Defined Benefit (Pension) · DOL Form 5500 · 2023

Social Studies Pension Plan

Data updated 2026-08-25

$904K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$451,956
Avg per participant High balance/head
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Official DOL plan name: Social Studies Defined Benefit Pension Plan · Sponsored by Social Studies · New York · Educational Services

$904K in assets, 2 participants

Social Studies's Social Studies Defined Benefit Pension Plan reported $904K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #556 in Educational Services (3,735 peers)

Social Studies multi-year trail

Social Studies's plans moved +280.1% in assets from 2022 to 2024; this filing shows Social Studies Defined Benefit Pension Plan at $904K / 2 participants.

#556
in Educational Services (3,735 peers)
+201.3%
assets growth YoY

Social Studies Defined Benefit Pension Plan among the smaller filed plans by assets

Social Studies Defined Benefit Pension Plan vs every filed plan by assets

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

$903,912 23rd percentile higher than 23% 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

Social Studies Defined Benefit Pension 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. Social Studies Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Social Studies Defined Benefit Pension Plan end-of-year assets rose from $300K in the plan year 2022 filing to $904K in the plan year 2023 filing.
  • Social Studies Defined Benefit Pension Plan reported net income rose from $300K in the plan year 2022 filing to $604K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464569018 · Social Studies PY 2023 · Defined Benefit (Pension)

Social Studies Defined Benefit Pension Plan · $904K · 2 · 23rd

  • SCH $904K
  • SCH 2
  • SCH 23rd
  • SCH Defined Benefit (Pension)
  • SCH near Sopo Asset Management, Inc. Pension Plan
  • SCH ind #556

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 Educational Services retirement plans → · Plans in New York →

Social Studies Defined Benefit Pension Plan in the asset neighbourhood

Bertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$906KSocial Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$904KSopo Asset Management, Inc. Pension PlanSopo Asset Management, Inc. …$904KEduardo Negron Mercado Defined Benefit PlanEduardo Negron Mercado Defin…$899KThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$893K
End-of-year total assets ($M) among Social Studies Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Social Studies multi-year asset trail

Sponsor-wide plan assets over time

All Social Studies plans reported in each filing year

Latest sponsor-wide plan assets
$1M 280.13666666666666% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.3M $1.14M ▲ +280.0%
Year Plans Participants Total Assets
2022 1 2 $300K
2023 1 2 $904K
2024 1 3 $1M

Social Studies filing trail (2023)

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$904K
Net Income$604K
Employer EIN464569018
Plan Effective Date2022-01-01
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.

Social Studies Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Social Studies Defined Benefit Pension Plan, Total assets ($B): 0.000903912 · Participants: 2Social Studies Defined Benefit Pension 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
Social Studies Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Social Studies Defined Benefit Pension Plan side-by-side with 3 peers →

Social Studies Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sopo Asset Management, Inc. Pension Plan in CA ($904K); 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 Social Studies Defined Benefit Pension Plan assets move in 2023? ▼
Social Studies Defined Benefit Pension Plan surged - up 201.3% during 2023, from $300K to $904K. Reported net income was $604K.
How have Social Studies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Social Studies's sponsor-wide assets grew 280.1%, from $300K to $1M.
Where does Social Studies Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Social Studies Defined Benefit Pension Plan ranks in the 23rd 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 Social Studies Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sopo Asset Management, Inc. Pension Plan in CA ($904K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Social Studies Defined Benefit Pension 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 464569018.

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.