Money Purchase · DOL Form 5500 · 2022

Steinhardt Management Co., Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$131,352
Avg per participant Near avg balance/head
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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.

  • #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.

#4,960
in Professional & Technical Services (21,562 peers)
-12.5%
assets change YoY

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 Company, Inc. Money Purchase Plan among the smaller filed plans by assets

Steinhardt Management Company, Inc. Money Purchase Plan vs every filed plan by assets

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

$1,182,166 27th percentile higher than 27% 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

Steinhardt Management Company, Inc. Money Purchase 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. Steinhardt Management Company, Inc. Money Purchase Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 132612259 · Steinhardt Management Co., Inc. PY 2022 · Money Purchase

Steinhardt Management Company, Inc. Money Purchase Plan · $1M · 9 · 27th

  • EIN $1M
  • RANK 9
  • PHOTO 27th
  • IND Money Purchase
  • EOY near Otness Management Co. Money Purchase Plan
  • 5500 ind #4960

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 →

Steinhardt Management Company, Inc. Money Purchase Plan in the asset neighbourhood

Otness Management Co. Money Purchase PlanOtness Management Co. Money …$1MAccratronics Seals Corp. Money Purchase Pension PlanAccratronics Seals Corp. Mon…$1MSteinhardt Management Company, Inc. Money Purchase PlanSteinhardt Management Compan…$1MJeral Wayman Hastings$1MRobert E Jones, Md, Inc Employees Profit Sharing PlanRobert E Jones, Md, Inc Empl…$1M
End-of-year total assets ($M) among Steinhardt Management Company, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Steinhardt Management Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steinhardt Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.01339981191702% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.7M $7.37M ▼ -31.0%
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 EIN132612259
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Steinhardt Management Company, 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 ($B) Participants Steinhardt Management Company, Inc. Money Purchase Plan, Total assets ($B): 0.001182166 · Participants: 9Steinhardt Management Company, 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
Steinhardt Management Company, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Steinhardt Management Company, Inc. Money Purchase Plan side-by-side with 3 peers →

Steinhardt Management Company, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Otness Management Co. Money Purchase Plan in MN ($1M); by covered participants it is Northeast Financial Consultants Inc in CT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Steinhardt Management Company, Inc. Money Purchase Plan assets move in 2022? ▼
Steinhardt Management Company, Inc. Money Purchase Plan pulled back noticeably - down 12.5% during 2022, from $1M to $1M. Reported net income was -$169K.
How have Steinhardt Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steinhardt Management Co., Inc.'s sponsor-wide assets declined 31.0%, from $11M to $7M.
Which Money Purchase plans are similar in size to Steinhardt Management Company, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Otness Management Co. Money Purchase Plan in MN ($1M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Steinhardt Management Company, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northeast Financial Consultants Inc in CT (9 participants, $7M 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 132612259.

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.