Defined Benefit (Pension) · DOL Form 5500 · 2023

Marketing & Trade Consultants, Corp. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Marketing & Trade Consultants, Corp. Retirement Plan · Sponsored by Marketing & Trade Consultants, Corp. · New York · Professional & Technical Services

$4M in assets, 2 participants

Marketing & Trade Consultants, Corp.'s Marketing & Trade Consultants, Corp. Retirement Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,892 in Professional & Technical Services (20,321 peers)

Marketing & Trade Consultants, Corp. multi-year trail

Marketing & Trade Consultants, Corp.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Marketing & Trade Consultants, Corp. Retirement Plan at $4M / 2 participants.

#7,892
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Marketing & Trade Consultants, Corp. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Marketing & Trade Consultants, Corp. Retirement Plan vs every filed plan by assets

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

$4,247,876 41st percentile higher than 41% 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

Marketing & Trade Consultants, Corp. Retirement 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. Marketing & Trade Consultants, Corp. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marketing & Trade Consultants, Corp. Retirement Plan reported net income rose from -$938K in the plan year 2022 filing to $913K in the plan year 2023 filing.
  • Marketing & Trade Consultants, Corp. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132896322 · Marketing & Trade Consultants, Corp. PY 2023 · Defined Benefit (Pension)

Marketing & Trade Consultants, Corp. Retirement Plan · $4M · 2 · 41st

  • PHOTO $4M
  • PHOTO 2
  • PHOTO 41st
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Global Montello Group Corp. Pension Plan
  • PHOTO ind #7892

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 →

Marketing & Trade Consultants, Corp. Retirement Plan in the asset neighbourhood

Abarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension PlanAbarta Coca-Cola Beverages, …$4MAlmatis, Inc. Retirement Plan for Collectively Bargained EmployeesAlmatis, Inc. Retirement Pla…$4MMarketing & Trade Consultants, Corp. Retirement PlanMarketing & Trade Consultant…$4MGlobal Montello Group Corp. Pension PlanGlobal Montello Group Corp. …$4MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$4M
End-of-year total assets ($M) among Marketing & Trade Consultants, Corp. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Marketing & Trade Consultants, Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Marketing & Trade Consultants, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.208059346148886% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.34M $4.74M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $5M

Marketing & Trade Consultants, Corp. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$913K
Employer EIN132896322
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Marketing & Trade Consultants, Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Marketing & Trade Consultants, Corp. Retirement Plan, Total assets ($B): 0.004247876 · Participants: 2Marketing & Trade Consultants, Corp. Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Marketing & Trade Consultants, Corp. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Marketing & Trade Consultants, Corp. Retirement Plan side-by-side with 3 peers →

Marketing & Trade Consultants, Corp. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Global Montello Group Corp. Pension Plan in MA ($4M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (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 Marketing & Trade Consultants, Corp. Retirement Plan assets move in 2023? ▼
Marketing & Trade Consultants, Corp. Retirement Plan grew sharply - up 27.4% during 2023, from $3M to $4M. Reported net income was $913K.
How have Marketing & Trade Consultants, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marketing & Trade Consultants, Corp.'s sponsor-wide assets grew 42.2%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Marketing & Trade Consultants, Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Global Montello Group Corp. Pension Plan in MA ($4M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Marketing & Trade Consultants, Corp. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 132896322.

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.