Money Purchase · DOL Form 5500 · 2022

Cohen, Frankel & Ruggiero LLP Money Purchase Plan

Data updated 2026-08-11

$232K
Total assets
2
Participants
12th
Percentile by assets
$116,144
Avg per participant
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Official DOL plan name: Cohen, Frankel & Ruggiero LLP-Money Purchase Plan · Sponsored by Cohen, Frankel & Ruggiero LLP · New York · Professional & Technical Services

$232K in assets, 2 participants

Cohen, Frankel & Ruggiero LLP's Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported $232K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • 12th percentile by assets (of 139,126 plans)
  • #2,052 in Professional & Technical Services (21,562 peers)

2022 asset change

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan pulled back noticeably 10.6% in 2022 ($260K → $232K) for 2 participants.

$232K
total plan assets (2022 EOY)
2
covered participants
12th
percentile by assets (of 139,126 plans)
$116,144
avg assets per participant

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Cohen, Frankel & Ruggiero LLP-Money Purchase Plan sits by total assets

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs every filed plan by assets

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

$232,287 12th percentile higher than 12% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Professional & Technical Services

2022 asset move for Cohen, Frankel & Ruggiero LLP-Money Purchase Plan

Year over year, total assets pulled back noticeably from $260K at the start of 2022 to $232K at year-end (down 10.6%). Net assets closed at $232K; reported net income -$27K.

Cohen, Frankel & Ruggiero LLP years around the 2022 move

$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.72M $0.68M ▼ -5.6%
Total plan assets by year, all Cohen, Frankel & Ruggiero LLP plans on file
Year Plans Participants Total Assets
2022 2 4 $725K
2023 2 6 $612K
2024 2 4 $684K

2022 asset-move particulars

Total Assets (Beginning of Year)$260K
Net Assets (End of Year)$232K
Net Income-$27K
Employer EIN133849472
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Cohen, Frankel & Rug…, Total assets ($B): 0.000232287 · Participants: 2Cohen, Frankel & Rug…Tiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christia…, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christia…McKinsey & Company, …, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, …Brookhaven Science A…, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science A…Iron Workers Locals …, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals …
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Cohen, Frankel & Ruggiero LLP-Money Purc… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Cohen, Frankel & Ruggiero LLP-Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Cohen, Frankel & Ruggiero LLP-Money Purchase Plan assets move in 2022? ▼
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan pulled back noticeably - down 10.6% during 2022, from $260K to $232K. Reported net income was -$27K.
How have Cohen, Frankel & Ruggiero LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Frankel & Ruggiero LLP's sponsor-wide assets declined 5.6%, from $725K to $684K.
Where does Cohen, Frankel & Ruggiero LLP-Money Purchase Plan rank by assets among Form 5500 filers? ▼
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan ranks in the 12th 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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr. Benjamin Medina Profit Sharing & Money Purchase Plan in PR ($232K, 2 participants).

Next read for Cohen, Frankel & Ruggiero LLP-Money Purc…

2022 change

Ways to act on Cohen, Frankel & Ruggiero LLP-Money Purchase Plan's numbers.

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 133849472.

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.