Money Purchase · DOL Form 5500 · 2022

Matthew S. Dulberg Money Purchase Plan

Data updated 2026-08-25

$448K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$224,237
Avg per participant Above avg balance/head
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Official DOL plan name: Matthew S. Dulberg Money Purchase Plan · Sponsored by Matthew S. Dulberg · New York · Professional & Technical Services

$448K in assets, 2 participants

Matthew S. Dulberg's Matthew S. Dulberg Money Purchase Plan reported $448K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,976 in Professional & Technical Services (21,562 peers)

Matthew S. Dulberg multi-year trail

Matthew S. Dulberg's plans moved +16.9% in assets from 2022 to 2024; this filing shows Matthew S. Dulberg Money Purchase Plan at $448K / 2 participants.

#2,976
in Professional & Technical Services (21,562 peers)
+2.3%
assets growth YoY

Matthew S. Dulberg Money Purchase Plan among the smaller filed plans by assets

Matthew S. Dulberg Money Purchase Plan vs every filed plan by assets

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

$448,474 17th percentile higher than 17% 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

Matthew S. Dulberg 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. Matthew S. Dulberg Money Purchase Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 113473172 · Matthew S. Dulberg PY 2022 · Money Purchase

Matthew S. Dulberg Money Purchase Plan · $448K · 2 · 17th

  • TYPE $448K
  • NET 2
  • BOOK 17th
  • VS-ST Money Purchase
  • BOY near Psychiatric Center Inc Money Purchase Retirement Plan
  • SCH ind #2976

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 →

Matthew S. Dulberg Money Purchase Plan in the asset neighbourhood

Matthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$448KPsychiatric Center Inc Money Purchase Retirement PlanPsychiatric Center Inc Money…$451KService Employees International Union SEIU 252Service Employees Internatio…$442KDaisy J. Vazquez Dubeau Target Benefit Pension PlanDaisy J. Vazquez Dubeau Targ…$442KCorrea Medical Group Retirement PlanCorrea Medical Group Retirem…$441K
End-of-year total assets ($M) among Matthew S. Dulberg Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Matthew S. Dulberg multi-year asset trail

Sponsor-wide plan assets over time

All Matthew S. Dulberg plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.941501704950905% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.29M $1.51M ▲ +17.1%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $1M
2024 2 4 $2M

Matthew S. Dulberg filing trail (2022)

Total Assets (Beginning of Year)$438K
Net Assets (End of Year)$448K
Net Income$10K
Employer EIN113473172
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Matthew S. Dulberg Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Matthew S. Dulberg Money Purchase Plan, Total assets ($B): 0.000448474 · Participants: 2Matthew S. Dulberg 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
Matthew S. Dulberg Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Matthew S. Dulberg Money Purchase Plan side-by-side with 3 peers →

Matthew S. Dulberg Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Psychiatric Center Inc Money Purchase Retirement Plan in KY ($451K); by covered participants it is Dr Robert J Lynch Md Keogh in WV (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Matthew S. Dulberg Money Purchase Plan assets move in 2022? ▼
Matthew S. Dulberg Money Purchase Plan edged up modestly - up 2.3% during 2022, from $438K to $448K. Reported net income was $10K.
How have Matthew S. Dulberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthew S. Dulberg's sponsor-wide assets grew 16.9%, from $1M to $2M.
Where does Matthew S. Dulberg Money Purchase Plan rank by assets among Form 5500 filers? ▼
Matthew S. Dulberg Money Purchase Plan ranks in the 17th 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 Matthew S. Dulberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychiatric Center Inc Money Purchase Retirement Plan in KY ($451K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Matthew S. Dulberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Dr Robert J Lynch Md Keogh in WV (2 participants, $6M 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 113473172.

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.