Money Purchase · DOL Form 5500 · 2022
Stacey Braun Associates, Inc. Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 15
- Participants
- 62nd
- Percentile by assets
- $588,677
- Avg per participant
Official DOL plan name: Stacey Braun Associates, Inc. Profit Sharing Plan · Sponsored by Stacey Braun Associates, Inc. · New York · Finance & Insurance
$9M in assets, 15 participants
Stacey Braun Associates, Inc.'s Stacey Braun Associates, Inc. Profit Sharing Plan reported $9M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 139,126 plans)
- #4,237 in Finance & Insurance (9,261 peers)
Stacey Braun Associates, Inc. multi-year trail
Stacey Braun Associates, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Stacey Braun Associates, Inc. Profit Sharing Plan at $9M / 15 participants.
- $9M
- total plan assets (2022 EOY)
- 15
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $588,677
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stacey Braun Associates, Inc. across 3 plan years on file
Across the 3 plan years Stacey Braun Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 33.5%, while reported participants moved from 15 to 16 (+6.7%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).
Stacey Braun Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $9M |
| 2023 | 1 | 16 | $10M |
| 2024 | 1 | 16 | $12M |
Stacey Braun Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 132889432 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Stacey Braun Associates, Inc. Profit Sharing 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 Stacey Braun Associates, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Stacey Braun Associates, Inc. Profit Sharing Plan's numbers.
- By total assets, Stacey Braun Associates, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Stacey Braun Associates, Inc.'s sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Finance & Insurance plans