Defined Benefit (Pension) · DOL Form 5500 · 2023

Bridgeport Trading Inc Pension Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$427,801
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bridgeport Trading Inc. Defined Benefit Plan · Sponsored by Bridgeport Trading Inc · New York · Wholesale Trade

$856K in assets, 2 participants

Bridgeport Trading Inc's Bridgeport Trading Inc. Defined Benefit Plan reported $856K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #764 in Wholesale Trade (6,309 peers)

Bridgeport Trading Inc multi-year trail

Bridgeport Trading Inc's plans moved +30.4% in assets from 2022 to 2024; this filing shows Bridgeport Trading Inc. Defined Benefit Plan at $856K / 2 participants.

#764
in Wholesale Trade (6,309 peers)
+2.0%
assets growth YoY

Bridgeport Trading Inc. Defined Benefit Plan among the smaller filed plans by assets

Bridgeport Trading Inc. Defined Benefit Plan vs every filed plan by assets

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

$855,602 22nd percentile higher than 22% 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

Bridgeport Trading Inc. Defined Benefit 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. Bridgeport Trading Inc. Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bridgeport Trading Inc. Defined Benefit Plan reported net income fell from $86K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Bridgeport Trading Inc. Defined Benefit Plan end-of-year assets rose from $839K in the plan year 2022 filing to $856K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464600352 · Bridgeport Trading Inc PY 2023 · Defined Benefit (Pension)

Bridgeport Trading Inc. Defined Benefit Plan · $856K · 2 · 22nd

  • RANK $856K
  • PHOTO 2
  • IND 22nd
  • EOY Defined Benefit (Pension)
  • 5500 near Terry Roberts Site Work, Inc. Cash Balance Plan
  • ASSETS ind #764

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 Wholesale Trade retirement plans → · Plans in New York →

Bridgeport Trading Inc. Defined Benefit Plan in the asset neighbourhood

Bridgeport Trading Inc. Defined Benefit PlanBridgeport Trading Inc. Defi…$856KTerry Roberts Site Work, Inc. Cash Balance PlanTerry Roberts Site Work, Inc…$856KTim Allen Enterprise, Inc. Cash Balance PlanTim Allen Enterprise, Inc. C…$856KLaser Esthetica a Medical Corporation Defined Benefit Pension PlanLaser Esthetica a Medical Co…$857KFuture Industrial Technologies, Inc. Defined Benefit Pension PlanFuture Industrial Technologi…$858K
End-of-year total assets ($M) among Bridgeport Trading Inc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bridgeport Trading Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bridgeport Trading Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.435062542699654% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.84M $1.09M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 2 $839K
2023 1 2 $856K
2024 1 2 $1M

Bridgeport Trading Inc filing trail (2023)

Total Assets (Beginning of Year)$839K
Net Assets (End of Year)$856K
Net Income$17K
Employer EIN464600352
Plan Effective Date2006-01-01
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.

Bridgeport Trading Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bridgeport Trading Inc. Defined Benefit Plan, Total assets ($B): 0.000855602 · Participants: 2Bridgeport Trading Inc. Defined Benefit 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
Bridgeport Trading Inc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bridgeport Trading Inc. Defined Benefit Plan side-by-side with 3 peers →

Bridgeport Trading Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Terry Roberts Site Work, Inc. Cash Balance Plan in FL ($856K); 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 Bridgeport Trading Inc. Defined Benefit Plan assets move in 2023? ▼
Bridgeport Trading Inc. Defined Benefit Plan edged up modestly - up 2.0% during 2023, from $839K to $856K. Reported net income was $17K.
How have Bridgeport Trading Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bridgeport Trading Inc's sponsor-wide assets grew 30.4%, from $839K to $1M.
Where does Bridgeport Trading Inc. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Bridgeport Trading Inc. Defined Benefit Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Bridgeport Trading Inc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Terry Roberts Site Work, Inc. Cash Balance Plan in FL ($856K, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bridgeport Trading Inc. Defined Benefit 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 464600352.

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.