Defined Benefit (Pension) · DOL Form 5500 · 2022

Barbara E Ostrander, Cpa, P.C. Pension Plan

Data updated 2026-08-25

$342K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$342,345
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barbara E Ostrander, Cpa, PC Cash Balance Plan · Sponsored by Barbara E Ostrander, Cpa, P.C. · New York · Professional & Technical Services

$342K in assets, 1 participants

Barbara E Ostrander, Cpa, P.C.'s Barbara E Ostrander, Cpa, PC Cash Balance Plan reported $342K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,559 in Professional & Technical Services (21,562 peers)

Barbara E Ostrander, Cpa, P.C. multi-year trail

Barbara E Ostrander, Cpa, P.C.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Barbara E Ostrander, Cpa, PC Cash Balance Plan at $342K / 1 participant.

#2,559
in Professional & Technical Services (21,562 peers)
+40.6%
assets growth YoY

Barbara E Ostrander, Cpa, PC Cash Balance Plan among the smaller filed plans by assets

Barbara E Ostrander, Cpa, PC Cash Balance Plan vs every filed plan by assets

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

$342,345 15th percentile higher than 15% 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

Barbara E Ostrander, Cpa, PC 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. Barbara E Ostrander, Cpa, PC Cash Balance Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 421620773 · Barbara E Ostrander, Cpa, P.C. PY 2022 · Defined Benefit (Pension)

Barbara E Ostrander, Cpa, PC Cash Balance Plan · $342K · 1 · 15th

  • 5500 $342K
  • 5500 1
  • 5500 15th
  • 5500 Defined Benefit (Pension)
  • 5500 near Labor Community Strategy Center Defined Benefit Pension Plan
  • 5500 ind #2559

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 →

Barbara E Ostrander, Cpa, PC Cash Balance Plan in the asset neighbourhood

Addiego Orthodontics LLC Cash Balance PlanAddiego Orthodontics LLC Cas…$349KBarbara E Ostrander, Cpa, PC Cash Balance PlanBarbara E Ostrander, Cpa, PC…$342KLabor Community Strategy Center Defined Benefit Pension PlanLabor Community Strategy Cen…$340KAras Productions Inc Defined Benefit Pension PlanAras Productions Inc Defined…$338KLinode LLC Cash Balance Pension PlanLinode LLC Cash Balance Pens…$337K
End-of-year total assets ($M) among Barbara E Ostrander, Cpa, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Barbara E Ostrander, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Barbara E Ostrander, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.427935922259934% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.51M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 2 $941K
2023 2 2 $1M
2024 2 2 $2M

Barbara E Ostrander, Cpa, P.C. filing trail (2022)

Total Assets (Beginning of Year)$243K
Net Assets (End of Year)$342K
Net Income$99K
Employer EIN421620773
Plan Effective Date2020-01-01
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.

Barbara E Ostrander, Cpa, PC 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 ($B) Participants Barbara E Ostrander, Cpa, PC Cash Balance Plan, Total assets ($B): 0.000342345 · Participants: 1Barbara E Ostrander, Cpa, PC 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
Barbara E Ostrander, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Barbara E Ostrander, Cpa, PC Cash Balance Plan side-by-side with 3 peers →

Barbara E Ostrander, Cpa, PC 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 Labor Community Strategy Center Defined Benefit Pension Plan in CA ($340K); 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 Barbara E Ostrander, Cpa, PC Cash Balance Plan assets move in 2022? ▼
Barbara E Ostrander, Cpa, PC Cash Balance Plan surged - up 40.6% during 2022, from $243K to $342K. Reported net income was $99K.
How have Barbara E Ostrander, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara E Ostrander, Cpa, P.C.'s sponsor-wide assets grew 60.4%, from $941K to $2M.
Where does Barbara E Ostrander, Cpa, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Barbara E Ostrander, Cpa, PC Cash Balance Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Barbara E Ostrander, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Labor Community Strategy Center Defined Benefit Pension Plan in CA ($340K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Barbara E Ostrander, Cpa, PC Cash Balance 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 421620773.

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.