Money Purchase · DOL Form 5500 · 2023

Stacey Braun Associates, Inc. Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
16
Participants Small participant base
59th
Percentile by assets National rank
$645,998
Avg per participant High balance/head
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Official DOL plan name: Stacey Braun Associates, Inc. Profit Sharing Plan · Sponsored by Stacey Braun Associates, Inc. · New York · Finance & Insurance

$10M in assets, 16 participants

Stacey Braun Associates, Inc.'s Stacey Braun Associates, Inc. Profit Sharing Plan reported $10M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,911 in Finance & Insurance (8,869 peers)

Stacey Braun Associates, Inc. multi-year trail

Stacey Braun Associates, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Stacey Braun Associates, Inc. Profit Sharing Plan at $10M / 16 participants.

#3,911
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY

Stacey Braun Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Stacey Braun Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,335,962 Top 41% higher than 59% 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

Stacey Braun Associates, Inc. Profit Sharing 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. Stacey Braun Associates, Inc. Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stacey Braun Associates, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stacey Braun Associates, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Stacey Braun Associates, Inc. Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132889432 · Stacey Braun Associates, Inc. PY 2023 · Money Purchase

Stacey Braun Associates, Inc. Profit Sharing Plan · $10M · 16 · 59th

  • PHOTO $10M
  • PHOTO 16
  • PHOTO 59th
  • PHOTO Money Purchase
  • PHOTO near Pan-O-Gold Baking Co. Retirement Plan
  • PHOTO ind #3911

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 →

Stacey Braun Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Stacey Braun Associates, Inc. Profit Sharing PlanStacey Braun Associates, Inc…$10MPan-O-Gold Baking Co. Retirement PlanPan-O-Gold Baking Co. Retire…$10MMarine Maintenance Staff Pension PlanMarine Maintenance Staff Pen…$10MWindes, Inc. Money Purchase Pension Plan IIWindes, Inc. Money Purchase …$10MSouthern Mississippi Planning and Development District Defined Contribution Pension PlanSouthern Mississippi Plannin…$10M
End-of-year total assets ($M) among Stacey Braun Associates, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Stacey Braun Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stacey Braun Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.45151171768918% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.83M $11.8M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 15 $9M
2023 1 16 $10M
2024 1 16 $12M

Stacey Braun Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN132889432
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Stacey Braun Associates, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stacey Braun Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.010335962 · Participants: 16Stacey Braun Associates, Inc. Profit Sharing PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Stacey Braun Associates, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Stacey Braun Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stacey Braun Associates, Inc. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Pan-O-Gold Baking Co. Retirement Plan in MN ($10M); by covered participants it is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Stacey Braun Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Stacey Braun Associates, Inc. Profit Sharing Plan grew sharply - up 17.1% during 2023, from $9M to $10M. Reported net income was $2M.
How have Stacey Braun Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stacey Braun Associates, Inc.'s sponsor-wide assets grew 33.5%, from $9M to $12M.
Which Money Purchase plans are similar in size to Stacey Braun Associates, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pan-O-Gold Baking Co. Retirement Plan in MN ($10M, 166 participants).
Which Money Purchase plans cover a similar participant headcount to Stacey Braun Associates, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ (16 participants, $4M 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 132889432.

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.