Defined Benefit (Pension) · DOL Form 5500 · 2022

Olarte-Foussard & Co., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Olarte-Foussard & Co., Inc. Pension Plan · Sponsored by Olarte-Foussard & Co., Inc. · New York · Retail Trade

$2M in assets, 1 participants

Olarte-Foussard & Co., Inc.'s Olarte-Foussard & Co., Inc. Pension Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,878 in Retail Trade (9,519 peers)

Olarte-Foussard & Co., Inc. multi-year trail

Olarte-Foussard & Co., Inc.'s plans moved +14.5% in assets from 2022 to 2023; this filing shows Olarte-Foussard & Co., Inc. Pension Plan at $2M / 1 participant.

#3,878
in Retail Trade (9,519 peers)
-13.9%
assets change YoY

The plan reported a net loss of $268K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Olarte-Foussard & Co., Inc. Pension Plan among the smaller filed plans by assets

Olarte-Foussard & Co., Inc. Pension Plan vs every filed plan by assets

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

$1,662,948 31st percentile higher than 31% 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

Olarte-Foussard & Co., Inc. Pension 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. Olarte-Foussard & Co., Inc. Pension Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 113929240 · Olarte-Foussard & Co., Inc. PY 2022 · Defined Benefit (Pension)

Olarte-Foussard & Co., Inc. Pension Plan · $2M · 1 · 31st

  • VS-ST $2M
  • BOY 1
  • SCH 31st
  • EBSA Defined Benefit (Pension)
  • PART near Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan
  • TYPE ind #3878

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 Retail Trade retirement plans → · Plans in New York →

Olarte-Foussard & Co., Inc. Pension Plan in the asset neighbourhood

Rainbow Kids Dental, Inc. Cash Balance Pension PlanRainbow Kids Dental, Inc. Ca…$2MOlarte-Foussard & Co., Inc. Pension PlanOlarte-Foussard & Co., Inc. …$2MRichard a. Zoumalan, M.D., Inc. Defined Benefit PlanRichard a. Zoumalan, M.D., I…$2MPension Plan for Employees of Sioux City Newspapers, Inc.Pension Plan for Employees o…$2MChicago Medical Society Pension PlanChicago Medical Society Pens…$2M
End-of-year total assets ($M) among Olarte-Foussard & Co., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Olarte-Foussard & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Olarte-Foussard & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.528836740535484% vs 2022
2023 filing year
$1.6M$1.7M$1.8M$1.9M$2M 20222023 $1.66M $1.9M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M

Olarte-Foussard & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$268K
Employer EIN113929240
Plan Effective Date2009-01-01
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.

Olarte-Foussard & Co., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Olarte-Foussard & Co., Inc. Pension Plan, Total assets ($B): 0.001662948 · Participants: 1Olarte-Foussard & Co., Inc. Pension 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
Olarte-Foussard & Co., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Olarte-Foussard & Co., Inc. Pension Plan side-by-side with 3 peers →

Olarte-Foussard & Co., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan in CA ($2M); by covered participants it is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant). 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 Olarte-Foussard & Co., Inc. Pension Plan assets move in 2022? ▼
Olarte-Foussard & Co., Inc. Pension Plan pulled back noticeably - down 13.9% during 2022, from $2M to $2M. Reported net income was -$268K.
How have Olarte-Foussard & Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Olarte-Foussard & Co., Inc.'s sponsor-wide assets grew 14.5%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Olarte-Foussard & Co., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Richard a. Zoumalan, M.D., Inc. Defined Benefit Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Olarte-Foussard & Co., Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bruce Baker Enterprises Inc Defined Benefit Pension Plan in CA (1 participant, $3M 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 113929240.

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.