How big is Matthew T. Caruso, P.C.'s plan?

Matthew T. Caruso, P.C.'s plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250729091611NAL0001198259001

Matthew T. Caruso, P.C.

Name: Matthew T. Caruso, P.C. — Matthew T. Caruso, P.C., Form 5500 (2024)
Creator: Matthew T. Caruso, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matthew T. Caruso, P.C. 401(k) Plan

401(k) retirement plan · Matthew T. Caruso, P.C.'s Matthew T. Caruso, P.C. 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Matthew T. Caruso, P.C.'s EIN is 36-4019036.

EIN 36-4019036

Plan number 001

Plan year 2024

ACK ID 20250729091611NAL0001198259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew T. Caruso, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew T. Caruso, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW T. CARUSO, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MATTHEW T. CARUSO, P.C.

EIN

all filings

Address

411 W. WESLEY STREET · WHEATON, IL · 60187

Phone

(630) 510-1800

Industry

Law Offices· Professional & Technical Services

Plan administrator