Money Purchase · DOL Form 5500 · 2023

MDRC Money Purchase Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
249
Participants Below avg headcount
83rd
Percentile by assets National rank
$159,336
Avg per participant Above avg balance/head
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Official DOL plan name: Mdrc Pension Plan · Sponsored by MDRC · New York · Professional & Technical Services

$40M in assets, 249 participants

MDRC's Mdrc Pension Plan reported $40M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,009 in Professional & Technical Services (20,321 peers)

Coverage in New York

Mdrc Pension Plan covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $40M.

#17,009
in Professional & Technical Services (20,321 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mdrc Pension Plan's outsized position by total assets

Mdrc Pension Plan vs every filed plan by assets

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

$39,674,565 Top 17% higher than 83% 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

Mdrc Pension 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. Mdrc Pension Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mdrc Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Mdrc Pension Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Mdrc Pension Plan reported participants rose from 246 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237379473 · MDRC PY 2023 · Money Purchase

Mdrc Pension Plan · $40M · 249 · 83rd

  • EOY $40M
  • 5500 249
  • ASSETS 83rd
  • PCT Money Purchase
  • EIN near Sup Money Purchase Pension Plan
  • RANK ind #17009

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 →

Mdrc Pension Plan in the asset neighbourhood

IBEW Local 1245 Money Purchase Pension PlanIBEW Local 1245 Money Purcha…$40MNational Electrical Benefit Fund Defined Contribution PlanNational Electrical Benefit …$40MSup Money Purchase Pension PlanSup Money Purchase Pension P…$40MMdrc Pension Plan$40MMachinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement FundMachinery Movers, Riggers & …$39M
End-of-year total assets ($M) among Mdrc Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN237379473
Plan Effective Date1974-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MDRC)

Sponsor-wide plan assets over time

All MDRC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 47.213062621398116% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $75.7M $111M ▲ +47.2%
Year Plans Participants Total Assets
2022 2 536 $76M
2023 2 580 $93M
2024 2 643 $111M

Nearby Money Purchase Plans in New York

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

Mdrc Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mdrc Pension Plan, Total assets ($B): 0.039674565 · Participants: 249Mdrc Pension 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
Mdrc Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mdrc Pension Plan side-by-side with 3 peers →

Mdrc Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Sup Money Purchase Pension Plan in CA ($40M); by covered participants it is Fidelity Money Purchase Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Mdrc Pension Plan assets move in 2023? ▼
Mdrc Pension Plan grew sharply - up 21.1% during 2023, from $33M to $40M. Reported net income was $7M.
How have MDRC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MDRC's sponsor-wide assets grew 47.2%, from $76M to $111M.
Where does Mdrc Pension Plan rank by assets among Form 5500 filers? ▼
Mdrc Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Mdrc Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sup Money Purchase Pension Plan in CA ($40M, 1,113 participants).
Which Money Purchase plans cover a similar participant headcount to Mdrc Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Fidelity Money Purchase Plan in IA (249 participants, $9M 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 237379473.

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.