Defined Benefit (Pension) · DOL Form 5500 · 2022

Amd & Associates, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$354,221
Avg per participant High balance/head
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Official DOL plan name: Amd & Associates, Inc. Cash Balance Plan · Sponsored by Amd & Associates, Inc. · New York · Construction

$2M in assets, 5 participants

Amd & Associates, Inc.'s Amd & Associates, Inc. Cash Balance Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,931 in Construction (9,927 peers)

Amd & Associates, Inc. multi-year trail

Amd & Associates, Inc.'s plans moved -28.6% in assets from 2022 to 2024; this filing shows Amd & Associates, Inc. Cash Balance Plan at $2M / 5 participants.

#2,931
in Construction (9,927 peers)
+6.2%
assets growth YoY

Amd & Associates, Inc. Cash Balance Plan among the smaller filed plans by assets

Amd & Associates, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,771,106 32nd percentile higher than 32% 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

Amd & Associates, 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. Amd & Associates, Inc. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 113428926 · Amd & Associates, Inc. PY 2022 · Defined Benefit (Pension)

Amd & Associates, Inc. Cash Balance Plan · $2M · 5 · 32nd

  • ASSETS $2M
  • ASSETS 5
  • ASSETS 32nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near French Paper LLC Non-Union Retirement Plan
  • ASSETS ind #2931

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 Construction retirement plans → · Plans in New York →

Amd & Associates, Inc. Cash Balance Plan in the asset neighbourhood

Amd & Associates, Inc. Cash Balance PlanAmd & Associates, Inc. Cash …$2MFrench Paper LLC Non-Union Retirement PlanFrench Paper LLC Non-Union R…$2MRichard C. Mariani, Jr., D.D.S., M.S. Defined Benefit PlanRichard C. Mariani, Jr., D.D…$2MThe Eye Clinic, Inc. Cash Balance PlanThe Eye Clinic, Inc. Cash Ba…$2MEmployees' Pension Trust of the Baby FoldEmployees' Pension Trust of …$2M
End-of-year total assets ($M) among Amd & Associates, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Amd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.59489738265398% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.45M $2.46M ▼ -28.7%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $4M
2024 2 11 $2M

Amd & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$104K
Employer EIN113428926
Plan Effective Date2015-01-01
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.

Amd & Associates, 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 ($B) Participants Amd & Associates, Inc. Cash Balance Plan, Total assets ($B): 0.001771106 · Participants: 5Amd & Associates, 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
Amd & Associates, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amd & Associates, Inc. Cash Balance Plan side-by-side with 3 peers →

Amd & Associates, 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 French Paper LLC Non-Union Retirement Plan in MI ($2M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Amd & Associates, Inc. Cash Balance Plan assets move in 2022? ▼
Amd & Associates, Inc. Cash Balance Plan grew at a solid clip - up 6.2% during 2022, from $2M to $2M. Reported net income was $104K.
How have Amd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amd & Associates, Inc.'s sponsor-wide assets declined 28.6%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Amd & Associates, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is French Paper LLC Non-Union Retirement Plan in MI ($2M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amd & Associates, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 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 113428926.

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.