401(k) · DOL Form 5500 · 2024

Passero Associates, Dpc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
156
Participants Small participant base
70th
Percentile by assets National rank
$124,602
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Passero Associates, P.C. Mutual Savings Plan · Sponsored by Passero Associates, Dpc · New York · Professional & Technical Services

$19M in assets, 156 participants

Passero Associates, Dpc's Passero Associates, P.C. Mutual Savings Plan reported $19M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,903 in Professional & Technical Services (20,173 peers)

Coverage in New York

Passero Associates, P.C. Mutual Savings Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $19M.

#13,903
in Professional & Technical Services (20,173 peers)
+12.2%
assets growth YoY

Passero Associates, P.C. Mutual Savings Plan's outsized position by total assets

Passero Associates, P.C. Mutual Savings Plan vs every filed plan by assets

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

$19,437,959 Top 30% higher than 70% 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

Passero Associates, P.C. Mutual Savings 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. Passero Associates, P.C. Mutual Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Passero Associates, P.C. Mutual Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Passero Associates, P.C. Mutual Savings Plan reported participants rose from 139 in the plan year 2023 filing to 156 in the plan year 2024 filing.
  • Passero Associates, P.C. Mutual Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161255176 · Passero Associates, Dpc PY 2024 · 401(k)

Passero Associates, P.C. Mutual Savings Plan · $19M · 156 · 70th

  • PHOTO $19M
  • IND 156
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Symmco Inc 401(k) Profit Sharing Trust
  • PCT ind #13903

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 →

Passero Associates, P.C. Mutual Savings Plan in the asset neighbourhood

Passero Associates, P.C. Mutual Savings PlanPassero Associates, P.C. Mut…$19MSymmco Inc 401(k) Profit Sharing TrustSymmco Inc 401(k) Profit Sha…$19MMayer, LLP 401(k) and Profit Sharing PlanMayer, LLP 401(k) and Profit…$19MDimella Shaffer Associates, Inc. 401(k) Profit Sharing PlanDimella Shaffer Associates, …$19MEms Linq Inc 401(k) Profit Sharing PlanEms Linq Inc 401(k) Profit S…$19M
End-of-year total assets ($M) among Passero Associates, P.C. Mutual Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN161255176
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Passero Associates, Dpc)

Sponsor-wide plan assets over time

All Passero Associates, Dpc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.411033081143245% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.8M $19.4M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 116 $14M
2023 1 139 $17M
2024 1 156 $19M

Nearby 401(k) Plans in New York

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

Passero Associates, P.C. Mutual Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Passero Associates, P.C. Mutual Savings Plan, Total assets ($B): 0.019437959 · Participants: 156Passero Associates, P.C. Mutual Savings 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
Passero Associates, P.C. Mutual Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Passero Associates, P.C. Mutual Savings Plan side-by-side with 3 peers →

Passero Associates, P.C. Mutual Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Symmco Inc 401(k) Profit Sharing Trust in PA ($19M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Passero Associates, P.C. Mutual Savings Plan assets move in 2024? ▼
Passero Associates, P.C. Mutual Savings Plan grew at a solid clip - up 12.2% during 2024, from $17M to $19M. Reported net income was $2M.
How have Passero Associates, Dpc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Passero Associates, Dpc's sponsor-wide assets grew 41.4%, from $14M to $19M.
Which 401(k) plans are similar in size to Passero Associates, P.C. Mutual Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symmco Inc 401(k) Profit Sharing Trust in PA ($19M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Passero Associates, P.C. Mutual Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 161255176.

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.