Money Purchase · DOL Form 5500 · 2023

Bond, McDonald's and Lehman, P.C. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$202,873
Avg per participant Above avg balance/head
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Official DOL plan name: Bond, McDonald's & Lehman, P.C. Pension Plan · Sponsored by Bond, McDonald's and Lehman, P.C. · New York · Information & Media

$1M in assets, 6 participants

Bond, McDonald's and Lehman, P.C.'s Bond, McDonald's & Lehman, P.C. Pension Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #359 in Information & Media (2,818 peers)

2023 asset change

Bond, McDonald's & Lehman, P.C. Pension Plan contracted severely 72.1% in 2023 ($4M → $1M) for 6 participants.

#359
in Information & Media (2,818 peers)
-72.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bond, McDonald's & Lehman, P.C. Pension Plan among the smaller filed plans by assets

Bond, McDonald's & Lehman, P.C. Pension Plan vs every filed plan by assets

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

$1,217,238 25th percentile higher than 25% 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

Bond, McDonald's & Lehman, P.C. 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. Bond, McDonald's & Lehman, P.C. Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bond, McDonald's & Lehman, P.C. Pension Plan reported net income fell from -$393K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Bond, McDonald's & Lehman, P.C. Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161365111 · Bond, McDonald's and Lehman, P.C. PY 2023 · Money Purchase

Bond, McDonald's & Lehman, P.C. Pension Plan · $1M · 6 · 25th

  • NET $1M
  • NET 6
  • NET 25th
  • NET Money Purchase
  • NET near Jm III Retirement Plan
  • NET ind #359

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 Information & Media retirement plans → · Plans in New York →

Bond, McDonald's & Lehman, P.C. Pension Plan in the asset neighbourhood

Jeral Wayman Hastings$1MBond, McDonald's & Lehman, P.C. Pension PlanBond, McDonald's & Lehman, P…$1MJm III Retirement Plan$1MWalter Stump Insurance Agency Money Purchase Pension PlanWalter Stump Insurance Agenc…$1MDennis S. Riff, M.D., Inc. Retirement PlanDennis S. Riff, M.D., Inc. R…$1M
End-of-year total assets ($M) among Bond, McDonald's & Lehman, P.C. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Bond, McDonald's and Lehman, P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Bond, McDonald's and Lehman, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.36M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $1M
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN161365111
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Bond, McDonald's & Lehman, P.C. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bond, McDonald's & Lehman, P.C. Pension Plan, Total assets ($B): 0.001217238 · Participants: 6Bond, McDonald's & Lehman, P.C. 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
Bond, McDonald's & Lehman, P.C. Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Bond, McDonald's & Lehman, P.C. Pension Plan side-by-side with 3 peers →

Bond, McDonald's & Lehman, P.C. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Jm III Retirement Plan in PR ($1M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Bond, McDonald's & Lehman, P.C. Pension Plan assets move in 2023? ▼
Bond, McDonald's & Lehman, P.C. Pension Plan contracted severely - down 72.1% during 2023, from $4M to $1M. Reported net income was -$3M.
Where does Bond, McDonald's & Lehman, P.C. Pension Plan rank by assets among Form 5500 filers? ▼
Bond, McDonald's & Lehman, P.C. Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Bond, McDonald's & Lehman, P.C. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jm III Retirement Plan in PR ($1M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Bond, McDonald's & Lehman, P.C. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants, $920K 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 161365111.

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.