Defined Benefit (Pension) · DOL Form 5500 · 2023

Twin Securities, Inc. Pension Plan

Data updated 2026-08-25

$905K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$226,151
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twin Securities, Inc. Cash Balance Plan · Sponsored by Twin Securities, Inc. · New York · Finance & Insurance

$905K in assets, 4 participants

Twin Securities, Inc.'s Twin Securities, Inc. Cash Balance Plan reported $905K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,279 in Finance & Insurance (8,869 peers)

Twin Securities, Inc. multi-year trail

Twin Securities, Inc.'s plans moved -31.4% in assets from 2022 to 2024; this filing shows Twin Securities, Inc. Cash Balance Plan at $905K / 4 participants.

#1,279
in Finance & Insurance (8,869 peers)
-74.6%
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.

Twin Securities, Inc. Cash Balance Plan among the smaller filed plans by assets

Twin Securities, Inc. Cash Balance Plan vs every filed plan by assets

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

$904,603 23rd percentile higher than 23% 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

Twin Securities, Inc. Cash Balance 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. Twin Securities, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Twin Securities, Inc. Cash Balance Plan reported net income fell from $612K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Twin Securities, Inc. Cash Balance Plan end-of-year assets fell from $4M in the plan year 2022 filing to $905K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133808839 · Twin Securities, Inc. PY 2023 · Defined Benefit (Pension)

Twin Securities, Inc. Cash Balance Plan · $905K · 4 · 23rd

  • NET $905K
  • NET 4
  • NET 23rd
  • NET Defined Benefit (Pension)
  • NET near Sopo Asset Management, Inc. Pension Plan
  • NET ind #1279

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 →

Twin Securities, Inc. Cash Balance Plan in the asset neighbourhood

Bertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$906KTwin Securities, Inc. Cash Balance PlanTwin Securities, Inc. Cash B…$905KSopo Asset Management, Inc. Pension PlanSopo Asset Management, Inc. …$904KEduardo Negron Mercado Defined Benefit PlanEduardo Negron Mercado Defin…$899KThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$893K
End-of-year total assets ($M) among Twin Securities, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Twin Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Twin Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.390919036682075% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.77M $4.65M ▼ -31.3%
Year Plans Participants Total Assets
2022 2 9 $7M
2023 2 9 $5M
2024 2 9 $5M

Twin Securities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$905K
Net Income-$3M
Employer EIN133808839
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Twin Securities, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Twin Securities, Inc. Cash Balance Plan, Total assets ($B): 0.000904603 · Participants: 4Twin Securities, Inc. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Twin Securities, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Twin Securities, Inc. Cash Balance Plan side-by-side with 3 peers →

Twin Securities, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sopo Asset Management, Inc. Pension Plan in CA ($904K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (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 Twin Securities, Inc. Cash Balance Plan assets move in 2023? ▼
Twin Securities, Inc. Cash Balance Plan contracted severely - down 74.6% during 2023, from $4M to $905K. Reported net income was -$3M.
How have Twin Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Securities, Inc.'s sponsor-wide assets declined 31.4%, from $7M to $5M.
Where does Twin Securities, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Twin Securities, Inc. Cash Balance Plan ranks in the 23rd 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 Defined Benefit (Pension) plans are similar in size to Twin Securities, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sopo Asset Management, Inc. Pension Plan in CA ($904K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Twin Securities, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 133808839.

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.