Money Purchase · DOL Form 5500 · 2023

Steven Novick Money Purchase Plan

Data updated 2026-08-25

$427K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$106,649
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven Novick - Money Purchase Pension Plan · Sponsored by Steven Novick · New York · Healthcare & Social Assistance

$427K in assets, 4 participants

Steven Novick's Steven Novick - Money Purchase Pension Plan reported $427K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,102 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Steven Novick - Money Purchase Pension Plan surged 31.3% in 2023 ($325K → $427K) for 4 participants.

#2,102
in Healthcare & Social Assistance (17,684 peers)
+31.3%
assets growth YoY

Steven Novick - Money Purchase Pension Plan among the smaller filed plans by assets

Steven Novick - Money Purchase Pension Plan vs every filed plan by assets

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

$426,597 17th percentile higher than 17% 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

Steven Novick - Money Purchase Pension 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. Steven Novick - Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven Novick - Money Purchase Pension Plan reported net income rose from -$131K in the plan year 2022 filing to $102K in the plan year 2023 filing.
  • Steven Novick - Money Purchase Pension Plan reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Steven Novick - Money Purchase Pension Plan end-of-year assets rose from $325K in the plan year 2022 filing to $427K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113286294 · Steven Novick PY 2023 · Money Purchase

Steven Novick - Money Purchase Pension Plan · $427K · 4 · 17th

  • EOY $427K
  • EOY 4
  • EOY 17th
  • EOY Money Purchase
  • EOY near Degenhardt & Sons, Inc. Money Purchase Pension Plan
  • EOY ind #2102

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 →

Steven Novick - Money Purchase Pension Plan in the asset neighbourhood

Steven Novick - Money Purchase Pension PlanSteven Novick - Money Purcha…$427KDegenhardt & Sons, Inc. Money Purchase Pension PlanDegenhardt & Sons, Inc. Mone…$432KF. Wayne Gedutis D.D.S., Retirement Plan and TrustF. Wayne Gedutis D.D.S., Ret…$432KGreen Wave LLC Retirement PlanGreen Wave LLC Retirement Pl…$433KClinica Familiar Coto Laurel, Inc. Retirement PlanClinica Familiar Coto Laurel…$420K
End-of-year total assets ($M) among Steven Novick - Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Steven Novick years around the 2023 move

Sponsor-wide plan assets over time

All Steven Novick plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.53M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 7 $534K
2023 2 5 $663K
2024 2 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$427K
Net Income$102K
Employer EIN113286294
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Steven Novick - Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Steven Novick - Money Purchase Pension Plan, Total assets ($B): 0.000426597 · Participants: 4Steven Novick - Money Purchase Pension 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
Steven Novick - Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Steven Novick - Money Purchase Pension Plan side-by-side with 3 peers →

Steven Novick - Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Degenhardt & Sons, Inc. Money Purchase Pension Plan in MI ($432K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Steven Novick - Money Purchase Pension Plan assets move in 2023? ▼
Steven Novick - Money Purchase Pension Plan surged - up 31.3% during 2023, from $325K to $427K. Reported net income was $102K.
Where does Steven Novick - Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Steven Novick - Money Purchase Pension Plan ranks in the 17th 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 Steven Novick - Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Degenhardt & Sons, Inc. Money Purchase Pension Plan in MI ($432K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Steven Novick - Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 113286294.

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.