Money Purchase · DOL Form 5500 · 2023

Georgetown Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$759K
Total assets Small plan by assets: N/A
Participants Small participant base: 21st
Percentile by assets National rank

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Official DOL plan name: The Georgetown Group, Inc. Money Purchase Plan · Sponsored by Georgetown Group, Inc. · New York · Real Estate

$759K in assets, N/A participants

Georgetown Group, Inc.'s The Georgetown Group, Inc. Money Purchase Plan reported $759K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#1,757 in Real Estate (4,727 peers)

Georgetown Group, Inc. multi-year trail

Georgetown Group, Inc.'s plans moved -27.8% in assets from 2022 to 2024; this filing shows The Georgetown Group, Inc. Money Purchase Plan at $759K / N/A participants.

#1,757
in Real Estate (4,727 peers): -7.4%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Georgetown Group, Inc. Money Purchase Plan among the smaller filed plans by assets

The Georgetown Group, Inc. Money Purchase Plan vs every filed plan by assets

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

$758,963 21st percentile higher than 21% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Georgetown Group, Inc. Money Purchase Plan reported net income fell from -$16K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
The Georgetown Group, Inc. Money Purchase Plan end-of-year assets fell from $819K in the plan year 2022 filing to $759K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132961281 · Georgetown Group, Inc. PY 2023 · Money Purchase

The Georgetown Group, Inc. Money Purchase Plan · $759K · N/A · 21st

ASSETS $759K
ASSETS N/A
ASSETS 21st
ASSETS Money Purchase
ASSETS near Abdulhamid Keswani Mdsc Money Purchase Plan & Trust
ASSETS ind #1757

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 Real Estate retirement plans → · Plans in New York →

End-of-year total assets ($M) among The Georgetown Group, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Georgetown Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $591K 27.842440339022772% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$819K
2023	1	N/A	$759K
2024	1	N/A	$591K

Georgetown Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$819K
Net Assets (End of Year)	$759K
Net Income	-$60K
Employer EIN	132961281
Plan Effective Date	1979-07-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in New York

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

The Georgetown Group, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Tiaa Retirement Plan $5.3B · 12,501
Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998

Compare The Georgetown Group, Inc. Money Purchase Plan side-by-side with 3 peers →

The Georgetown Group, Inc. Money Purchase Plan's closest out-of-state Money Purchase peers by assets

Outside New York, the nearest Money Purchase by end-of-year assets is Abdulhamid Keswani Mdsc Money Purchase Plan & Trust in IL at $758K (this filing: $759K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($759K here).

Abdulhamid Keswani Mdsc Money Purchase Plan & Trust (IL) $758K · 1
Windes, Inc. Money Purchase Pension Plan IV (CA) $758K · 3
Intl Assoc Local No 57 Pension Plan (IA) $760K · 41
Jose Hernandez Retirement Plan (PR) $761K · 1

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 The Georgetown Group, Inc. Money Purchase Plan assets move in 2023? ▼

The Georgetown Group, Inc. Money Purchase Plan pulled back noticeably - down 7.4% during 2023, from $819K to $759K. Reported net income was -$60K.

How have Georgetown Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Georgetown Group, Inc.'s sponsor-wide assets declined 27.8%, from $819K to $591K.

Where does The Georgetown Group, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼

The Georgetown Group, Inc. Money Purchase Plan ranks in the 21st 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 The Georgetown Group, Inc. Money Purchase Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Abdulhamid Keswani Mdsc Money Purchase Plan & Trust in IL ($758K, 1 participant).

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 132961281.