 20.9% in 2024.

#17,257
in Professional & Technical Services (20,173 peers)
+20.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Grassi & Co. 401(k) Plan's outsized position by total assets

Grassi & Co. 401(k) Plan vs every filed plan by assets

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

$52,505,678 Top 15% higher than 85% 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. 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. Grassi & Co. 401(k) Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grassi & Co. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Grassi & Co. 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Grassi & Co. 401(k) Plan reported participants rose from 385 in the plan year 2023 filing to 418 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 113266576 · Grassi & Co., Cpas, P.C. PY 2024 · 401(k)

Grassi & Co. 401(k) Plan · $53M · 418 · 85th

  • TYPE $53M
  • TYPE 418
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Tryon Medical Partners 401(k) Retirement Plan
  • TYPE ind #17257

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. 401(k) Plan in the asset neighbourhood

Grassi & Co. 401(k) Plan$53MTryon Medical Partners 401(k) Retirement PlanTryon Medical Partners 401(k…$52MPayscale, Inc. Retirement Savings PlanPayscale, Inc. Retirement Sa…$52MSetex, Inc. Tax Deferred Savings Plan and TrustSetex, Inc. Tax Deferred Sav…$52MMilwaukee Valve Company, LLC Employees' Savings Plan and TrustMilwaukee Valve Company, LLC…$52M
End-of-year total assets ($M) among Grassi & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN113266576
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grassi & Co., Cpas, P.C.)

Sponsor-wide plan assets over time

All Grassi & Co., Cpas, 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 401(k) Plans in New York

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

Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Grassi & Co. 401(k) Plan, Total assets ($B): 0.052505678 · Participants: 418Grassi & Co. 401(k) 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
Grassi & Co. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Grassi & Co. 401(k) Plan side-by-side with 3 peers →

Grassi & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tryon Medical Partners 401(k) Retirement Plan in NC ($52M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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. 401(k) Plan assets move in 2024? ▼
Grassi & Co. 401(k) Plan grew sharply - up 20.9% during 2024, from $43M to $53M. Reported net income was $9M.
How have Grassi & Co., Cpas, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grassi & Co., Cpas, P.C.'s sponsor-wide assets grew 38.7%, from $43M to $60M.
Where does Grassi & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Grassi & Co. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tryon Medical Partners 401(k) Retirement Plan in NC ($52M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Grassi & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants, $8M 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.