Defined Benefit (Pension) · DOL Form 5500 · 2023

Amd & Associates, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$419,368
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amd & Associates, Inc. Cash Balance Plan · Sponsored by Amd & Associates, Inc. · New York · Construction

$2M in assets, 5 participants

Amd & Associates, Inc.'s Amd & Associates, Inc. Cash Balance Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,599 in Construction (9,030 peers)

Amd & Associates, Inc. multi-year trail

Amd & Associates, Inc.'s plans moved -28.6% in assets from 2022 to 2024; this filing shows Amd & Associates, Inc. Cash Balance Plan at $2M / 5 participants.

#2,599
in Construction (9,030 peers)
+18.4%
assets growth YoY

Amd & Associates, Inc. Cash Balance Plan among the smaller filed plans by assets

Amd & Associates, Inc. Cash Balance Plan vs every filed plan by assets

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

$2,096,840 31st percentile higher than 31% 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

Amd & Associates, Inc. Cash Balance 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. Amd & Associates, Inc. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amd & Associates, Inc. Cash Balance Plan reported net income rose from $104K in the plan year 2022 filing to $326K in the plan year 2023 filing.
  • Amd & Associates, Inc. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113428926 · Amd & Associates, Inc. PY 2023 · Defined Benefit (Pension)

Amd & Associates, Inc. Cash Balance Plan · $2M · 5 · 31st

  • EBSA $2M
  • EBSA 5
  • EBSA 31st
  • EBSA Defined Benefit (Pension)
  • EBSA near Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan
  • EBSA ind #2599

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 Construction retirement plans → · Plans in New York →

Amd & Associates, Inc. Cash Balance Plan in the asset neighbourhood

Amd & Associates, Inc. Cash Balance PlanAmd & Associates, Inc. Cash …$2MOscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension PlanOscar L. Chien, M.D. a Prof.…$2MMarble One Defined Benefit Pension PlanMarble One Defined Benefit P…$2MM Properties, Inc. Defined Benefit Pension PlanM Properties, Inc. Defined B…$2MIcahn Associates Holding LLC Pension PlanIcahn Associates Holding LLC…$2M
End-of-year total assets ($M) among Amd & Associates, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Amd & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amd & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.59489738265398% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.45M $2.46M ▼ -28.7%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $4M
2024 2 11 $2M

Amd & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$326K
Employer EIN113428926
Plan Effective Date2015-01-01
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.

Amd & Associates, 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 ($B) Participants Amd & Associates, Inc. Cash Balance Plan, Total assets ($B): 0.00209684 · Participants: 5Amd & Associates, 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
Amd & Associates, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Amd & Associates, Inc. Cash Balance Plan side-by-side with 3 peers →

Amd & Associates, 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 Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan in CA ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Amd & Associates, Inc. Cash Balance Plan assets move in 2023? ▼
Amd & Associates, Inc. Cash Balance Plan grew sharply - up 18.4% during 2023, from $2M to $2M. Reported net income was $326K.
How have Amd & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amd & Associates, Inc.'s sponsor-wide assets declined 28.6%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Amd & Associates, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amd & Associates, Inc. Cash Balance 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 113428926.

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.