Defined Benefit (Pension) · DOL Form 5500 · 2023
J. Frank Associates, LLC Pension Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 187
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $131,170
- Avg per participant Near avg balance/head
Official DOL plan name: Joele Frank, Wilkinson Brimmer Katcher Vip Plan · Sponsored by J. Frank Associates, LLC · New York · Finance & Insurance
$25M in assets, 187 participants
J. Frank Associates, LLC's Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported $25M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,666 in Finance & Insurance (8,869 peers)
Coverage in New York
Joele Frank, Wilkinson Brimmer Katcher Vip Plan covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $25M.
- #5,666
- in Finance & Insurance (8,869 peers)
- +18.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Joele Frank, Wilkinson Brimmer Katcher Vip Plan's outsized position by total assets
Joele Frank, Wilkinson Brimmer Katcher Vip Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,528,817 Top 24% higher than 76% 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
Joele Frank, Wilkinson Brimmer Katcher Vip Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joele Frank, Wilkinson Brimmer Katcher Vip Plan sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported net income rose from $24K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Joele Frank, Wilkinson Brimmer Katcher Vip Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported participants rose from 159 in the plan year 2022 filing to 187 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 134072229 · J. Frank Associates, LLC PY 2023 · Defined Benefit (Pension)
Joele Frank, Wilkinson Brimmer Katcher Vip Plan · $25M · 187 · 76th
- NET $25M
- BOOK 187
- VS-ST 76th
- BOY Defined Benefit (Pension)
- SCH near Duf6 Pension Plan for Grandfathered Employees
- EBSA ind #5666
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 →
Joele Frank, Wilkinson Brimmer Katcher Vip Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 134072229 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Frank Associates, LLC)
Sponsor-wide plan assets over time
All J. Frank Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 42.69486238324295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 317 | $82M |
| 2023 | 1 | 187 | $25M |
| 2024 | 2 | 403 | $116M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Joele Frank, Wilkinson Brimmer Katcher Vip Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Duf6 Pension Plan for Grandfathered Employees in KY ($25M); by covered participants it is Pension Plan for Employees of York Hospital in ME (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- Pension Plan for Employees of York Hospital (ME) 187 · 0 off
- The Art Institute of Chicago Pension Plan (IL) 187 · 0 off
- Carpenters Local Union No. 345 Pension Fund (TN) 187 · 0 off
- Virginia Green Lawn Care Vip Plan (VA) 187 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.