401(k) · DOL Form 5500 · 2024

Abrams, Garfinkel, Margolis, Bergson, LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
78
Participants Small participant base
62nd
Percentile by assets National rank
$171,908
Avg per participant Above avg balance/head
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Official DOL plan name: Agmb, LLP 401(k) Profit Sharing Plan · Sponsored by Abrams, Garfinkel, Margolis, Bergson, LLP · New York · Professional & Technical Services

$13M in assets, 78 participants

Abrams, Garfinkel, Margolis, Bergson, LLP's Agmb, LLP 401(k) Profit Sharing Plan reported $13M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,293 in Professional & Technical Services (20,173 peers)

2024 asset change

Agmb, LLP 401(k) Profit Sharing Plan pulled back noticeably 11.6% in 2024 ($15M → $13M) for 78 participants.

#12,293
in Professional & Technical Services (20,173 peers)
-11.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agmb, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Agmb, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,408,808 Top 38% higher than 62% 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

Agmb, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agmb, LLP 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agmb, LLP 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Agmb, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Agmb, LLP 401(k) Profit Sharing Plan reported participants fell from 85 in the plan year 2023 filing to 78 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030462076 · Abrams, Garfinkel, Margolis, Bergson, LLP PY 2024 · 401(k)

Agmb, LLP 401(k) Profit Sharing Plan · $13M · 78 · 62nd

  • EBSA $13M
  • EBSA 78
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust
  • EBSA ind #12293

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 →

Agmb, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Agmb, LLP 401(k) Profit Sharing PlanAgmb, LLP 401(k) Profit Shar…$13MSan Diego Tourism Authority 401(k) Profit Sharing Plan & TrustSan Diego Tourism Authority …$13MGrantworks, Inc 401(k) Retirement PlanGrantworks, Inc 401(k) Retir…$13MC.I. Banker Wire and Iron Works, Inc. 401(k) PlanC.I. Banker Wire and Iron Wo…$13MEagle Mountain Casino 401(k) Profit Sharing PlanEagle Mountain Casino 401(k)…$13M
End-of-year total assets ($M) among Agmb, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Abrams, Garfinkel, Margolis, Bergson, LLP years around the 2024 move

Sponsor-wide plan assets over time

All Abrams, Garfinkel, Margolis, Bergson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 9.644549179788317% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $13.4M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 85 $15M
2024 1 78 $13M

2024 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN030462076
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Agmb, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Agmb, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.013408808 · Participants: 78Agmb, LLP 401(k) Profit Sharing 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
Agmb, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Agmb, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Agmb, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust in CA ($13M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Agmb, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Agmb, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2024, from $15M to $13M. Reported net income was -$2M.
How have Abrams, Garfinkel, Margolis, Bergson, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abrams, Garfinkel, Margolis, Bergson, LLP's sponsor-wide assets grew 9.6%, from $12M to $13M.
Which 401(k) plans are similar in size to Agmb, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust in CA ($13M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Agmb, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altro USA, Inc. Retirement Plan in MA (78 participants, $12M 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 030462076.

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.