Defined Benefit (Pension) · DOL Form 5500 · 2022

Simon Agency Ny, Inc. Pension Plan

Data updated 2026-08-25

$634K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$45,268
Avg per participant Low balance/head
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Official DOL plan name: Simon Agency Ny, Inc. Cash Balance Plan · Sponsored by Simon Agency Ny, Inc. · New York · Finance & Insurance

$634K in assets, 14 participants

Simon Agency Ny, Inc.'s Simon Agency Ny, Inc. Cash Balance Plan reported $634K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,209 in Finance & Insurance (9,261 peers)

Simon Agency Ny, Inc. multi-year trail

Simon Agency Ny, Inc.'s plans moved +94.8% in assets from 2022 to 2023; this filing shows Simon Agency Ny, Inc. Cash Balance Plan at $634K / 14 participants.

#1,209
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simon Agency Ny, Inc. Cash Balance Plan among the smaller filed plans by assets

Simon Agency Ny, Inc. Cash Balance Plan vs every filed plan by assets

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

$633,749 20th percentile higher than 20% 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

Simon Agency Ny, Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simon Agency Ny, Inc. Cash Balance Plan is a small filing (14 participants) on this national headcount ladder.

DOL schedule card

Filing strip 112535445 · Simon Agency Ny, Inc. PY 2022 · Defined Benefit (Pension)

Simon Agency Ny, Inc. Cash Balance Plan · $634K · 14 · 20th

  • EIN $634K
  • RANK 14
  • PHOTO 20th
  • IND Defined Benefit (Pension)
  • EOY near Companion Care of Southwest La, LLC Cash Balance Plan
  • 5500 ind #1209

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 →

Simon Agency Ny, Inc. Cash Balance Plan in the asset neighbourhood

Franz Harary Production, Inc. Pension PlanFranz Harary Production, Inc…$637KGreenlee Retirement Plan for Employees in a Collective Bargaining UnitGreenlee Retirement Plan for…$637KSheppard Pratt Health System Pension PlanSheppard Pratt Health System…$638KSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$634KCompanion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$633K
End-of-year total assets ($M) among Simon Agency Ny, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Simon Agency Ny, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simon Agency Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 94.82949874477119% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 20222023 $0.63M $1.23M ▲ +95.2%
Year Plans Participants Total Assets
2022 1 14 $634K
2023 1 14 $1M

Simon Agency Ny, Inc. filing trail (2022)

Total Assets (Beginning of Year)$796K
Net Assets (End of Year)$634K
Net Income-$162K
Employer EIN112535445
Plan Effective Date2016-01-01
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.

Simon Agency Ny, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Simon Agency Ny, Inc. Cash Balance Plan, Total assets ($B): 0.000633749 · Participants: 14Simon Agency Ny, Inc. Cash Balance 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
Simon Agency Ny, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Simon Agency Ny, Inc. Cash Balance Plan side-by-side with 3 peers →

Simon Agency Ny, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($633K); by covered participants it is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants). Same-state nearby plans are listed separately above.

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 Simon Agency Ny, Inc. Cash Balance Plan assets move in 2022? ▼
Simon Agency Ny, Inc. Cash Balance Plan declined sharply - down 20.3% during 2022, from $796K to $634K. Reported net income was -$162K.
How have Simon Agency Ny, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Simon Agency Ny, Inc.'s sponsor-wide assets grew 94.8%, from $634K to $1M.
Where does Simon Agency Ny, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Simon Agency Ny, Inc. Cash Balance Plan ranks in the 20th 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 Simon Agency Ny, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Companion Care of Southwest La, LLC Cash Balance Plan in LA ($633K, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Simon Agency Ny, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants, $1M 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 112535445.

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.