Money Purchase · DOL Form 5500 · 2023

Nelson J Sack PC Pension Plan Money Purchase Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$133,921
Avg per participant Near avg balance/head
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Official DOL plan name: Nelson J. Sack PC Pension Plan · Sponsored by Nelson J Sack PC Pension Plan · Pennsylvania · Professional & Technical Services

$268K in assets, 2 participants

Nelson J Sack PC Pension Plan's Nelson J. Sack PC Pension Plan reported $268K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,999 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Nelson J. Sack PC Pension Plan holds $268K for 2 participants - about $133,921 per participant, among the smaller plans by assets on file.

#1,999
in Professional & Technical Services (20,321 peers)
+4.8%
assets growth YoY

Nelson J. Sack PC Pension Plan among the smaller filed plans by assets

Nelson J. Sack PC Pension Plan vs every filed plan by assets

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

$267,841 13th percentile higher than 13% 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

Nelson J. Sack PC Pension 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. Nelson J. Sack PC Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nelson J. Sack PC Pension Plan reported net income rose from -$29K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Nelson J. Sack PC Pension Plan end-of-year assets rose from $255K in the plan year 2022 filing to $268K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232221469 · Nelson J Sack PC Pension Plan PY 2023 · Money Purchase

Nelson J. Sack PC Pension Plan · $268K · 2 · 13th

  • SCH $268K
  • SCH 2
  • SCH 13th
  • SCH Money Purchase
  • SCH near Cohen, Frankel & Ruggiero LLP-Money Purchase Plan
  • SCH ind #1999

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 Pennsylvania →

Nelson J. Sack PC Pension Plan in the asset neighbourhood

Arkansas AFL-CIO Employee Retirement PlanArkansas AFL-CIO Employee Re…$275KNelson J. Sack PC Pension PlanNelson J. Sack PC Pension Pl…$268KCohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$268KJjsl Group, Psc Retirement PlanJjsl Group, Psc Retirement P…$264KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$264K
End-of-year total assets ($M) among Nelson J. Sack PC Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$255K
Net Assets (End of Year)$268K
Net Income$12K
Employer EIN232221469
Plan Effective Date1982-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Nelson J Sack PC Pension Plan)

Sponsor-wide plan assets over time

All Nelson J Sack PC Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$272K 6.642478042365319% vs 2022
2024 filing year
$0.26M$0.26M$0.27M$0.27M$0.28M 202220232024 $0.26M $0.27M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 2 $255K
2023 1 2 $268K
2024 1 2 $272K

Nearby Money Purchase Plans in Pennsylvania

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

Nelson J. Sack PC Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Nelson J. Sack PC Pension Plan, Total assets ($M): 0.267841 · Participants: 2Nelson J. Sack PC Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Nelson J. Sack PC Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Nelson J. Sack PC Pension Plan side-by-side with 3 peers →

Nelson J. Sack PC Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($268K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Nelson J. Sack PC Pension Plan assets move in 2023? ▼
Nelson J. Sack PC Pension Plan edged up modestly - up 4.8% during 2023, from $255K to $268K. Reported net income was $12K.
How have Nelson J Sack PC Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson J Sack PC Pension Plan's sponsor-wide assets grew 6.6%, from $255K to $272K.
Where does Nelson J. Sack PC Pension Plan rank by assets among Form 5500 filers? ▼
Nelson J. Sack PC Pension Plan ranks in the 13th 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 Nelson J. Sack PC Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in NY ($268K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Nelson J. Sack PC Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 232221469.

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.