Money Purchase · DOL Form 5500 · 2022

Georgetown Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$819K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Georgetown Group, Inc. Money Purchase Plan · Sponsored by Georgetown Group, Inc. · New York · Real Estate

$819K in assets, N/A participants

Georgetown Group, Inc.'s The Georgetown Group, Inc. Money Purchase Plan reported $819K in total assets and N/A 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.

  • #1,959 in Real Estate (5,057 peers)

Georgetown Group, Inc. multi-year trail

Georgetown Group, Inc.'s plans moved -27.8% in assets from 2022 to 2024; this filing shows The Georgetown Group, Inc. Money Purchase Plan at $819K / N/A participants.

#1,959
in Real Estate (5,057 peers)
-1.9%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Georgetown Group, Inc. Money Purchase Plan among the smaller filed plans by assets

The Georgetown Group, Inc. Money Purchase Plan vs every filed plan by assets

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

$819,296 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 132961281 · Georgetown Group, Inc. PY 2022 · Money Purchase

The Georgetown Group, Inc. Money Purchase Plan · $819K · N/A · 23rd

  • NET $819K
  • NET N/A
  • NET 23rd
  • NET Money Purchase
  • NET near Augmentative Communication Consultants Inc Money Purchase Plan
  • NET ind #1959

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 Real Estate retirement plans → · Plans in New York →

The Georgetown Group, Inc. Money Purchase Plan in the asset neighbourhood

Hallmark Title, Inc. Money Purchase Pension PlanHallmark Title, Inc. Money P…$826KThe Georgetown Group, Inc. Money Purchase PlanThe Georgetown Group, Inc. M…$819KAugmentative Communication Consultants Inc Money Purchase PlanAugmentative Communication C…$818KEvergreen Farms, Inc Profit Sharing PlanEvergreen Farms, Inc Profit …$816KEdwin Soto Gonzalez Profit Sharing PlanEdwin Soto Gonzalez Profit S…$824K
End-of-year total assets ($M) among The Georgetown Group, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Georgetown Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Georgetown Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$591K 27.842440339022772% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.82M $0.59M ▼ -28.0%
Year Plans Participants Total Assets
2022 1 N/A $819K
2023 1 N/A $759K
2024 1 N/A $591K

Georgetown Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$835K
Net Assets (End of Year)$819K
Net Income-$16K
Employer EIN132961281
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Georgetown Group, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants The Georgetown Group, Inc. Money Purchase Plan, Total assets ($B): 0.000819296 · Participants: 0The Georgetown Group, Inc. Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
The Georgetown Group, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants

The Georgetown Group, Inc. Money Purchase Plan's closest out-of-state Money Purchase peers by assets

Outside New York, the nearest Money Purchase by end-of-year assets is Augmentative Communication Consultants Inc Money Purchase Plan in PA at $818K (this filing: $819K).

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 The Georgetown Group, Inc. Money Purchase Plan assets move in 2022? ▼
The Georgetown Group, Inc. Money Purchase Plan edged down modestly - down 1.9% during 2022, from $835K to $819K. Reported net income was -$16K.
How have Georgetown Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgetown Group, Inc.'s sponsor-wide assets declined 27.8%, from $819K to $591K.
Where does The Georgetown Group, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
The Georgetown Group, Inc. Money Purchase 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 Money Purchase plans are similar in size to The Georgetown Group, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Augmentative Communication Consultants Inc Money Purchase Plan in PA ($818K, 1 participant).