Defined Benefit (Pension) · DOL Form 5500 · 2023
Interval Partners, LP Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $253,746
- Avg per participant Above avg balance/head
Official DOL plan name: Interval Partners, LP Cash Balance Plan · Sponsored by Interval Partners, LP · New York · Finance & Insurance
$5M in assets, 19 participants
Interval Partners, LP's Interval Partners, LP Cash Balance Plan reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,725 in Finance & Insurance (8,869 peers)
Interval Partners, LP multi-year trail
Interval Partners, LP's plans moved +58.8% in assets from 2022 to 2024; this filing shows Interval Partners, LP Cash Balance Plan at $5M / 19 participants.
- #2,725
- in Finance & Insurance (8,869 peers)
- +28.0%
- assets growth YoY
Interval Partners, LP Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers
Interval Partners, LP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,821,182 44th percentile higher than 44% 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
Interval Partners, LP Cash Balance Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interval Partners, LP Cash Balance Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Interval Partners, LP Cash Balance Plan reported net income rose from $774K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Interval Partners, LP Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Interval Partners, LP Cash Balance Plan reported participants rose from 17 in the plan year 2022 filing to 19 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454463208 · Interval Partners, LP PY 2023 · Defined Benefit (Pension)
Interval Partners, LP Cash Balance Plan · $5M · 19 · 44th
- VS-ST $5M
- VS-ST 19
- VS-ST 44th
- VS-ST Defined Benefit (Pension)
- VS-ST near Bunge North America, Inc. Decatur Processing Plant Employees' Pension Plan
- VS-ST ind #2725
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 →
Interval Partners, LP Cash Balance Plan in the asset neighbourhood
Interval Partners, LP multi-year asset trail
Sponsor-wide plan assets over time
All Interval Partners, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 58.78956589356039% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $4M |
| 2023 | 1 | 19 | $5M |
| 2024 | 1 | 32 | $6M |
Interval Partners, LP filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 454463208 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Interval Partners, LP 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 Bunge North America, Inc. Decatur Processing Plant Employees' Pension Plan in MO ($5M); by covered participants it is Aapex Community Pharmacy Defined Benefit Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Aapex Community Pharmacy Defined Benefit Plan (TX) 19 · 0 off
- Retirement Plan for Employees of the Ovid Bell Press, Inc. (MO) 19 · 0 off
- Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134 (IL) 19 · 0 off
- The Scott Fetzer Pension Plan for Hourly Employees of Wayne (OH) 19 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.