Money Purchase · DOL Form 5500 · 2023
Stuart Frankel & Co Inc. Money Purchase Plan
Data updated 2026-08-11
- $20M
- Total assets
- 9
- Participants
- 72nd
- Percentile by assets
- $2.2M
- Avg per participant
Official DOL plan name: Stuart Frankel & Co Inc. Money Purchase Plan · Sponsored by Stuart Frankel & Co Inc. · New York · Finance & Insurance
$20M in assets, 9 participants
Stuart Frankel & Co Inc.'s Stuart Frankel & Co Inc. Money Purchase Plan reported $20M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 127,072 plans)
- #5,202 in Finance & Insurance (8,869 peers)
Stuart Frankel & Co Inc. multi-year trail
Stuart Frankel & Co Inc.'s plans moved -31.2% in assets from 2022 to 2024; this filing shows Stuart Frankel & Co Inc. Money Purchase Plan at $20M / 9 participants.
- $20M
- total plan assets (2023 EOY)
- 9
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $2.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stuart Frankel & Co Inc. Money Purchase Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Stuart Frankel & Co Inc. Money Purchase Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Stuart Frankel & Co Inc. across 3 plan years on file
Across the 3 plan years Stuart Frankel & Co Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $11M, a decline of 31.2%, while reported participants moved from 9 to 12 (+33.3%). Peak year by sponsor assets: 2023 ($20M); trough: 2024 ($11M).
Stuart Frankel & Co Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $16M |
| 2023 | 1 | 9 | $20M |
| 2024 | 1 | 12 | $11M |
Stuart Frankel & Co Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 133430942 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Stuart Frankel & Co Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Stuart Frankel & Co Inc. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Stuart Frankel & Co Inc. Money Purchase Plan's numbers.
- By total assets, Stuart Frankel & Co Inc. Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Stuart Frankel & Co Inc.'s sponsor-wide assets have declined 31.2% since 2022 across 3 plan years on file. More Finance & Insurance plans