Money Purchase · DOL Form 5500 · 2022

Bond, McDonald's and Lehman, P.C. Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
48th
Percentile by assets National rank
$726,616
Avg per participant High balance/head
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Official DOL plan name: Bond, McDonald's & Lehman, P.C. Pension Plan · Sponsored by Bond, McDonald's and Lehman, P.C. · New York · Information & Media

$4M in assets, 6 participants

Bond, McDonald's and Lehman, P.C.'s Bond, McDonald's & Lehman, P.C. Pension Plan reported $4M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #930 in Information & Media (2,911 peers)

2022 asset change

Bond, McDonald's & Lehman, P.C. Pension Plan pulled back noticeably 8.3% in 2022 ($5M → $4M) for 6 participants.

#930
in Information & Media (2,911 peers)
-8.3%
assets change YoY

The plan reported a net loss of $393K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bond, McDonald's & Lehman, P.C. Pension Plan's mid-pack asset rank among Information & Media and all filers

Bond, McDonald's & Lehman, P.C. Pension Plan vs every filed plan by assets

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

$4,359,695 48th percentile higher than 48% 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

Bond, McDonald's & Lehman, P.C. 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. Bond, McDonald's & Lehman, P.C. Pension Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 161365111 · Bond, McDonald's and Lehman, P.C. PY 2022 · Money Purchase

Bond, McDonald's & Lehman, P.C. Pension Plan · $4M · 6 · 48th

  • PCT $4M
  • EIN 6
  • RANK 48th
  • PHOTO Money Purchase
  • IND near Applied Value LLC Pension Plan
  • EOY ind #930

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 Information & Media retirement plans → · Plans in New York →

Bond, McDonald's & Lehman, P.C. Pension Plan in the asset neighbourhood

Marcheschi, Plankis & Pogore Employee 401(k) PlanMarcheschi, Plankis & Pogore…$4MMark B. Kislinger, M.D., Inc. Money Purchase Pension PlanMark B. Kislinger, M.D., Inc…$4MApplied Value LLC Pension PlanApplied Value LLC Pension Pl…$4MBond, McDonald's & Lehman, P.C. Pension PlanBond, McDonald's & Lehman, P…$4MCraig Enterprises. Inc. Amended Restated Pension Plan and TrustCraig Enterprises. Inc. Amen…$4M
End-of-year total assets ($M) among Bond, McDonald's & Lehman, P.C. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Bond, McDonald's and Lehman, P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Bond, McDonald's and Lehman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.36M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $1M
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$393K
Employer EIN161365111
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Bond, McDonald's & Lehman, P.C. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Bond, McDonald's & Lehman, P.C. Pension Plan, Total assets ($B): 0.004359695 · Participants: 6Bond, McDonald's & Lehman, P.C. Pension 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
Bond, McDonald's & Lehman, P.C. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Bond, McDonald's & Lehman, P.C. Pension Plan side-by-side with 3 peers →

Bond, McDonald's & Lehman, P.C. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Applied Value LLC Pension Plan in MA ($4M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bond, McDonald's & Lehman, P.C. Pension Plan assets move in 2022? ▼
Bond, McDonald's & Lehman, P.C. Pension Plan pulled back noticeably - down 8.3% during 2022, from $5M to $4M. Reported net income was -$393K.
Which Money Purchase plans are similar in size to Bond, McDonald's & Lehman, P.C. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Applied Value LLC Pension Plan in MA ($4M, 47 participants).
Which Money Purchase plans cover a similar participant headcount to Bond, McDonald's & Lehman, P.C. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants, N/A 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 161365111.

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.