Money Purchase · DOL Form 5500 · 2023

Board of Trustees Doctors Council Annuity Fund 2 Money Purchase Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
97
Participants Small participant base
77th
Percentile by assets National rank
$264,247
Avg per participant High balance/head
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Official DOL plan name: Doctors Council Annuity Fund 2 · Sponsored by Board of Trustees Doctors Council Annuity Fund 2 · New York · Finance & Insurance

$26M in assets, 97 participants

Board of Trustees Doctors Council Annuity Fund 2's Doctors Council Annuity Fund 2 reported $26M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,749 in Finance & Insurance (8,869 peers)

Where Doctors Council Annuity Fund 2 sits by assets

Doctors Council Annuity Fund 2 sits in the top quartile of all filed plans by assets, $26M for 97 participants (~$264,247/participant), up 7.9% in 2023.

#5,749
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Doctors Council Annuity Fund 2's outsized position by total assets

Doctors Council Annuity Fund 2 vs every filed plan by assets

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

$25,631,971 Top 23% higher than 77% 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

Doctors Council Annuity Fund 2 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doctors Council Annuity Fund 2 is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doctors Council Annuity Fund 2 reported net income rose from -$805K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Doctors Council Annuity Fund 2 end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Doctors Council Annuity Fund 2 reported participants fell from 100 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134142891 · Board of Trustees Doctors Council Annuity Fund 2 PY 2023 · Money Purchase

Doctors Council Annuity Fund 2 · $26M · 97 · 77th

  • ASSETS $26M
  • PCT 97
  • EIN 77th
  • RANK Money Purchase
  • PHOTO near The Pga of America Employees Retirement Plan (a Money Purchase Plan)
  • IND ind #5749

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 →

Doctors Council Annuity Fund 2 in the asset neighbourhood

Community Action Partnership of Kern 401(a) PlanCommunity Action Partnership…$26MInternational Association of Heat and Frost Insulators & Allied Workers Local #3 Pension PlanInternational Association of…$26MDoctors Council Annuity Fund 2Doctors Council Annuity Fund…$26MThe Pga of America Employees Retirement Plan (a Money Purchase Plan)The Pga of America Employees…$26MSouthwestern PA Human Services, Inc. Tax Sheltered Annuity PlanSouthwestern PA Human Servic…$25M
End-of-year total assets ($M) among Doctors Council Annuity Fund 2 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN134142891
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Doctors Council Annuity Fund 2)

Sponsor-wide plan assets over time

All Board of Trustees Doctors Council Annuity Fund 2 plans reported in each filing year

Latest sponsor-wide plan assets
$28M 18.05604029883107% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.8M $28M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 100 $24M
2023 1 97 $26M
2024 1 90 $28M

Nearby Money Purchase Plans in New York

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

Doctors Council Annuity Fund 2 vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Doctors Council Annuity Fund 2, Total assets ($B): 0.025631971 · Participants: 97Doctors Council Annuity Fund 2Tiaa 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
Doctors Council Annuity Fund 2 vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Doctors Council Annuity Fund 2 side-by-side with 3 peers →

Doctors Council Annuity Fund 2's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($26M); by covered participants it is State of the Art, Inc. Money Purchase Pension Plan in PA (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Doctors Council Annuity Fund 2 assets move in 2023? ▼
Doctors Council Annuity Fund 2 grew at a solid clip - up 7.9% during 2023, from $24M to $26M. Reported net income was $2M.
How have Board of Trustees Doctors Council Annuity Fund 2 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Doctors Council Annuity Fund 2's sponsor-wide assets grew 18.1%, from $24M to $28M.
Where does Doctors Council Annuity Fund 2 rank by assets among Form 5500 filers? ▼
Doctors Council Annuity Fund 2 ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Doctors Council Annuity Fund 2? ▼
Among Money Purchase plans in other states, the closest by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($26M, 492 participants).
Which Money Purchase plans cover a similar participant headcount to Doctors Council Annuity Fund 2? ▼
Among Money Purchase plans in other states, the closest by covered participants is State of the Art, Inc. Money Purchase Pension Plan in PA (97 participants, $24M 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 134142891.

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.