Money Purchase · DOL Form 5500 · 2022
Steven Novick Money Purchase Plan
Data updated 2026-08-25
- $325K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $54,163
- Avg per participant Low balance/head
Official DOL plan name: Steven Novick - Money Purchase Pension Plan · Sponsored by Steven Novick · New York · Healthcare & Social Assistance
$325K in assets, 6 participants
Steven Novick's Steven Novick - Money Purchase Pension Plan reported $325K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.
- #2,100 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Steven Novick - Money Purchase Pension Plan declined sharply 28.7% in 2022 ($456K → $325K) for 6 participants.
- #2,100
- in Healthcare & Social Assistance (20,060 peers)
- -28.7%
- assets change YoY
The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steven Novick - Money Purchase Pension Plan among the smaller filed plans by assets
Steven Novick - Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$324,975 14th percentile higher than 14% 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
Steven Novick - Money Purchase 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. Steven Novick - Money Purchase Pension Plan is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 113286294 · Steven Novick PY 2022 · Money Purchase
Steven Novick - Money Purchase Pension Plan · $325K · 6 · 14th
- PART $325K
- TYPE 6
- NET 14th
- BOOK Money Purchase
- VS-ST near David O. Rivera Rivera, Dds Retirement Plan
- BOY ind #2100
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 →
Steven Novick - Money Purchase Pension Plan in the asset neighbourhood
Steven Novick years around the 2022 move
Sponsor-wide plan assets over time
All Steven Novick plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7 | $534K |
| 2023 | 2 | 5 | $663K |
| 2024 | 2 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $456K |
|---|---|
| Net Assets (End of Year) | $325K |
| Net Income | -$131K |
| Employer EIN | 113286294 |
| Plan Effective Date | 2009-01-01 |
| 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
Steven Novick - Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is David O. Rivera Rivera, Dds Retirement Plan in PR ($325K); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($325K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.