Defined Benefit (Pension) · DOL Form 5500 · 2023

Alan Tajerstein Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 5
Participants Small participant base: 26th
Percentile by assets National rank: $255,054
Avg per participant Above avg balance/head

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Official DOL plan name: Alan Tajerstein Pension Plan · Sponsored by Alan Tajerstein · New York · Healthcare & Social Assistance

$1M in assets, 5 participants

Alan Tajerstein's Alan Tajerstein Pension Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#3,922 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Alan Tajerstein Pension Plan grew sharply 20.6% in 2023 ($1M → $1M) for 5 participants.

#3,922
in Healthcare & Social Assistance (17,684 peers): +20.6%
assets growth YoY

Alan Tajerstein Pension Plan among the smaller filed plans by assets

Alan Tajerstein Pension Plan vs every filed plan by assets

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

$1,275,269 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Alan Tajerstein 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. Alan Tajerstein Pension Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Alan Tajerstein Pension Plan reported net income rose from $144K in the plan year 2022 filing to $218K in the plan year 2023 filing.
Alan Tajerstein Pension 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 →

DOL schedule card

Filing strip 113412469 · Alan Tajerstein PY 2023 · Defined Benefit (Pension)

Alan Tajerstein Pension Plan · $1M · 5 · 26th

EOY $1M
EOY 5
EOY 26th
EOY Defined Benefit (Pension)
EOY near Raymond W M Cheung, M.D.Apmc Defined Benefit Plan
EOY ind #3922

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Alan Tajerstein Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alan Tajerstein years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$1M
2023	1	5	$1M
2024	1	5	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$218K
Employer EIN	113412469
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Alan Tajerstein Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Alan Tajerstein Pension Plan side-by-side with 3 peers →

Alan Tajerstein Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Raymond W M Cheung, M.D.Apmc Defined Benefit Plan in CA ($1M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Raymond W M Cheung, M.D.Apmc Defined Benefit Plan (CA) $1M · 4
F. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit Plan (CA) $1M · 50
Ma LLP Cash Balance Plan (CA) $1M · 7
Fmc Puerto Rico Retirement Plan (TX) $1M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust (FL) 5 · 0 off
Atlantis Dental Care Cash Balance Plan (ID) 5 · 0 off
Algernon Inc Defined Benefit Pension Plan (CA) 5 · 0 off
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan (FL) 5 · 0 off

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 Alan Tajerstein Pension Plan assets move in 2023? ▼

Alan Tajerstein Pension Plan grew sharply - up 20.6% during 2023, from $1M to $1M. Reported net income was $218K.

Which Defined Benefit (Pension) plans are similar in size to Alan Tajerstein Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Raymond W M Cheung, M.D.Apmc Defined Benefit Plan in CA ($1M, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Alan Tajerstein Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 113412469.