Defined Benefit (Pension) · DOL Form 5500 · 2022
J. Frank Associates, LLC Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $130,785
- Avg per participant Near avg balance/head
Official DOL plan name: Joele Frank, Wilkinson Brimmer Katcher Vip Plan · Sponsored by J. Frank Associates, LLC · New York · Finance & Insurance
$21M in assets, 159 participants
J. Frank Associates, LLC's Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported $21M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #5,990 in Finance & Insurance (9,261 peers)
Coverage in New York
Joele Frank, Wilkinson Brimmer Katcher Vip Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $21M.
- #5,990
- in Finance & Insurance (9,261 peers)
- +0.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Joele Frank, Wilkinson Brimmer Katcher Vip Plan's outsized position by total assets
Joele Frank, Wilkinson Brimmer Katcher Vip Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,794,757 Top 22% higher than 78% 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
Joele Frank, Wilkinson Brimmer Katcher Vip Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joele Frank, Wilkinson Brimmer Katcher Vip Plan sits mid-pack in the medium band (159 participants).
Published 5500 schedule card
Filing strip 134072229 · J. Frank Associates, LLC PY 2022 · Defined Benefit (Pension)
Joele Frank, Wilkinson Brimmer Katcher Vip Plan · $21M · 159 · 78th
- ASSETS $21M
- ASSETS 159
- ASSETS 78th
- ASSETS Defined Benefit (Pension)
- ASSETS near Groton School Defined Benefit Plan
- ASSETS ind #5990
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 →
Joele Frank, Wilkinson Brimmer Katcher Vip Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $24K |
| Employer EIN | 134072229 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Frank Associates, LLC)
Sponsor-wide plan assets over time
All J. Frank Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 42.69486238324295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 317 | $82M |
| 2023 | 1 | 187 | $25M |
| 2024 | 2 | 403 | $116M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Joele Frank, Wilkinson Brimmer Katcher Vip Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Groton School Defined Benefit Plan in MA ($21M); by covered participants it is Bss Retirement Plan in WA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Bss Retirement Plan (WA) 159 · 0 off
- Gulf Winds Credit Union Defined Benefit Plan and Trust (FL) 159 · 0 off
- Burr & Forman LLP Cash Balance Plan (AL) 159 · 0 off
- Shure Incorporated Employees' Retirement Plan (IL) 159 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.