Money Purchase · DOL Form 5500 · 2023

Stuart Frankel & Co Inc. Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
9
Participants Small participant base
72nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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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.

  • #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.

#5,202
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY

Stuart Frankel & Co Inc. Money Purchase Plan's outsized position by total assets

Stuart Frankel & Co Inc. Money Purchase Plan vs every filed plan by assets

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

$19,584,571 Top 28% higher than 72% 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

Stuart Frankel & Co Inc. 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. Stuart Frankel & Co Inc. Money Purchase Plan is a micro filing (9 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133430942 · Stuart Frankel & Co Inc. PY 2023 · Money Purchase

Stuart Frankel & Co Inc. Money Purchase Plan · $20M · 9 · 72nd

  • PHOTO $20M
  • IND 9
  • EOY 72nd
  • 5500 Money Purchase
  • ASSETS near American Medical Response Hawaii Money Purchase Pension Plan
  • PCT ind #5202

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 →

Stuart Frankel & Co Inc. Money Purchase Plan in the asset neighbourhood

Constellation, Inc. Pension PlanConstellation, Inc. Pension …$20MPlumbers & Steamfitters Local 577 Annuity PlanPlumbers & Steamfitters Loca…$20MAmerican Medical Response Hawaii Money Purchase Pension PlanAmerican Medical Response Ha…$20MStuart Frankel & Co Inc. Money Purchase PlanStuart Frankel & Co Inc. Mon…$20MLmc Enterprises Money Purchase Pension PlanLmc Enterprises Money Purcha…$19M
End-of-year total assets ($M) among Stuart Frankel & Co Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Stuart Frankel & Co Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stuart Frankel & Co Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.15084364336737% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $15.8M $10.9M ▼ -31.1%
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 EIN133430942
Plan Effective Date1985-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stuart Frankel & Co Inc. Money Purchase Plan, Total assets ($B): 0.019584571 · Participants: 9Stuart Frankel & Co Inc. 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
Stuart Frankel & Co Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Stuart Frankel & Co Inc. Money Purchase Plan side-by-side with 3 peers →

Stuart Frankel & Co Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is American Medical Response Hawaii Money Purchase Pension Plan in CO ($20M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Stuart Frankel & Co Inc. Money Purchase Plan assets move in 2023? ▼
Stuart Frankel & Co Inc. Money Purchase Plan grew sharply - up 24.2% during 2023, from $16M to $20M. Reported net income was $4M.
How have Stuart Frankel & Co Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stuart Frankel & Co Inc.'s sponsor-wide assets declined 31.2%, from $16M to $11M.
Which Money Purchase plans are similar in size to Stuart Frankel & Co Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is American Medical Response Hawaii Money Purchase Pension Plan in CO ($20M, 36 participants).
Which Money Purchase plans cover a similar participant headcount to Stuart Frankel & Co Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 133430942.

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.