401(k) · DOL Form 5500 · 2024

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
23
Participants Small participant base
50th
Percentile by assets National rank
$330,134
Avg per participant High balance/head
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Official DOL plan name: Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan · Sponsored by Chelus, Herdzik, Speyer & Monte, P.C. · New York · Professional & Technical Services

$8M in assets, 23 participants

Chelus, Herdzik, Speyer & Monte, P.C.'s Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan reported $8M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,699 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan holds $8M for 23 participants - about $330,134 per participant, above the median plan by assets.

#9,699
in Professional & Technical Services (20,173 peers)
-7.9%
assets change YoY

The plan reported a net loss of $653K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs every filed plan by assets

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

$7,593,072 Top 50% higher than 50% 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

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) 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. Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan reported net income fell from $903K in the plan year 2023 filing to -$653K in the plan year 2024 filing.
  • Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan reported participants rose from 19 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161146717 · Chelus, Herdzik, Speyer & Monte, P.C. PY 2024 · 401(k)

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan · $8M · 23 · 50th

  • BOOK $8M
  • VS-ST 23
  • BOY 50th
  • SCH 401(k)
  • EBSA near Runtime Technologies LLC 401(k) Profit Sharing Plan and Trust
  • PART ind #9699

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 →

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan in the asset neighbourhood

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) PlanChelus, Herdzik, Speyer & Mo…$8MRuntime Technologies LLC 401(k) Profit Sharing Plan and TrustRuntime Technologies LLC 401…$8MForest View Dental, S.C. 401(k) Profit Sharing PlanForest View Dental, S.C. 401…$8MGuarino's Swimming Pools Service, Inc. 401(k) Profit Sharing Plan & TrustGuarino's Swimming Pools Ser…$8MHuman Resources Unlimited, Inc. 401(k) PlanHuman Resources Unlimited, I…$8M
End-of-year total assets ($M) among Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$653K
Employer EIN161146717
Plan Effective Date1990-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Chelus, Herdzik, Speyer & Monte, P.C.)

Sponsor-wide plan assets over time

All Chelus, Herdzik, Speyer & Monte, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 3.4015984403706083% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.34M $7.59M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 19 $8M
2024 1 23 $8M

Nearby 401(k) Plans in New York

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

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan, Total assets ($B): 0.007593072 · Participants: 23Chelus, Herdzik, Speyer & Monte, P.C. 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
Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan side-by-side with 3 peers →

Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Runtime Technologies LLC 401(k) Profit Sharing Plan and Trust in AZ ($8M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan assets move in 2024? ▼
Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan pulled back noticeably - down 7.9% during 2024, from $8M to $8M. Reported net income was -$653K.
How have Chelus, Herdzik, Speyer & Monte, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chelus, Herdzik, Speyer & Monte, P.C.'s sponsor-wide assets grew 3.4%, from $7M to $8M.
Which 401(k) plans are similar in size to Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Runtime Technologies LLC 401(k) Profit Sharing Plan and Trust in AZ ($8M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Chelus, Herdzik, Speyer & Monte, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 161146717.

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.