Money Purchase · DOL Form 5500 · 2023

Hermann D Schubert, Md Money Purchase Plan

Data updated 2026-08-25

$445K
Total assets Small plan by assets: N/A
Participants Small participant base: 17th
Percentile by assets National rank

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Official DOL plan name: Hermann D Schubert Md · Sponsored by Hermann D Schubert, Md · New York · Healthcare & Social Assistance

$445K in assets, N/A participants

Hermann D Schubert, Md's Hermann D Schubert Md reported $445K in total assets and N/A 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.

#2,157 in Healthcare & Social Assistance (17,684 peers)

Hermann D Schubert, Md multi-year trail

Hermann D Schubert, Md's plans moved -37.0% in assets from 2022 to 2023; this filing shows Hermann D Schubert Md at $445K / N/A participants.

#2,157
in Healthcare & Social Assistance (17,684 peers): -37.0%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hermann D Schubert Md among the smaller filed plans by assets

Hermann D Schubert Md vs every filed plan by assets

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

$445,051 17th percentile higher than 17% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hermann D Schubert Md reported net income fell from -$6K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
Hermann D Schubert Md end-of-year assets fell from $706K in the plan year 2022 filing to $445K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621748019 · Hermann D Schubert, Md PY 2023 · Money Purchase

Hermann D Schubert Md · $445K · N/A · 17th

IND $445K
EOY N/A
5500 17th
ASSETS Money Purchase
PCT near Naghmana M Haque Keogh Pl Keog
EIN ind #2157

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 →

End-of-year total assets ($M) among Hermann D Schubert Md and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hermann D Schubert, Md multi-year asset trail

Latest sponsor-wide plan assets: $445K 36.98794413099342% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$706K
2023	1	N/A	$445K

Hermann D Schubert, Md filing trail (2023)

Total Assets (Beginning of Year)	$706K
Net Assets (End of Year)	$445K
Net Income	-$45K
Employer EIN	621748019
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in New York

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

Hermann D Schubert Md vs. nearby Money Purchase plans in New York, assets vs. participants

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

Compare Hermann D Schubert Md side-by-side with 3 peers →

Hermann D Schubert Md's closest out-of-state Money Purchase peers by assets

Outside New York, the nearest Money Purchase by end-of-year assets is Naghmana M Haque Keogh Pl Keog in NJ at $447K (this filing: $445K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($445K here).

Naghmana M Haque Keogh Pl Keog (NJ) $447K · 1
Surendra S. Chawla Profit Sharing Plan (MA) $452K · 1
Green Wave LLC Retirement Plan (PR) $433K · 1
F. Wayne Gedutis D.D.S., Retirement Plan and Trust (IL) $432K · 2

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 Hermann D Schubert Md assets move in 2023? ▼

Hermann D Schubert Md contracted severely - down 37.0% during 2023, from $706K to $445K. Reported net income was -$45K.

How have Hermann D Schubert, Md plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Hermann D Schubert, Md's sponsor-wide assets declined 37.0%, from $706K to $445K.

Where does Hermann D Schubert Md rank by assets among Form 5500 filers? ▼

Hermann D Schubert Md 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 Hermann D Schubert Md? ▼

Among Money Purchase plans in other states, the closest by assets is Naghmana M Haque Keogh Pl Keog in NJ ($447K, 1 participant).

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 621748019.