Defined Benefit (Pension) · DOL Form 5500 · 2022
Alan Tajerstein Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $211,540
- Avg per participant Above avg balance/head
Official DOL plan name: Alan Tajerstein Pension Plan · Sponsored by Alan Tajerstein · New York · Healthcare & Social Assistance
$1M in assets, 5 participants
Alan Tajerstein's Alan Tajerstein Pension Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #4,599 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Alan Tajerstein Pension Plan grew sharply 15.7% in 2022 ($914K → $1M) for 5 participants.
- #4,599
- in Healthcare & Social Assistance (20,060 peers)
- +15.7%
- assets growth YoY
Alan Tajerstein Pension Plan among the smaller filed plans by assets
Alan Tajerstein Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,057,699 26th percentile higher than 26% 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
Alan Tajerstein 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. Alan Tajerstein Pension Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 113412469 · Alan Tajerstein PY 2022 · Defined Benefit (Pension)
Alan Tajerstein Pension Plan · $1M · 5 · 26th
- BOOK $1M
- BOOK 5
- BOOK 26th
- BOOK Defined Benefit (Pension)
- BOOK near Mti Inspection Services Defined Benefit Pension Plan and Trust
- BOOK ind #4599
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Alan Tajerstein Pension Plan in the asset neighbourhood
Alan Tajerstein years around the 2022 move
Sponsor-wide plan assets over time
All Alan Tajerstein plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $914K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $144K |
| Employer EIN | 113412469 |
| Plan Effective Date | 2015-01-01 |
| 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
Alan Tajerstein 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 Mti Inspection Services Defined Benefit Pension Plan and Trust in CO ($1M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 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 (5 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.