Defined Benefit (Pension) · DOL Form 5500 · 2022

Proactive Brokerage Inc. Pension Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$207,895
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Proactive Brokerage Inc. Retirement Plan and Trust · Sponsored by Proactive Brokerage Inc. · New York · Finance & Insurance

$832K in assets, 4 participants

Proactive Brokerage Inc.'s Proactive Brokerage Inc. Retirement Plan and Trust reported $832K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,391 in Finance & Insurance (9,261 peers)

Proactive Brokerage Inc. multi-year trail

Proactive Brokerage Inc.'s plans moved +53.8% in assets from 2022 to 2024; this filing shows Proactive Brokerage Inc. Retirement Plan and Trust at $832K / 4 participants.

#1,391
in Finance & Insurance (9,261 peers)
+14.0%
assets growth YoY

Proactive Brokerage Inc. Retirement Plan and Trust among the smaller filed plans by assets

Proactive Brokerage Inc. Retirement Plan and Trust vs every filed plan by assets

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

$831,578 23rd percentile higher than 23% 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

Proactive Brokerage Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proactive Brokerage Inc. Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 270407641 · Proactive Brokerage Inc. PY 2022 · Defined Benefit (Pension)

Proactive Brokerage Inc. Retirement Plan and Trust · $832K · 4 · 23rd

  • EOY $832K
  • EOY 4
  • EOY 23rd
  • EOY Defined Benefit (Pension)
  • EOY near The Tashjy Law Firm LLC Cash Balance Plan
  • EOY ind #1391

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 →

Proactive Brokerage Inc. Retirement Plan and Trust in the asset neighbourhood

Proactive Brokerage Inc. Retirement Plan and TrustProactive Brokerage Inc. Ret…$832KThe Tashjy Law Firm LLC Cash Balance PlanThe Tashjy Law Firm LLC Cash…$831KAlfred H. Chan M.D., P.C. Defined Benefit Pension Plan & TrustAlfred H. Chan M.D., P.C. De…$834KSt. Louis Motion Picture Operators Pension FundSt. Louis Motion Picture Ope…$822KThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$818K
End-of-year total assets ($M) among Proactive Brokerage Inc. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Proactive Brokerage Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Proactive Brokerage Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.82694106866705% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.83M $1.28M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 4 $832K
2023 1 4 $1M
2024 1 4 $1M

Proactive Brokerage Inc. filing trail (2022)

Total Assets (Beginning of Year)$729K
Net Assets (End of Year)$832K
Net Income$102K
Employer EIN270407641
Plan Effective Date2017-05-01
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.

Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Proactive Brokerage Inc. Retirement Plan and Trust, Total assets ($B): 0.000831578 · Participants: 4Proactive Brokerage Inc. Retirement Plan and TrustIBM 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
Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Proactive Brokerage Inc. Retirement Plan and Trust side-by-side with 3 peers →

Proactive Brokerage Inc. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Tashjy Law Firm LLC Cash Balance Plan in NJ ($831K); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Proactive Brokerage Inc. Retirement Plan and Trust assets move in 2022? ▼
Proactive Brokerage Inc. Retirement Plan and Trust grew at a solid clip - up 14.0% during 2022, from $729K to $832K. Reported net income was $102K.
How have Proactive Brokerage Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proactive Brokerage Inc.'s sponsor-wide assets grew 53.8%, from $832K to $1M.
Where does Proactive Brokerage Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Proactive Brokerage Inc. Retirement Plan and Trust ranks in the 23rd 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 Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Tashjy Law Firm LLC Cash Balance Plan in NJ ($831K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A 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 270407641.

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.