Money Purchase · DOL Form 5500 · 2022
Herman D Schubert, Md Money Purchase Plan
Data updated 2026-08-25
- $706K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 22nd
- Percentile by assets National rank
Official DOL plan name: Hermann D Schubert Md · Sponsored by Herman D Schubert, Md · New York · Healthcare & Social Assistance
$706K in assets, N/A participants
Herman D Schubert, Md's Hermann D Schubert Md reported $706K in total assets and N/A participants in its 2022 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.
- #3,601 in Healthcare & Social Assistance (20,060 peers)
Herman D Schubert, Md multi-year trail
Herman D Schubert, Md's plans moved -37.0% in assets from 2022 to 2023; this filing shows Hermann D Schubert Md at $706K / N/A participants.
- #3,601
- in Healthcare & Social Assistance (20,060 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hermann D Schubert Md among the smaller filed plans by assets
Hermann D Schubert Md vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$706,295 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 621748019 · Herman D Schubert, Md PY 2022 · Money Purchase
Hermann D Schubert Md · $706K · N/A · 22nd
- IND $706K
- EOY N/A
- 5500 22nd
- ASSETS Money Purchase
- PCT near Pandolfi Properties Inc Pension Plan
- EIN ind #3601
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Hermann D Schubert Md in the asset neighbourhood
Herman D Schubert, Md multi-year asset trail
Sponsor-wide plan assets over time
All Herman D Schubert, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $445K 36.98794413099342% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $706K |
| 2023 | 1 | N/A | $445K |
Herman D Schubert, Md filing trail (2022)
| Total Assets (Beginning of Year) | $712K |
|---|---|
| Net Assets (End of Year) | $706K |
| Net Income | -$6K |
| Employer EIN | 621748019 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Hermann D Schubert Md's closest out-of-state Money Purchase peers by assets
Outside New York, the nearest Money Purchase by end-of-year assets is Pandolfi Properties Inc Pension Plan in CT at $705K (this filing: $706K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($706K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.