Money Purchase · DOL Form 5500 · 2023

Steinhardt Management Co., Inc. Money Purchase Plan

Data updated 2026-08-25

$617K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$88,145
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steinhardt Management Company, Inc. Money Purchase Plan · Sponsored by Steinhardt Management Co., Inc. · New York · Professional & Technical Services

$617K in assets, 7 participants

Steinhardt Management Co., Inc.'s Steinhardt Management Company, Inc. Money Purchase Plan reported $617K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,979 in Professional & Technical Services (20,321 peers)

Steinhardt Management Co., Inc. multi-year trail

Steinhardt Management Co., Inc.'s plans moved -31.0% in assets from 2022 to 2024; this filing shows Steinhardt Management Company, Inc. Money Purchase Plan at $617K / 7 participants.

#2,979
in Professional & Technical Services (20,321 peers)
-47.8%
assets change YoY

The plan reported a net loss of $565K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steinhardt Management Company, Inc. Money Purchase Plan among the smaller filed plans by assets

Steinhardt Management Company, Inc. Money Purchase Plan vs every filed plan by assets

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

$617,016 20th percentile higher than 20% 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

Steinhardt Management Company, Inc. Money Purchase 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. Steinhardt Management Company, Inc. Money Purchase Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steinhardt Management Company, Inc. Money Purchase Plan reported net income fell from -$169K in the plan year 2022 filing to -$565K in the plan year 2023 filing.
  • Steinhardt Management Company, Inc. Money Purchase Plan end-of-year assets fell from $1M in the plan year 2022 filing to $617K in the plan year 2023 filing.
  • Steinhardt Management Company, Inc. Money Purchase Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132612259 · Steinhardt Management Co., Inc. PY 2023 · Money Purchase

Steinhardt Management Company, Inc. Money Purchase Plan · $617K · 7 · 20th

  • EOY $617K
  • 5500 7
  • ASSETS 20th
  • PCT Money Purchase
  • EIN near Retirement Plan of Constance Prosser Burrell Descendents Trust
  • RANK ind #2979

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 Professional & Technical Services retirement plans → · Plans in New York →

Steinhardt Management Company, Inc. Money Purchase Plan in the asset neighbourhood

Steinhardt Management Company, Inc. Money Purchase PlanSteinhardt Management Compan…$617KRetirement Plan of Constance Prosser Burrell Descendents TrustRetirement Plan of Constance…$620KAmerican Alarm Corporation 4015American Alarm Corporation 4…$622KKevin Knopf Money Purchase Plan & TrustKevin Knopf Money Purchase P…$612KRmk Farms Inc. Employee Money Purchase Pension PlanRmk Farms Inc. Employee Mone…$610K
End-of-year total assets ($M) among Steinhardt Management Company, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Steinhardt Management Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steinhardt Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.01339981191702% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $10.7M $7.37M ▼ -31.0%
Year Plans Participants Total Assets
2022 2 18 $11M
2023 2 14 $6M
2024 2 14 $7M

Steinhardt Management Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$617K
Net Income-$565K
Employer EIN132612259
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Steinhardt Management Company, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Steinhardt Management Company, Inc. Money Purchase Plan, Total assets ($B): 0.000617016 · Participants: 7Steinhardt Management Company, Inc. Money Purchase 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
Steinhardt Management Company, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Steinhardt Management Company, Inc. Money Purchase Plan side-by-side with 3 peers →

Steinhardt Management Company, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Retirement Plan of Constance Prosser Burrell Descendents Trust in PA ($620K); by covered participants it is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Steinhardt Management Company, Inc. Money Purchase Plan assets move in 2023? ▼
Steinhardt Management Company, Inc. Money Purchase Plan contracted severely - down 47.8% during 2023, from $1M to $617K. Reported net income was -$565K.
How have Steinhardt Management Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steinhardt Management Co., Inc.'s sponsor-wide assets declined 31.0%, from $11M to $7M.
Where does Steinhardt Management Company, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Steinhardt Management Company, Inc. Money Purchase Plan ranks in the 20th 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 Money Purchase plans are similar in size to Steinhardt Management Company, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Constance Prosser Burrell Descendents Trust in PA ($620K, 14 participants).
Which Money Purchase plans cover a similar participant headcount to Steinhardt Management Company, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (7 participants, $299K 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 132612259.

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.