Defined Benefit (Pension) · DOL Form 5500 · 2022
Daniel Stern Pension Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Daniel Stern Retirement Plan and Trust · Sponsored by Daniel Stern · New York · Other Services
$7M in assets, 5 participants
Daniel Stern's Daniel Stern Retirement Plan and Trust reported $7M in total assets and 5 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.
- #6,277 in Other Services (8,398 peers)
Daniel Stern multi-year trail
Daniel Stern's plans moved +25.1% in assets from 2022 to 2024; this filing shows Daniel Stern Retirement Plan and Trust at $7M / 5 participants.
- #6,277
- in Other Services (8,398 peers)
- +4.0%
- assets growth YoY
Daniel Stern Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers
Daniel Stern Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,082,534 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Daniel Stern 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. Daniel Stern Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 902046948 · Daniel Stern PY 2022 · Defined Benefit (Pension)
Daniel Stern Retirement Plan and Trust · $7M · 5 · 58th
- BOOK $7M
- VS-ST 5
- BOY 58th
- SCH Defined Benefit (Pension)
- EBSA near Employers - Local 1167 Joint Pension Fund
- PART ind #6277
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 →
Daniel Stern Retirement Plan and Trust in the asset neighbourhood
Daniel Stern multi-year asset trail
Sponsor-wide plan assets over time
All Daniel Stern plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.082053965431015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $7M |
| 2023 | 1 | 5 | $9M |
| 2024 | 1 | 5 | $9M |
Daniel Stern filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $269K |
| Employer EIN | 902046948 |
| Plan Effective Date | 2021-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Daniel Stern 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 Employers - Local 1167 Joint Pension Fund in CA ($7M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.