Money Purchase · DOL Form 5500 · 2022

Stacey Braun Associates, Inc. Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
15
Participants Small participant base
62nd
Percentile by assets National rank
$588,677
Avg per participant High balance/head
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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.

  • #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.

#4,237
in Finance & Insurance (9,261 peers)
-28.3%
assets change YoY

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. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Stacey Braun Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,830,154 Top 38% higher than 62% 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

Stacey Braun Associates, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacey Braun Associates, Inc. Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132889432 · Stacey Braun Associates, Inc. PY 2022 · Money Purchase

Stacey Braun Associates, Inc. Profit Sharing Plan · $9M · 15 · 62nd

  • 5500 $9M
  • ASSETS 15
  • PCT 62nd
  • EIN Money Purchase
  • RANK near Midland Emergency Room Corp. Employee Pension Plan
  • PHOTO ind #4237

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 Finance & Insurance retirement plans → · Plans in New York →

Stacey Braun Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Pan-O-Gold Baking Co. Retirement PlanPan-O-Gold Baking Co. Retire…$9MAllied Workers Local 48 Annuity PlanAllied Workers Local 48 Annu…$9MMidland Emergency Room Corp. Employee Pension PlanMidland Emergency Room Corp.…$9MStacey Braun Associates, Inc. Profit Sharing PlanStacey Braun Associates, Inc…$9MFidelity Money Purchase Plan$9M
End-of-year total assets ($M) among Stacey Braun Associates, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Stacey Braun Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stacey Braun Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.45151171768918% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.83M $11.8M ▲ +33.4%
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 EIN132889432
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Stacey Braun Associates, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Stacey Braun Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.008830154 · Participants: 15Stacey Braun Associates, Inc. Profit Sharing 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
Stacey Braun Associates, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Stacey Braun Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stacey Braun Associates, Inc. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Midland Emergency Room Corp. Employee Pension Plan in MI ($9M); by covered participants it is Retirement Plan of R.K. Mellon Family Foundation in PA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Stacey Braun Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Stacey Braun Associates, Inc. Profit Sharing Plan declined sharply - down 28.3% during 2022, from $12M to $9M. Reported net income was -$3M.
How have Stacey Braun Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey Braun Associates, Inc.'s sponsor-wide assets grew 33.5%, from $9M to $12M.
Which Money Purchase plans are similar in size to Stacey Braun Associates, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Midland Emergency Room Corp. Employee Pension Plan in MI ($9M, 20 participants).
Which Money Purchase plans cover a similar participant headcount to Stacey Braun Associates, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of R.K. Mellon Family Foundation in PA (15 participants, $892K 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 132889432.

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.