401(k) · DOL Form 5500 · 2024

Giuliani Partners 401(k) Plan

Data updated 2026-08-25

$822K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$117,388
Avg per participant Below avg balance/head
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Official DOL plan name: Giuliani Partners LLC 401(k) Plan · Sponsored by Giuliani Partners · New York · Professional & Technical Services

$822K in assets, 7 participants

Giuliani Partners's Giuliani Partners LLC 401(k) Plan reported $822K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,350 in Professional & Technical Services (20,173 peers)

Giuliani Partners multi-year trail

Giuliani Partners's plans moved -44.1% in assets from 2022 to 2024; this filing shows Giuliani Partners LLC 401(k) Plan at $822K / 7 participants.

#3,350
in Professional & Technical Services (20,173 peers)
-44.4%
assets change YoY

The plan reported a net loss of $656K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Giuliani Partners LLC 401(k) Plan among the smaller filed plans by assets

Giuliani Partners LLC 401(k) Plan vs every filed plan by assets

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

$821,718 22nd percentile higher than 22% 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

Giuliani Partners LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Giuliani Partners LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Giuliani Partners LLC 401(k) Plan reported net income fell from $9K in the plan year 2023 filing to -$656K in the plan year 2024 filing.
  • Giuliani Partners LLC 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $822K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010557816 · Giuliani Partners PY 2024 · 401(k)

Giuliani Partners LLC 401(k) Plan · $822K · 7 · 22nd

  • NET $822K
  • BOOK 7
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Pawpular Companions Boutique Inc. 401(k) Plan
  • EBSA ind #3350

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 →

Giuliani Partners LLC 401(k) Plan in the asset neighbourhood

Giuliani Partners LLC 401(k) PlanGiuliani Partners LLC 401(k)…$822KPawpular Companions Boutique Inc. 401(k) PlanPawpular Companions Boutique…$822KPuffy D Corporation 401(k) PlanPuffy D Corporation 401(k) P…$822KAvid Park Management LP 401(k) Profit Sharing Plan & TrustAvid Park Management LP 401(…$822KWymore Inc. 401(k) Savings and Investment PlanWymore Inc. 401(k) Savings a…$822K
End-of-year total assets ($M) among Giuliani Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Giuliani Partners multi-year asset trail

Sponsor-wide plan assets over time

All Giuliani Partners plans reported in each filing year

Latest sponsor-wide plan assets
$822K 44.055337502255234% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.47M $0.82M ▼ -44.2%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 7 $1M
2024 2 8 $822K

Giuliani Partners filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$822K
Net Income-$656K
Employer EIN010557816
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.

Giuliani Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Giuliani Partners LLC 401(k) Plan, Total assets ($B): 0.000821718 · Participants: 7Giuliani Partners LLC 401(k) 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
Giuliani Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Giuliani Partners LLC 401(k) Plan side-by-side with 3 peers →

Giuliani Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pawpular Companions Boutique Inc. 401(k) Plan in WA ($822K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Giuliani Partners LLC 401(k) Plan assets move in 2024? ▼
Giuliani Partners LLC 401(k) Plan contracted severely - down 44.4% during 2024, from $1M to $822K. Reported net income was -$656K.
How have Giuliani Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Giuliani Partners's sponsor-wide assets declined 44.1%, from $1M to $822K.
Where does Giuliani Partners LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Giuliani Partners LLC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Giuliani Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pawpular Companions Boutique Inc. 401(k) Plan in WA ($822K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Giuliani Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 010557816.

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.