Money Purchase · DOL Form 5500 · 2022

Izak Herschitz Md PC Money Purchase Plan

Data updated 2026-08-25

$181K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$90,482
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Izak Herschitz Md PC Employees Money Purchase Plan · Sponsored by Izak Herschitz Md PC · New York · Healthcare & Social Assistance

$181K in assets, 2 participants

Izak Herschitz Md PC's Izak Herschitz Md PC Employees Money Purchase Plan reported $181K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,345 in Healthcare & Social Assistance (20,060 peers)

Izak Herschitz Md PC multi-year trail

Izak Herschitz Md PC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Izak Herschitz Md PC Employees Money Purchase Plan at $181K / 2 participants.

#1,345
in Healthcare & Social Assistance (20,060 peers)
-43.1%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Izak Herschitz Md PC Employees Money Purchase Plan among the smaller filed plans by assets

Izak Herschitz Md PC Employees Money Purchase Plan vs every filed plan by assets

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

$180,963 10th percentile higher than 10% 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

Izak Herschitz Md PC Employees Money Purchase 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. Izak Herschitz Md PC Employees Money Purchase Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 112583340 · Izak Herschitz Md PC PY 2022 · Money Purchase

Izak Herschitz Md PC Employees Money Purchase Plan · $181K · 2 · 10th

  • BOY $181K
  • BOY 2
  • BOY 10th
  • BOY Money Purchase
  • BOY near Juan M. Garcia Merced Retirement Plan
  • BOY ind #1345

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 →

Izak Herschitz Md PC Employees Money Purchase Plan in the asset neighbourhood

Izak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$181KJuan M. Garcia Merced Retirement PlanJuan M. Garcia Merced Retire…$181KRobert Duane Ralston Pension PlanRobert Duane Ralston Pension…$180KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$179KLeland Cox, M.D., Inc. Money Purchase Pension PlanLeland Cox, M.D., Inc. Money…$179K
End-of-year total assets ($M) among Izak Herschitz Md PC Employees Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Izak Herschitz Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Izak Herschitz Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.507570115375% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.78M $1.07M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 4 $776K
2023 2 4 $833K
2024 2 4 $1M

Izak Herschitz Md PC filing trail (2022)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)$181K
Net Income-$137K
Employer EIN112583340
Plan Effective Date1981-09-21
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Izak Herschitz Md PC Employees Money Purchase Plan, Total assets ($B): 0.000180963 · Participants: 2Izak Herschitz Md PC Employees Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Izak Herschitz Md PC Employees Money Purchase Plan side-by-side with 3 peers →

Izak Herschitz Md PC Employees Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Juan M. Garcia Merced Retirement Plan in PR ($181K); by covered participants it is Dr Robert J Lynch Md Keogh in WV (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Izak Herschitz Md PC Employees Money Purchase Plan assets move in 2022? ▼
Izak Herschitz Md PC Employees Money Purchase Plan contracted severely - down 43.1% during 2022, from $318K to $181K. Reported net income was -$137K.
How have Izak Herschitz Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Izak Herschitz Md PC's sponsor-wide assets grew 37.5%, from $776K to $1M.
Where does Izak Herschitz Md PC Employees Money Purchase Plan rank by assets among Form 5500 filers? ▼
Izak Herschitz Md PC Employees Money Purchase Plan ranks in the 10th 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 Money Purchase plans are similar in size to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Juan M. Garcia Merced Retirement Plan in PR ($181K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Dr Robert J Lynch Md Keogh in WV (2 participants, $6M 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 112583340.

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.