Defined Benefit (Pension) · DOL Form 5500 · 2022

Ely Management, LLC Pension Plan

Data updated 2026-08-25

$320K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$106,634
Avg per participant Below avg balance/head
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Official DOL plan name: Ely Management, LLC Pension Plan · Sponsored by Ely Management, LLC · New York · Real Estate

$320K in assets, 3 participants

Ely Management, LLC's Ely Management, LLC Pension Plan reported $320K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,152 in Real Estate (5,057 peers)

2022 asset change

Ely Management, LLC Pension Plan grew at a solid clip 9.5% in 2022 ($292K → $320K) for 3 participants.

#1,152
in Real Estate (5,057 peers)
+9.5%
assets growth YoY

Ely Management, LLC Pension Plan among the smaller filed plans by assets

Ely Management, LLC Pension Plan vs every filed plan by assets

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

$319,902 14th percentile higher than 14% 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

Ely Management, LLC 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. Ely Management, LLC Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 202473423 · Ely Management, LLC PY 2022 · Defined Benefit (Pension)

Ely Management, LLC Pension Plan · $320K · 3 · 14th

  • ASSETS $320K
  • PCT 3
  • EIN 14th
  • RANK Defined Benefit (Pension)
  • PHOTO near Murphy Management Services Corporation Defined Benefit Plan
  • IND ind #1152

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 →

Ely Management, LLC Pension Plan in the asset neighbourhood

Ely Management, LLC Pension PlanEly Management, LLC Pension …$320KMurphy Management Services Corporation Defined Benefit PlanMurphy Management Services C…$320KLake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$320KMyers Team, Inc. Retirement PlanMyers Team, Inc. Retirement …$319KSchiffli Embroidery Workers Pension FundSchiffli Embroidery Workers …$318K
End-of-year total assets ($M) among Ely Management, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ely Management, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Ely Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$313K 2.1137723427799764% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.32M $0.31M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 3 $320K
2023 1 3 $410K
2024 1 3 $313K

2022 asset-move particulars

Total Assets (Beginning of Year)$292K
Net Assets (End of Year)$320K
Net Income$28K
Employer EIN202473423
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ely Management, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Ely Management, LLC Pension Plan, Total assets ($B): 0.000319902 · Participants: 3Ely Management, LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Ely Management, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Ely Management, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($320K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ely Management, LLC Pension Plan assets move in 2022?
Ely Management, LLC Pension Plan grew at a solid clip - up 9.5% during 2022, from $292K to $320K. Reported net income was $28K.
How have Ely Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ely Management, LLC's sponsor-wide assets declined 2.1%, from $320K to $313K.
Where does Ely Management, LLC Pension Plan rank by assets among Form 5500 filers?
Ely Management, LLC Pension Plan ranks in the 14th 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 Defined Benefit (Pension) plans are similar in size to Ely Management, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($320K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ely Management, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).