401(k) · DOL Form 5500 · 2024

Michael Moriello, P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$342,035
Avg per participant High balance/head
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Official DOL plan name: Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust · Sponsored by Michael Moriello, P.C. · New York · Professional & Technical Services

$1M in assets, 4 participants

Michael Moriello, P.C.'s Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,243 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust holds $1M for 4 participants - about $342,035 per participant, in the lower half of filed plans by assets.

#4,243
in Professional & Technical Services (20,173 peers)
+5.7%
assets growth YoY

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,368,138 26th percentile higher than 26% 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

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust reported net income rose from $41K in the plan year 2023 filing to $74K in the plan year 2024 filing.
  • Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611471145 · Michael Moriello, P.C. PY 2024 · 401(k)

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust · $1M · 4 · 26th

  • RANK $1M
  • PHOTO 4
  • IND 26th
  • EOY 401(k)
  • 5500 near Turnaround Management Association 401(k) Plan
  • ASSETS ind #4243

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 →

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Michael Moriello, P.C. 401(k) Profit Sharing Plan and TrustMichael Moriello, P.C. 401(k…$1MTurnaround Management Association 401(k) PlanTurnaround Management Associ…$1MKevin J. Kelley, P.C. 401(k) PlanKevin J. Kelley, P.C. 401(k)…$1MAirlinx Aircraft Solo 401(k) PlanAirlinx Aircraft Solo 401(k)…$1MHcm Guided Retirement Plan$1M
End-of-year total assets ($M) among Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$74K
Employer EIN611471145
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Moriello, P.C.)

Sponsor-wide plan assets over time

All Michael Moriello, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.144213786204222% vs 2022
2024 filing year
$1.2M$1.25M$1.3M$1.35M$1.4M 202220232024 $1.25M $1.37M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby 401(k) Plans in New York

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

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001368138 · Participants: 4Michael Moriello, P.C. 401(k) Profit Sharing Plan and TrustIBM 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
Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Turnaround Management Association 401(k) Plan in IL ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 5.7% during 2024, from $1M to $1M. Reported net income was $74K.
How have Michael Moriello, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Moriello, P.C.'s sponsor-wide assets grew 9.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Turnaround Management Association 401(k) Plan in IL ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Michael Moriello, P.C. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 611471145.

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.