Money Purchase · DOL Form 5500 · 2023

Izak Herschitz Md PC Money Purchase Plan

Data updated 2026-08-25

$208K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$103,862
Avg per participant Below avg balance/head
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Official DOL plan name: Izak Herschitz Md PC Employees Money Purchase Plan · Sponsored by Izak Herschitz Md PC · New York · Healthcare & Social Assistance

$208K in assets, 2 participants

Izak Herschitz Md PC's Izak Herschitz Md PC Employees Money Purchase Plan reported $208K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,349 in Healthcare & Social Assistance (17,684 peers)

Izak Herschitz Md PC multi-year trail

Izak Herschitz Md PC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Izak Herschitz Md PC Employees Money Purchase Plan at $208K / 2 participants.

#1,349
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Izak Herschitz Md PC Employees Money Purchase Plan among the smaller filed plans by assets

Izak Herschitz Md PC Employees Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$207,724 11th percentile higher than 11% of 127,068 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 2023

Izak Herschitz Md PC Employees Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Izak Herschitz Md PC Employees Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Izak Herschitz Md PC Employees Money Purchase Plan reported net income rose from -$137K in the plan year 2022 filing to $27K in the plan year 2023 filing.
  • Izak Herschitz Md PC Employees Money Purchase Plan end-of-year assets rose from $181K in the plan year 2022 filing to $208K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112583340 · Izak Herschitz Md PC PY 2023 · Money Purchase

Izak Herschitz Md PC Employees Money Purchase Plan · $208K · 2 · 11th

  • EBSA $208K
  • EBSA 2
  • EBSA 11th
  • EBSA Money Purchase
  • EBSA near Neurosurgeons, Ltd. Money Purchase Plan
  • EBSA ind #1349

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Izak Herschitz Md PC Employees Money Purchase Plan in the asset neighbourhood

Izak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$208KNeurosurgeons, Ltd. Money Purchase PlanNeurosurgeons, Ltd. Money Pu…$208KDr. Francisco Garcia Cortes Retirement PlanDr. Francisco Garcia Cortes …$209KFrancisco Figueroa Rovira Retirement PlanFrancisco Figueroa Rovira Re…$209KDr. Victor Rodriguez Venegas Retirement Plan TrustDr. Victor Rodriguez Venegas…$210K
End-of-year total assets ($M) among Izak Herschitz Md PC Employees Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Izak Herschitz Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Izak Herschitz Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.507570115375% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.78M $1.07M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 4 $776K
2023 2 4 $833K
2024 2 4 $1M

Izak Herschitz Md PC filing trail (2023)

Total Assets (Beginning of Year)$181K
Net Assets (End of Year)$208K
Net Income$27K
Employer EIN112583340
Plan Effective Date1981-09-21
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Izak Herschitz Md PC Employees Money Purchase Plan, Total assets ($B): 0.000207724 · Participants: 2Izak Herschitz Md PC Employees Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Izak Herschitz Md PC Employees Money Purchase Plan side-by-side with 3 peers →

Izak Herschitz Md PC Employees Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Neurosurgeons, Ltd. Money Purchase Plan in FL ($208K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Izak Herschitz Md PC Employees Money Purchase Plan assets move in 2023? ▼
Izak Herschitz Md PC Employees Money Purchase Plan grew at a solid clip - up 14.8% during 2023, from $181K to $208K. Reported net income was $27K.
How have Izak Herschitz Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Izak Herschitz Md PC's sponsor-wide assets grew 37.5%, from $776K to $1M.
Where does Izak Herschitz Md PC Employees Money Purchase Plan rank by assets among Form 5500 filers? ▼
Izak Herschitz Md PC Employees Money Purchase Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Neurosurgeons, Ltd. Money Purchase Plan in FL ($208K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112583340.

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.