Money Purchase · DOL Form 5500 · 2022
Joel B. Rudin Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 40th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Joel B. Rudin Mp/Ps Plan · Sponsored by Joel B. Rudin · New York · Professional & Technical Services
$3M in assets, 2 participants
Joel B. Rudin's Joel B. Rudin Mp/Ps Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 139,126 plans)
- #8,097 in Professional & Technical Services (21,562 peers)
Joel B. Rudin multi-year trail
Joel B. Rudin's plans moved +26.2% in assets from 2022 to 2024; this filing shows Joel B. Rudin Mp/Ps Plan at $3M / 2 participants.
- $3M
- total plan assets (2022 EOY)
- 2
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
The plan reported a net loss of $320K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Joel B. Rudin Mp/Ps Plan sits by total assets
Joel B. Rudin Mp/Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,972,033 40th percentile higher than 40% 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
Joel B. Rudin across 3 plan years on file
Across the 3 plan years Joel B. Rudin has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 26.2%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Joel B. Rudin multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $4M |
Joel B. Rudin filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$320K |
| Employer EIN | 133710130 |
| Plan Effective Date | 1992-12-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joel B. Rudin Mp/Ps Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joel B. Rudin Mp/Ps Plan by total assets, not by location.
Frequently Asked Questions
How did Joel B. Rudin Mp/Ps Plan assets move in 2022? ▼
How have Joel B. Rudin plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Joel B. Rudin Mp/Ps Plan? ▼
Next read for Joel B. Rudin Mp/Ps Plan
Multi-year trail
Ways to act on Joel B. Rudin Mp/Ps Plan's numbers.
- By total assets, Joel B. Rudin Mp/Ps Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Joel B. Rudin's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans