Defined Benefit (Pension) · DOL Form 5500 · 2023

Simon Agency Ny, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
26th
Percentile by assets National rank
$88,195
Avg per participant Below avg balance/head
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Official DOL plan name: Simon Agency Ny, Inc. Cash Balance Plan · Sponsored by Simon Agency Ny, Inc. · New York · Finance & Insurance

$1M in assets, 14 participants

Simon Agency Ny, Inc.'s Simon Agency Ny, Inc. Cash Balance Plan reported $1M in total assets and 14 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.

  • #1,483 in Finance & Insurance (8,869 peers)

Simon Agency Ny, Inc. multi-year trail

Simon Agency Ny, Inc.'s plans moved +94.8% in assets from 2022 to 2023; this filing shows Simon Agency Ny, Inc. Cash Balance Plan at $1M / 14 participants.

#1,483
in Finance & Insurance (8,869 peers)
+94.8%
assets growth YoY

Simon Agency Ny, Inc. Cash Balance Plan among the smaller filed plans by assets

Simon Agency Ny, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,234,730 26th percentile higher than 26% 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

Simon Agency Ny, Inc. Cash Balance 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. Simon Agency Ny, Inc. Cash Balance Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simon Agency Ny, Inc. Cash Balance Plan reported net income rose from -$162K in the plan year 2022 filing to $601K in the plan year 2023 filing.
  • Simon Agency Ny, Inc. Cash Balance Plan end-of-year assets rose from $634K 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 112535445 · Simon Agency Ny, Inc. PY 2023 · Defined Benefit (Pension)

Simon Agency Ny, Inc. Cash Balance Plan · $1M · 14 · 26th

  • PCT $1M
  • PCT 14
  • PCT 26th
  • PCT Defined Benefit (Pension)
  • PCT near Levin Law Group, a Professional Law Corporation Cash Balance Plan
  • PCT ind #1483

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 Finance & Insurance retirement plans → · Plans in New York →

Simon Agency Ny, Inc. Cash Balance Plan in the asset neighbourhood

Ronnie Dunavant Insurance AgencyRonnie Dunavant Insurance Ag…$1MForex Cargo (Cal), Inc. Defined Benefit Pension PlanForex Cargo (Cal), Inc. Defi…$1MSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$1MLevin Law Group, a Professional Law Corporation Cash Balance PlanLevin Law Group, a Professio…$1MEdgewater Rocket Science Music Inc Defined Benefit Pension PlanEdgewater Rocket Science Mus…$1M
End-of-year total assets ($M) among Simon Agency Ny, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Simon Agency Ny, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Simon Agency Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 94.82949874477119% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 20222023 $0.63M $1.23M ▲ +95.2%
Year Plans Participants Total Assets
2022 1 14 $634K
2023 1 14 $1M

Simon Agency Ny, Inc. filing trail (2023)

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)$1M
Net Income$601K
Employer EIN112535445
Plan Effective Date2016-01-01
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.

Simon Agency Ny, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Simon Agency Ny, Inc. Cash Balance Plan, Total assets ($B): 0.00123473 · Participants: 14Simon Agency Ny, Inc. Cash Balance 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
Simon Agency Ny, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Simon Agency Ny, Inc. Cash Balance Plan side-by-side with 3 peers →

Simon Agency Ny, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Levin Law Group, a Professional Law Corporation Cash Balance Plan in CA ($1M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Simon Agency Ny, Inc. Cash Balance Plan assets move in 2023? ▼
Simon Agency Ny, Inc. Cash Balance Plan surged - up 94.8% during 2023, from $634K to $1M. Reported net income was $601K.
How have Simon Agency Ny, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Simon Agency Ny, Inc.'s sponsor-wide assets grew 94.8%, from $634K to $1M.
Which Defined Benefit (Pension) plans are similar in size to Simon Agency Ny, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Levin Law Group, a Professional Law Corporation Cash Balance Plan in CA ($1M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Simon Agency Ny, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A 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 112535445.

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.