Defined Benefit (Pension) · DOL Form 5500 · 2022

Marketing & Trade Consultants, Corp. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Marketing & Trade Consultants, Corp. Retirement Plan · Sponsored by Marketing & Trade Consultants, Corp. · New York · Professional & Technical Services

$3M in assets, 2 participants

Marketing & Trade Consultants, Corp.'s Marketing & Trade Consultants, Corp. Retirement Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,571 in Professional & Technical Services (21,562 peers)

Marketing & Trade Consultants, Corp. multi-year trail

Marketing & Trade Consultants, Corp.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Marketing & Trade Consultants, Corp. Retirement Plan at $3M / 2 participants.

#8,571
in Professional & Technical Services (21,562 peers)
-22.0%
assets change YoY

The plan reported a net loss of $938K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marketing & Trade Consultants, Corp. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marketing & Trade Consultants, Corp. Retirement Plan vs every filed plan by assets

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

$3,335,010 42nd percentile higher than 42% 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

Marketing & Trade Consultants, Corp. Retirement 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. Marketing & Trade Consultants, Corp. Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 132896322 · Marketing & Trade Consultants, Corp. PY 2022 · Defined Benefit (Pension)

Marketing & Trade Consultants, Corp. Retirement Plan · $3M · 2 · 42nd

  • SCH $3M
  • EBSA 2
  • PART 42nd
  • TYPE Defined Benefit (Pension)
  • NET near Benjamin W. Wong & Associates Defined Benefit Pension Plan
  • BOOK ind #8571

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 Professional & Technical Services retirement plans → · Plans in New York →

Marketing & Trade Consultants, Corp. Retirement Plan in the asset neighbourhood

Marketing & Trade Consultants, Corp. Retirement PlanMarketing & Trade Consultant…$3MIndianapolis Power & Light Company Supplemental Retirement PlanIndianapolis Power & Light C…$3MBenjamin W. Wong & Associates Defined Benefit Pension PlanBenjamin W. Wong & Associate…$3MPension Plan of Centers for Youth and FamiliesPension Plan of Centers for …$3MThomas D. Lei, M.D., Fccp Pension PlanThomas D. Lei, M.D., Fccp Pe…$3M
End-of-year total assets ($M) among Marketing & Trade Consultants, Corp. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Marketing & Trade Consultants, Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Marketing & Trade Consultants, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.208059346148886% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.34M $4.74M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $5M

Marketing & Trade Consultants, Corp. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$938K
Employer EIN132896322
Plan Effective Date1991-01-01
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.

Marketing & Trade Consultants, Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Marketing & Trade Consultants, Corp. Retirement Plan, Total assets ($B): 0.00333501 · Participants: 2Marketing & Trade Consultants, Corp. Retirement 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
Marketing & Trade Consultants, Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Marketing & Trade Consultants, Corp. Retirement Plan side-by-side with 3 peers →

Marketing & Trade Consultants, Corp. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Benjamin W. Wong & Associates Defined Benefit Pension Plan in CA ($3M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Marketing & Trade Consultants, Corp. Retirement Plan assets move in 2022? ▼
Marketing & Trade Consultants, Corp. Retirement Plan declined sharply - down 22.0% during 2022, from $4M to $3M. Reported net income was -$938K.
How have Marketing & Trade Consultants, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marketing & Trade Consultants, Corp.'s sponsor-wide assets grew 42.2%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Marketing & Trade Consultants, Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Benjamin W. Wong & Associates Defined Benefit Pension Plan in CA ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marketing & Trade Consultants, Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $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 132896322.

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.