Money Purchase · DOL Form 5500 · 2022
Steinhardt Management Co., Inc. Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 9
- Participants
- 27th
- Percentile by assets
- $131,352
- Avg per participant
Official DOL plan name: Steinhardt Management Company, Inc. Money Purchase Plan · Sponsored by Steinhardt Management Co., Inc. · New York · Professional & Technical Services
$1M in assets, 9 participants
Steinhardt Management Co., Inc.'s Steinhardt Management Company, Inc. Money Purchase Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #4,960 in Professional & Technical Services (21,562 peers)
Steinhardt Management Co., Inc. multi-year trail
Steinhardt Management Co., Inc.'s plans moved -31.0% in assets from 2022 to 2024; this filing shows Steinhardt Management Company, Inc. Money Purchase Plan at $1M / 9 participants.
- $1M
- total plan assets (2022 EOY)
- 9
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $131,352
- avg assets per participant
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Steinhardt Management Co., Inc. across 3 plan years on file
Across the 3 plan years Steinhardt Management Co., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $7M, a decline of 31.0%, while reported participants moved from 18 to 14 (-22.2%). Peak year by sponsor assets: 2022 ($11M); trough: 2023 ($6M).
Steinhardt Management Co., Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18 | $11M |
| 2023 | 2 | 14 | $6M |
| 2024 | 2 | 14 | $7M |
Steinhardt Management Co., Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$169K |
| Employer EIN | 132612259 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Steinhardt Management Company, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Steinhardt Management Company, Inc. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Steinhardt Management Company, Inc. Money Purchase Plan's numbers.
- By total assets, Steinhardt Management Company, Inc. Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Steinhardt Management Co., Inc.'s sponsor-wide assets have declined 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans