Defined Benefit (Pension) · DOL Form 5500 · 2022

Ungerlaw PC Pension Plan

Data updated 2026-08-25

$845K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$105,611
Avg per participant Below avg balance/head
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Official DOL plan name: Ungerlaw PC Defined Benefit Pension Plan · Sponsored by Ungerlaw PC · New York · Professional & Technical Services

$845K in assets, 8 participants

Ungerlaw PC's Ungerlaw PC Defined Benefit Pension Plan reported $845K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,196 in Professional & Technical Services (21,562 peers)

Ungerlaw PC multi-year trail

Ungerlaw PC's plans moved +39.1% in assets from 2022 to 2024; this filing shows Ungerlaw PC Defined Benefit Pension Plan at $845K / 8 participants.

#4,196
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY

The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ungerlaw PC Defined Benefit Pension Plan among the smaller filed plans by assets

Ungerlaw PC Defined Benefit Pension Plan vs every filed plan by assets

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

$844,888 23rd percentile higher than 23% 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

Ungerlaw PC Defined Benefit 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. Ungerlaw PC Defined Benefit Pension Plan is a micro filing (8 participants), the leftmost band.

DOL schedule card

Filing strip 202603849 · Ungerlaw PC PY 2022 · Defined Benefit (Pension)

Ungerlaw PC Defined Benefit Pension Plan · $845K · 8 · 23rd

  • EIN $845K
  • EIN 8
  • EIN 23rd
  • EIN Defined Benefit (Pension)
  • EIN near Shariden Design Asphalt, Inc. Defined Benefit Pension Plan
  • EIN ind #4196

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 →

Ungerlaw PC Defined Benefit Pension Plan in the asset neighbourhood

The C.J. Nolte Company Cash Balance PlanThe C.J. Nolte Company Cash …$855KShariden Design Asphalt, Inc. Defined Benefit Pension PlanShariden Design Asphalt, Inc…$848KMorley-Murphy Company Pension PlanMorley-Murphy Company Pensio…$854KUngerlaw PC Defined Benefit Pension PlanUngerlaw PC Defined Benefit …$845KAlfred H. Chan M.D., P.C. Defined Benefit Pension Plan & TrustAlfred H. Chan M.D., P.C. De…$834K
End-of-year total assets ($M) among Ungerlaw PC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ungerlaw PC multi-year asset trail

Sponsor-wide plan assets over time

All Ungerlaw PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.14988043998087% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.57M $2.18M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 18 $2M
2023 2 15 $2M
2024 2 14 $2M

Ungerlaw PC filing trail (2022)

Total Assets (Beginning of Year)$947K
Net Assets (End of Year)$844K
Net Income-$103K
Employer EIN202603849
Plan Effective Date2015-01-01
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.

Ungerlaw PC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Ungerlaw PC Defined Benefit Pension Plan, Total assets ($B): 0.000844888 · Participants: 8Ungerlaw PC Defined Benefit 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
Ungerlaw PC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ungerlaw PC Defined Benefit Pension Plan side-by-side with 3 peers →

Ungerlaw PC Defined Benefit 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 Shariden Design Asphalt, Inc. Defined Benefit Pension Plan in CA ($848K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Ungerlaw PC Defined Benefit Pension Plan assets move in 2022? ▼
Ungerlaw PC Defined Benefit Pension Plan pulled back noticeably - down 10.8% during 2022, from $947K to $845K. Reported net income was -$103K.
How have Ungerlaw PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ungerlaw PC's sponsor-wide assets grew 39.1%, from $2M to $2M.
Where does Ungerlaw PC Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Ungerlaw PC Defined Benefit Pension Plan ranks in the 23rd 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 Ungerlaw PC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shariden Design Asphalt, Inc. Defined Benefit Pension Plan in CA ($848K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ungerlaw PC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K 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 202603849.

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.