401(k) · DOL Form 5500 · 2024
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $240,078
- Avg per participant Above avg balance/head
Official DOL plan name: Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan · Sponsored by Heidell, Pittoni, Murphy & Bach, LLP · New York · Professional & Technical Services
$35M in assets, 146 participants
Heidell, Pittoni, Murphy & Bach, LLP's Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan reported $35M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,136 in Professional & Technical Services (20,173 peers)
Coverage in New York
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $35M.
- #16,136
- in Professional & Technical Services (20,173 peers)
- +12.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan's outsized position by total assets
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,051,390 Top 20% higher than 80% 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
Heidell, Pittoni, Murphy & Bach, LLP 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. Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan reported participants fell from 148 in the plan year 2023 filing to 146 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 134035589 · Heidell, Pittoni, Murphy & Bach, LLP PY 2024 · 401(k)
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan · $35M · 146 · 80th
- EBSA $35M
- EBSA 146
- EBSA 80th
- EBSA 401(k)
- EBSA near Florida Digestive Health Specialists, LLP 401(k) Plan
- EBSA ind #16136
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 →
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 134035589 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heidell, Pittoni, Murphy & Bach, LLP)
Sponsor-wide plan assets over time
All Heidell, Pittoni, Murphy & Bach, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.65914299303844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $27M |
| 2023 | 1 | 148 | $31M |
| 2024 | 1 | 146 | $35M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Florida Digestive Health Specialists, LLP 401(k) Plan in FL ($35M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Florida Digestive Health Specialists, LLP 401(k) Plan (FL) $35M · 251
- Metz Culinary Management, LLC 401(k) Plan (PA) $35M · 6,436
- Frankenmuth Credit Union 401(k) Retirement Savings (MI) $35M · 446
- Trace Systems Inc. 401(k) Plan (VA) $35M · 348
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.