Other · DOL Form 5500 · 2023

Jeffrey Puff Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
45th
Percentile by assets National rank
$226,717
Avg per participant Above avg balance/head
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Official DOL plan name: Puff Sierzega & Macfeeters LLC Tr · Sponsored by Jeffrey Puff · New Jersey · Professional & Technical Services

$5M in assets, 23 participants

Jeffrey Puff's Puff Sierzega & Macfeeters LLC Tr reported $5M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,751 in Professional & Technical Services (20,321 peers)

Jeffrey Puff multi-year trail

Jeffrey Puff's plans moved +31.8% in assets from 2022 to 2024; this filing shows Puff Sierzega & Macfeeters LLC Tr at $5M / 23 participants.

#8,751
in Professional & Technical Services (20,321 peers)
+7.5%
assets growth YoY

Puff Sierzega & Macfeeters LLC Tr's mid-pack asset rank among Professional & Technical Services and all filers

Puff Sierzega & Macfeeters LLC Tr vs every filed plan by assets

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

$5,214,500 45th percentile higher than 45% 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

Puff Sierzega & Macfeeters LLC Tr among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puff Sierzega & Macfeeters LLC Tr is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Puff Sierzega & Macfeeters LLC Tr reported net income rose from -$2M in the plan year 2022 filing to $365K in the plan year 2023 filing.
  • Puff Sierzega & Macfeeters LLC Tr end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Puff Sierzega & Macfeeters LLC Tr reported participants fell from 24 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222872738 · Jeffrey Puff PY 2023 · Other

Puff Sierzega & Macfeeters LLC Tr · $5M · 23 · 45th

  • EIN $5M
  • EIN 23
  • EIN 45th
  • EIN Other
  • EIN near The Whitney Academy, Inc. Tda Plan
  • EIN ind #8751

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 Jersey →

Puff Sierzega & Macfeeters LLC Tr in the asset neighbourhood

The Whitney Academy, Inc. Tda PlanThe Whitney Academy, Inc. Td…$5MUniversal Primary Care 403(b) PlanUniversal Primary Care 403(b…$5MSection 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) PlanSection 403(b) Retirement Pl…$5MPuff Sierzega & Macfeeters LLC TrPuff Sierzega & Macfeeters L…$5MCampus Child Care, Inc. 403(b) Retirement PlanCampus Child Care, Inc. 403(…$5M
End-of-year total assets ($M) among Puff Sierzega & Macfeeters LLC Tr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Jeffrey Puff multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey Puff plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.782133121259314% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.85M $6.39M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 24 $5M
2023 1 23 $5M
2024 1 17 $6M

Jeffrey Puff filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$365K
Employer EIN222872738
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

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

Puff Sierzega & Macfeeters LLC Tr vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Puff Sierzega & Macfeeters LLC Tr, Total assets ($B): 0.0052145 · Participants: 23Puff Sierzega & Macfeeters LLC TrPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Puff Sierzega & Macfeeters LLC Tr vs. nearby Other plans in New Jersey, assets vs. participants
Compare Puff Sierzega & Macfeeters LLC Tr side-by-side with 3 peers →

Puff Sierzega & Macfeeters LLC Tr's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Whitney Academy, Inc. Tda Plan in MA ($5M); by covered participants it is The Fresh Air Fund Tax Sheltered Annuity Plan in NY (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Puff Sierzega & Macfeeters LLC Tr assets move in 2023? ▼
Puff Sierzega & Macfeeters LLC Tr grew at a solid clip - up 7.5% during 2023, from $5M to $5M. Reported net income was $365K.
How have Jeffrey Puff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey Puff's sponsor-wide assets grew 31.8%, from $5M to $6M.
Which Other plans are similar in size to Puff Sierzega & Macfeeters LLC Tr? ▼
Among Other plans in other states, the closest by assets is The Whitney Academy, Inc. Tda Plan in MA ($5M, 167 participants).
Which Other plans cover a similar participant headcount to Puff Sierzega & Macfeeters LLC Tr? ▼
Among Other plans in other states, the closest by covered participants is The Fresh Air Fund Tax Sheltered Annuity Plan in NY (23 participants, $5M 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 222872738.

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.