Defined Benefit (Pension) · DOL Form 5500 · 2022
Jayson Lutzky, P.C. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $343,602
- Avg per participant High balance/head
Official DOL plan name: Jayson Lutzky, P.C. Pension Trust · Sponsored by Jayson Lutzky, P.C. · New York · Professional & Technical Services
$1M in assets, 3 participants
Jayson Lutzky, P.C.'s Jayson Lutzky, P.C. Pension Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,634 in Professional & Technical Services (21,562 peers)
2022 asset change
Jayson Lutzky, P.C. Pension Trust contracted severely 47.1% in 2022 ($2M → $1M) for 3 participants.
- #4,634
- in Professional & Technical Services (21,562 peers)
- -47.1%
- assets change YoY
The plan reported a net loss of $919K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jayson Lutzky, P.C. Pension Trust among the smaller filed plans by assets
Jayson Lutzky, P.C. Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,030,806 25th percentile higher than 25% 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
Jayson Lutzky, P.C. Pension Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jayson Lutzky, P.C. Pension Trust is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 133269990 · Jayson Lutzky, P.C. PY 2022 · Defined Benefit (Pension)
Jayson Lutzky, P.C. Pension Trust · $1M · 3 · 25th
- SCH $1M
- SCH 3
- SCH 25th
- SCH Defined Benefit (Pension)
- SCH near Worldwide Contractors Management Cash Balance Plan
- SCH ind #4634
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 →
Jayson Lutzky, P.C. Pension Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$919K |
| Employer EIN | 133269990 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
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
Jayson Lutzky, P.C. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Worldwide Contractors Management Cash Balance Plan in TX ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.