Defined Benefit (Pension) · DOL Form 5500 · 2022

Richard Correll Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
58th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Richard Correll Retirement Plan and Trust · Sponsored by Richard Correll · New York · Other Services

$7M in assets, 3 participants

Richard Correll's Richard Correll Retirement Plan and Trust reported $7M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,289 in Other Services (8,398 peers)

Richard Correll multi-year trail

Richard Correll's plans moved +21.0% in assets from 2022 to 2024; this filing shows Richard Correll Retirement Plan and Trust at $7M / 3 participants.

#6,289
in Other Services (8,398 peers)
+6.3%
assets growth YoY

Richard Correll Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Richard Correll Retirement Plan and Trust vs every filed plan by assets

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

$7,176,739 Top 42% higher than 58% 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

Richard Correll 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. Richard Correll Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 866428119 · Richard Correll PY 2022 · Defined Benefit (Pension)

Richard Correll Retirement Plan and Trust · $7M · 3 · 58th

  • EIN $7M
  • RANK 3
  • PHOTO 58th
  • IND Defined Benefit (Pension)
  • EOY near Employee Benefit Plan of the Family Conservancy
  • 5500 ind #6289

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 Other Services retirement plans → · Plans in New York →

Richard Correll Retirement Plan and Trust in the asset neighbourhood

Richard Correll Retirement Plan and TrustRichard Correll Retirement P…$7MDs Services of America, Inc. Frozen Defined Benefit PlanDs Services of America, Inc.…$7MEmployee Benefit Plan of the Family ConservancyEmployee Benefit Plan of the…$7MPorts America Pension Plan$7MPiper Aircraft Corporation Pension PlanPiper Aircraft Corporation P…$7M
End-of-year total assets ($M) among Richard Correll Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Richard Correll multi-year asset trail

Sponsor-wide plan assets over time

All Richard Correll plans reported in each filing year

Latest sponsor-wide plan assets
$9M 20.960843079287127% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.18M $8.68M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $7M
2024 1 3 $9M

Richard Correll filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$426K
Employer EIN866428119
Plan Effective Date2020-07-01
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.

Richard Correll 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 ($B) Participants Richard Correll Retirement Plan and Trust, Total assets ($B): 0.007176739 · Participants: 3Richard Correll 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
Richard Correll Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Richard Correll 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 Employee Benefit Plan of the Family Conservancy in KS ($7M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Richard Correll Retirement Plan and Trust assets move in 2022?
Richard Correll Retirement Plan and Trust grew at a solid clip - up 6.3% during 2022, from $7M to $7M. Reported net income was $426K.
How have Richard Correll plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard Correll's sponsor-wide assets grew 21.0%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Richard Correll Retirement Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employee Benefit Plan of the Family Conservancy in KS ($7M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard Correll Retirement Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).