Defined Benefit (Pension) · DOL Form 5500 · 2022

Twin Securities, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$889,049
Avg per participant High balance/head
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Official DOL plan name: Twin Securities, Inc. Cash Balance Plan · Sponsored by Twin Securities, Inc. · New York · Finance & Insurance

$4M in assets, 4 participants

Twin Securities, Inc.'s Twin Securities, Inc. Cash Balance Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,750 in Finance & Insurance (9,261 peers)

Twin Securities, Inc. multi-year trail

Twin Securities, Inc.'s plans moved -31.4% in assets from 2022 to 2024; this filing shows Twin Securities, Inc. Cash Balance Plan at $4M / 4 participants.

#2,750
in Finance & Insurance (9,261 peers)
+20.8%
assets growth YoY

Twin Securities, Inc. Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Twin Securities, Inc. Cash Balance Plan vs every filed plan by assets

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

$3,556,195 44th percentile higher than 44% 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

Twin Securities, Inc. Cash Balance 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. Twin Securities, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 133808839 · Twin Securities, Inc. PY 2022 · Defined Benefit (Pension)

Twin Securities, Inc. Cash Balance Plan · $4M · 4 · 44th

  • VS-ST $4M
  • VS-ST 4
  • VS-ST 44th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Fox Jess, Inc. Defined Benefit Pension Plan
  • VS-ST ind #2750

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 →

Twin Securities, Inc. Cash Balance Plan in the asset neighbourhood

Twin Securities, Inc. Cash Balance PlanTwin Securities, Inc. Cash B…$4MFox Jess, Inc. Defined Benefit Pension PlanFox Jess, Inc. Defined Benef…$4MNewport Coast Plastic Surgery, Amc Defined Benefit Pension PlanNewport Coast Plastic Surger…$4MG.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4MCement Masons Local 783 Pension TrustCement Masons Local 783 Pens…$4M
End-of-year total assets ($M) among Twin Securities, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Twin Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Twin Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.390919036682075% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.77M $4.65M ▼ -31.3%
Year Plans Participants Total Assets
2022 2 9 $7M
2023 2 9 $5M
2024 2 9 $5M

Twin Securities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$612K
Employer EIN133808839
Plan Effective Date2010-01-01
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.

Twin Securities, 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 ($B) Participants Twin Securities, Inc. Cash Balance Plan, Total assets ($B): 0.003556195 · Participants: 4Twin Securities, 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
Twin Securities, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Twin Securities, Inc. Cash Balance Plan side-by-side with 3 peers →

Twin Securities, 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 Fox Jess, Inc. Defined Benefit Pension Plan in NJ ($4M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Twin Securities, Inc. Cash Balance Plan assets move in 2022? ▼
Twin Securities, Inc. Cash Balance Plan grew sharply - up 20.8% during 2022, from $3M to $4M. Reported net income was $612K.
How have Twin Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Securities, Inc.'s sponsor-wide assets declined 31.4%, from $7M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Twin Securities, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fox Jess, Inc. Defined Benefit Pension Plan in NJ ($4M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Twin Securities, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A 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 133808839.

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.