Defined Benefit (Pension) · DOL Form 5500 · 2022

Planned Results, Inc. Pension Plan

Data updated 2026-08-25

$857K
Total assets Small plan by assets
7
Participants Small participant base
23rd
Percentile by assets National rank
$122,464
Avg per participant Near avg balance/head
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Official DOL plan name: Planned Results, Inc. Employees' Defined Benefit Pension Plan · Sponsored by Planned Results, Inc. · New York · Finance & Insurance

$857K in assets, 7 participants

Planned Results, Inc.'s Planned Results, Inc. Employees' Defined Benefit Pension Plan reported $857K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,413 in Finance & Insurance (9,261 peers)

Planned Results, Inc. multi-year trail

Planned Results, Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Planned Results, Inc. Employees' Defined Benefit Pension Plan at $857K / 7 participants.

#1,413
in Finance & Insurance (9,261 peers)
-72.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planned Results, Inc. Employees' Defined Benefit Pension Plan among the smaller filed plans by assets

Planned Results, Inc. Employees' Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$857,245 23rd percentile higher than 23% of 139,123 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 2022

Planned Results, Inc. Employees' Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Results, Inc. Employees' Defined Benefit Pension Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 161055456 · Planned Results, Inc. PY 2022 · Defined Benefit (Pension)

Planned Results, Inc. Employees' Defined Benefit Pension Plan · $857K · 7 · 23rd

  • ASSETS $857K
  • PCT 7
  • EIN 23rd
  • RANK Defined Benefit (Pension)
  • PHOTO near The C.J. Nolte Company Cash Balance Plan
  • IND ind #1413

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 Finance & Insurance retirement plans → · Plans in New York →

Planned Results, Inc. Employees' Defined Benefit Pension Plan in the asset neighbourhood

Planned Results, Inc. Employees' Defined Benefit Pension PlanPlanned Results, Inc. Employ…$857KThe C.J. Nolte Company Cash Balance PlanThe C.J. Nolte Company Cash …$855KM Squared Resources Defined Benefit Pension PlanM Squared Resources Defined …$863KCook and Sons Construction, LLC Cash Balance PlanCook and Sons Construction, …$865KMorley-Murphy Company Pension PlanMorley-Murphy Company Pensio…$854K
End-of-year total assets ($M) among Planned Results, Inc. Employees' Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Planned Results, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Planned Results, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.040681423431526% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.62M $8.55M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 16 $7M
2023 1 10 $7M
2024 1 10 $9M

Planned Results, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$857K
Net Income-$2M
Employer EIN161055456
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Planned Results, Inc. Employees' Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Planned Results, Inc. Employees' Defined Benefit Pension Plan, Total assets ($B): 0.000857245 · Participants: 7Planned Results, Inc. Employees' Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Planned Results, Inc. Employees' Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Planned Results, Inc. Employees' Defined Benefit Pension Plan side-by-side with 3 peers →

Planned Results, Inc. Employees' Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The C.J. Nolte Company Cash Balance Plan in NJ ($855K); by covered participants it is Chicago Medical Society Pension Plan in IL (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Planned Results, Inc. Employees' Defined Benefit Pension Plan assets move in 2022? ▼
Planned Results, Inc. Employees' Defined Benefit Pension Plan contracted severely - down 72.3% during 2022, from $3M to $857K. Reported net income was -$2M.
How have Planned Results, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planned Results, Inc.'s sponsor-wide assets grew 29.0%, from $7M to $9M.
Where does Planned Results, Inc. Employees' Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Planned Results, Inc. Employees' Defined Benefit Pension Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Planned Results, Inc. Employees' Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The C.J. Nolte Company Cash Balance Plan in NJ ($855K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Planned Results, Inc. Employees' Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161055456.

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.