401(k) · DOL Form 5500 · 2024
Albertelli Law 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 302
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $24,291
- Avg per participant Low balance/head
Official DOL plan name: Albertelli Law 401(k) Plan · Sponsored by Albertelli Law · Florida · Professional & Technical Services
$7M in assets, 302 participants
Albertelli Law's Albertelli Law 401(k) Plan reported $7M in total assets and 302 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.
- #9,553 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Albertelli Law 401(k) Plan covers 302 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $7M.
- #9,553
- in Professional & Technical Services (20,173 peers)
- +18.4%
- assets growth YoY
Albertelli Law 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Albertelli Law 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,335,984 49th percentile higher than 49% 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
Albertelli Law 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. Albertelli Law 401(k) Plan sits mid-pack in the medium band (302 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Albertelli Law 401(k) Plan reported participants rose from 81 in the plan year 2023 filing to 302 in the plan year 2024 filing.
- Albertelli Law 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Albertelli Law 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260659686 · Albertelli Law PY 2024 · 401(k)
Albertelli Law 401(k) Plan · $7M · 302 · 49th
- EIN $7M
- EIN 302
- EIN 49th
- EIN 401(k)
- EIN near Lott Oil Company, Inc. 401(k) Plan
- EIN ind #9553
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 Florida →
Albertelli Law 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 260659686 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Albertelli Law)
Sponsor-wide plan assets over time
All Albertelli Law plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 61.974038613758864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $5M |
| 2023 | 1 | 81 | $6M |
| 2024 | 1 | 302 | $7M |
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
Albertelli Law 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lott Oil Company, Inc. 401(k) Plan in LA ($7M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Lott Oil Company, Inc. 401(k) Plan (LA) $7M · 268
- Henlius USA, Inc. 401(k) Plan (CA) $7M · 51
- Dweck Properties 401(k) Plan (DC) $7M · 254
- David's Cookies / Cookie Cupboard 401(k) Plan (NJ) $7M · 621
Similar participant headcount
Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.
- Sunworks 401(k) Plan & Trust (DE) 302 · 0 off
- Seiler LLP 401(k) Plan (CA) 302 · 0 off
- Aafcpas, Inc 401(k) Savings Plan (MA) 302 · 0 off
- Gracent, LLC 401(k) Plan (IL) 302 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.