401(k) · DOL Form 5500 · 2024

Mandelbaum Barrett, PC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
156
Participants Small participant base
79th
Percentile by assets National rank
$222,373
Avg per participant Above avg balance/head
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Official DOL plan name: Mandelbaum Barrett, PC Employee Savings Plan · Sponsored by Mandelbaum Barrett, PC · New Jersey · Professional & Technical Services

$35M in assets, 156 participants

Mandelbaum Barrett, PC's Mandelbaum Barrett, PC Employee Savings Plan reported $35M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,096 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Mandelbaum Barrett, PC Employee Savings Plan covers 156 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $35M.

#16,096
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mandelbaum Barrett, PC Employee Savings Plan's outsized position by total assets

Mandelbaum Barrett, PC Employee Savings Plan vs every filed plan by assets

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

$34,690,115 Top 21% higher than 79% 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

Mandelbaum Barrett, PC Employee 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. Mandelbaum Barrett, PC Employee Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mandelbaum Barrett, PC Employee Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mandelbaum Barrett, PC Employee Savings Plan reported participants rose from 132 in the plan year 2023 filing to 156 in the plan year 2024 filing.
  • Mandelbaum Barrett, PC Employee Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 221981178 · Mandelbaum Barrett, PC PY 2024 · 401(k)

Mandelbaum Barrett, PC Employee Savings Plan · $35M · 156 · 79th

  • RANK $35M
  • RANK 156
  • RANK 79th
  • RANK 401(k)
  • RANK near Grieco Automotive Management 401(k) Plan
  • RANK ind #16096

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 Jersey →

Mandelbaum Barrett, PC Employee Savings Plan in the asset neighbourhood

Mandelbaum Barrett, PC Employee Savings PlanMandelbaum Barrett, PC Emplo…$35MGrieco Automotive Management 401(k) PlanGrieco Automotive Management…$35MMci USA 401(k) Savings Plan$35ML. G. Everist, Inc. 401(k) PlanL. G. Everist, Inc. 401(k) P…$35MFurniture Mart USA, Inc. Employee Profit Sharing 401(k) PlanFurniture Mart USA, Inc. Emp…$35M
End-of-year total assets ($M) among Mandelbaum Barrett, PC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN221981178
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mandelbaum Barrett, PC)

Sponsor-wide plan assets over time

All Mandelbaum Barrett, PC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 44.532522376218445% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $34.7M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 122 $24M
2023 1 132 $30M
2024 1 156 $35M

Nearby 401(k) Plans in New Jersey

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

Mandelbaum Barrett, PC Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mandelbaum Barrett, PC Employee Savings Plan, Total assets ($B): 0.034690115 · Participants: 156Mandelbaum Barrett, PC Employee Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Mandelbaum Barrett, PC Employee Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mandelbaum Barrett, PC Employee Savings Plan side-by-side with 3 peers →

Mandelbaum Barrett, PC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Grieco Automotive Management 401(k) Plan in FL ($35M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

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 Mandelbaum Barrett, PC Employee Savings Plan assets move in 2024? ▼
Mandelbaum Barrett, PC Employee Savings Plan grew at a solid clip - up 14.9% during 2024, from $30M to $35M. Reported net income was $5M.
How have Mandelbaum Barrett, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mandelbaum Barrett, PC's sponsor-wide assets grew 44.5%, from $24M to $35M.
Where does Mandelbaum Barrett, PC Employee Savings Plan rank by assets among Form 5500 filers? ▼
Mandelbaum Barrett, PC Employee Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mandelbaum Barrett, PC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grieco Automotive Management 401(k) Plan in FL ($35M, 804 participants).
Which 401(k) plans cover a similar participant headcount to Mandelbaum Barrett, PC Employee 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 221981178.

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.