Money Purchase · DOL Form 5500 · 2023
Vincent J. Finocchio Jr PC Money Purchase Plan
Data updated 2026-08-25
- $751K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $187,844
- Avg per participant Above avg balance/head
Official DOL plan name: Vincent J Finocchio Jr PC Profit Sharing Plan & Tr · Sponsored by Vincent J. Finocchio Jr PC · New York · Professional & Technical Services
$751K in assets, 4 participants
Vincent J. Finocchio Jr PC's Vincent J Finocchio Jr PC Profit Sharing Plan & Tr reported $751K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,314 in Professional & Technical Services (20,321 peers)
Vincent J. Finocchio Jr PC multi-year trail
Vincent J. Finocchio Jr PC's plans moved +23.6% in assets from 2022 to 2024; this filing shows Vincent J Finocchio Jr PC Profit Sharing Plan & Tr at $751K / 4 participants.
- #3,314
- in Professional & Technical Services (20,321 peers)
- -1.5%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr among the smaller filed plans by assets
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$751,377 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vincent J Finocchio Jr PC Profit Sharing Plan & Tr is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vincent J Finocchio Jr PC Profit Sharing Plan & Tr reported net income rose from -$236K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
- Vincent J Finocchio Jr PC Profit Sharing Plan & Tr reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Vincent J Finocchio Jr PC Profit Sharing Plan & Tr end-of-year assets fell from $763K in the plan year 2022 filing to $751K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161156166 · Vincent J. Finocchio Jr PC PY 2023 · Money Purchase
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr · $751K · 4 · 21st
- PHOTO $751K
- PHOTO 4
- PHOTO 21st
- PHOTO Money Purchase
- PHOTO near James Wantz Accountancy Corp. Money Purchase Plan Dated 010198
- PHOTO ind #3314
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 Professional & Technical Services retirement plans → · Plans in New York →
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in the asset neighbourhood
Vincent J. Finocchio Jr PC multi-year asset trail
Sponsor-wide plan assets over time
All Vincent J. Finocchio Jr PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $943K 23.622405317600006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $763K |
| 2023 | 1 | 4 | $751K |
| 2024 | 1 | 4 | $943K |
Vincent J. Finocchio Jr PC filing trail (2023)
| Total Assets (Beginning of Year) | $763K |
|---|---|
| Net Assets (End of Year) | $751K |
| Net Income | -$12K |
| Employer EIN | 161156166 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Vincent J Finocchio Jr PC Profit Sharing Plan & Tr's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 in CA ($753K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($751K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.