Money Purchase · DOL Form 5500 · 2023

Cohen, Frankel & Ruggiero LLP Money Purchase Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$89,363
Avg per participant Below avg balance/head
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Official DOL plan name: Cohen, Frankel & Ruggiero LLP-Money Purchase Plan · Sponsored by Cohen, Frankel & Ruggiero LLP · New York · Professional & Technical Services

$268K in assets, 3 participants

Cohen, Frankel & Ruggiero LLP's Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported $268K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,000 in Professional & Technical Services (20,321 peers)

2023 asset change

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan grew sharply 15.4% in 2023 ($232K → $268K) for 3 participants.

#2,000
in Professional & Technical Services (20,321 peers)
+15.4%
assets growth YoY

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan among the smaller filed plans by assets

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs every filed plan by assets

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

$268,088 13th percentile higher than 13% 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

Cohen, Frankel & Ruggiero LLP-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. Cohen, Frankel & Ruggiero LLP-Money Purchase Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported net income rose from -$27K in the plan year 2022 filing to $36K in the plan year 2023 filing.
  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan end-of-year assets rose from $232K in the plan year 2022 filing to $268K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133849472 · Cohen, Frankel & Ruggiero LLP PY 2023 · Money Purchase

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan · $268K · 3 · 13th

  • 5500 $268K
  • ASSETS 3
  • PCT 13th
  • EIN Money Purchase
  • RANK near Nelson J. Sack PC Pension Plan
  • PHOTO ind #2000

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 →

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in the asset neighbourhood

Arkansas AFL-CIO Employee Retirement PlanArkansas AFL-CIO Employee Re…$275KCohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$268KNelson J. Sack PC Pension PlanNelson J. Sack PC Pension Pl…$268KJjsl Group, Psc Retirement PlanJjsl Group, Psc Retirement P…$264KEmmetsburg Vet Clinic Inc Money Purchase PlanEmmetsburg Vet Clinic Inc Mo…$264K
End-of-year total assets ($M) among Cohen, Frankel & Ruggiero LLP-Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cohen, Frankel & Ruggiero LLP years around the 2023 move

Sponsor-wide plan assets over time

All Cohen, Frankel & Ruggiero LLP plans reported in each filing year

Latest sponsor-wide plan assets
$684K 5.564594139961445% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.72M $0.68M ▼ -5.6%
Year Plans Participants Total Assets
2022 2 4 $725K
2023 2 6 $612K
2024 2 4 $684K

2023 asset-move particulars

Total Assets (Beginning of Year)$232K
Net Assets (End of Year)$268K
Net Income$36K
Employer EIN133849472
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cohen, Frankel & Ruggiero LLP-Money Purchase Plan, Total assets ($B): 0.000268088 · Participants: 3Cohen, Frankel & Ruggiero LLP-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
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Cohen, Frankel & Ruggiero LLP-Money Purchase Plan side-by-side with 3 peers →

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Nelson J. Sack PC Pension Plan in PA ($268K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan assets move in 2023? ▼
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan grew sharply - up 15.4% during 2023, from $232K to $268K. Reported net income was $36K.
How have Cohen, Frankel & Ruggiero LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Frankel & Ruggiero LLP's sponsor-wide assets declined 5.6%, from $725K to $684K.
Where does Cohen, Frankel & Ruggiero LLP-Money Purchase Plan rank by assets among Form 5500 filers? ▼
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan ranks in the 13th 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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Nelson J. Sack PC Pension Plan in PA ($268K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Cohen, Frankel & Ruggiero LLP-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 133849472.

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.