Money Purchase · DOL Form 5500 · 2023

Blitman & King, LLP Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
35
Participants Small participant base
76th
Percentile by assets National rank
$712,194
Avg per participant High balance/head
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Official DOL plan name: Blitman & King, LLP Retirement Plan · Sponsored by Blitman & King, LLP · New York · Professional & Technical Services

$25M in assets, 35 participants

Blitman & King, LLP's Blitman & King, LLP Retirement Plan reported $25M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,588 in Professional & Technical Services (20,321 peers)

Where Blitman & King, LLP Retirement Plan sits by assets

Blitman & King, LLP Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 35 participants (~$712,194/participant), up 12.1% in 2023.

#15,588
in Professional & Technical Services (20,321 peers)
+12.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Blitman & King, LLP Retirement Plan's outsized position by total assets

Blitman & King, LLP Retirement Plan vs every filed plan by assets

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

$24,926,805 Top 24% higher than 76% 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

Blitman & King, LLP Retirement 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. Blitman & King, LLP Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blitman & King, LLP Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Blitman & King, LLP Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Blitman & King, LLP Retirement Plan reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161047304 · Blitman & King, LLP PY 2023 · Money Purchase

Blitman & King, LLP Retirement Plan · $25M · 35 · 76th

  • PCT $25M
  • EIN 35
  • RANK 76th
  • PHOTO Money Purchase
  • IND near University of Maryland Surgical Associates, P.a. Pension Plan
  • EOY ind #15588

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 →

Blitman & King, LLP Retirement Plan in the asset neighbourhood

The National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$25MBlitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$25MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$25MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25MRetirement Plan for Clerical and Maintenance Employees of the University of ScrantonRetirement Plan for Clerical…$25M
End-of-year total assets ($M) among Blitman & King, LLP Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN161047304
Plan Effective Date1966-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Blitman & King, LLP)

Sponsor-wide plan assets over time

All Blitman & King, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 20.648409364764163% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.2M $26.8M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 33 $22M
2023 1 35 $25M
2024 1 37 $27M

Nearby Money Purchase Plans in New York

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

Blitman & King, LLP Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Blitman & King, LLP Retirement Plan, Total assets ($B): 0.024926805 · Participants: 35Blitman & King, LLP Retirement 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
Blitman & King, LLP Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Blitman & King, LLP Retirement Plan side-by-side with 3 peers →

Blitman & King, LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is University of Maryland Surgical Associates, P.a. Pension Plan in MD ($25M); by covered participants it is Meadows Foundation, Incorporated Money Purchase Pension Plan in TX (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Blitman & King, LLP Retirement Plan assets move in 2023? ▼
Blitman & King, LLP Retirement Plan grew at a solid clip - up 12.1% during 2023, from $22M to $25M. Reported net income was $3M.
How have Blitman & King, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blitman & King, LLP's sponsor-wide assets grew 20.6%, from $22M to $27M.
Where does Blitman & King, LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Blitman & King, LLP Retirement Plan ranks in the 76th 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 Blitman & King, LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is University of Maryland Surgical Associates, P.a. Pension Plan in MD ($25M, 75 participants).
Which Money Purchase plans cover a similar participant headcount to Blitman & King, LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Meadows Foundation, Incorporated Money Purchase Pension Plan in TX (35 participants, $13M 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 161047304.

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.