Money Purchase · DOL Form 5500 · 2023

Tami Meyerson Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Tami Meyerson Money Purchase Plan · Sponsored by Tami Meyerson · New York · Professional & Technical Services

$1M in assets, 1 participants

Tami Meyerson's Tami Meyerson Money Purchase Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,933 in Professional & Technical Services (20,321 peers)

Tami Meyerson multi-year trail

Tami Meyerson's plans moved +41.3% in assets from 2022 to 2024; this filing shows Tami Meyerson Money Purchase Plan at $1M / 1 participant.

#3,933
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY

Tami Meyerson Money Purchase Plan among the smaller filed plans by assets

Tami Meyerson Money Purchase Plan vs every filed plan by assets

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

$1,052,588 24th percentile higher than 24% 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

Tami Meyerson Money Purchase 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. Tami Meyerson Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tami Meyerson Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 900760298 · Tami Meyerson PY 2023 · Money Purchase

Tami Meyerson Money Purchase Plan · $1M · 1 · 24th

  • BOY $1M
  • BOY 1
  • BOY 24th
  • BOY Money Purchase
  • BOY near Lynn Animal Hospital Pension Plan
  • BOY ind #3933

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 York →

Tami Meyerson Money Purchase Plan in the asset neighbourhood

Mccormick Kennedy & Robinson PC Employee Pension Benefit PlanMccormick Kennedy & Robinson…$1MTami Meyerson Money Purchase PlanTami Meyerson Money Purchase…$1MLynn Animal Hospital Pension PlanLynn Animal Hospital Pension…$1MTeamsters Local 344 Officers, Business Agents & Employees Severance Pay PlanTeamsters Local 344 Officers…$1MNeil Strefling, P.C., Ept$1M
End-of-year total assets ($M) among Tami Meyerson Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tami Meyerson multi-year asset trail

Sponsor-wide plan assets over time

All Tami Meyerson plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.33011309414267% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.72M ▲ +40.9%
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 $4M

Tami Meyerson filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$44K
Employer EIN900760298
Plan Effective Date2001-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Tami Meyerson Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Tami Meyerson Money Purchase Plan, Total assets ($B): 0.001052588 · Participants: 1Tami Meyerson Money Purchase PlanTiaa 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
Tami Meyerson Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Tami Meyerson Money Purchase Plan side-by-side with 3 peers →

Tami Meyerson Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Lynn Animal Hospital Pension Plan in MD ($1M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Tami Meyerson Money Purchase Plan assets move in 2023? ▼
Tami Meyerson Money Purchase Plan edged up modestly - up 4.3% during 2023, from $1M to $1M. Reported net income was $44K.
How have Tami Meyerson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tami Meyerson's sponsor-wide assets grew 41.3%, from $3M to $4M.
Where does Tami Meyerson Money Purchase Plan rank by assets among Form 5500 filers? ▼
Tami Meyerson Money Purchase Plan ranks in the 24th 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 Tami Meyerson Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lynn Animal Hospital Pension Plan in MD ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Tami Meyerson Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 900760298.

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.