Money Purchase · DOL Form 5500 · 2022
Joe I Askar Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 37th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Joe I Askar Profit Sharing Plan · Sponsored by Joe I Askar · New York · Healthcare & Social Assistance
$2M in assets, 2 participants
Joe I Askar's Joe I Askar Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 139,126 plans)
- #7,910 in Healthcare & Social Assistance (20,060 peers)
Joe I Askar multi-year trail
Joe I Askar's plans moved +54.6% in assets from 2022 to 2024; this filing shows Joe I Askar Profit Sharing Plan at $2M / 2 participants.
- $2M
- total plan assets (2022 EOY)
- 2
- covered participants
- 37th
- percentile by assets (of 139,126 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $463K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joe I Askar across 3 plan years on file
Across the 3 plan years Joe I Askar has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $4M, a gain of 54.6%, while reported participants moved from 2 to 3 (+50.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($2M).
Joe I Askar multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $4M |
Joe I Askar filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$463K |
| Employer EIN | 161537704 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joe I Askar 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 Joe I Askar Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Joe I Askar Profit Sharing Plan assets move in 2022? ▼
How have Joe I Askar plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Joe I Askar Profit Sharing Plan? ▼
Next read for Joe I Askar Profit Sharing Plan
Multi-year trail
Ways to act on Joe I Askar Profit Sharing Plan's numbers.
- By total assets, Joe I Askar Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Joe I Askar's sponsor-wide assets have grown 54.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans