Money Purchase · DOL Form 5500 · 2023

Joel B. Rudin Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Joel B. Rudin Mp/Ps Plan · Sponsored by Joel B. Rudin · New York · Professional & Technical Services

$3M in assets, 2 participants

Joel B. Rudin's Joel B. Rudin Mp/Ps Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,975 in Professional & Technical Services (20,321 peers)

Joel B. Rudin multi-year trail

Joel B. Rudin's plans moved +26.2% in assets from 2022 to 2024; this filing shows Joel B. Rudin Mp/Ps Plan at $3M / 2 participants.

#6,975
in Professional & Technical Services (20,321 peers)
+12.4%
assets growth YoY

Joel B. Rudin Mp/Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joel B. Rudin Mp/Ps Plan vs every filed plan by assets

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

$3,340,718 37th percentile higher than 37% 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

Joel B. Rudin Mp/Ps 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. Joel B. Rudin Mp/Ps Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joel B. Rudin Mp/Ps Plan reported net income rose from -$320K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Joel B. Rudin Mp/Ps Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133710130 · Joel B. Rudin PY 2023 · Money Purchase

Joel B. Rudin Mp/Ps Plan · $3M · 2 · 37th

  • PHOTO $3M
  • PHOTO 2
  • PHOTO 37th
  • PHOTO Money Purchase
  • PHOTO near Thomas E Hood Employer Pension Plan and Trust
  • PHOTO ind #6975

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 →

Joel B. Rudin Mp/Ps Plan in the asset neighbourhood

Employee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$3MAppraisal Resource Group Inc Money Purchase PlanAppraisal Resource Group Inc…$3MJoel B. Rudin Mp/Ps Plan$3MThomas E Hood Employer Pension Plan and TrustThomas E Hood Employer Pensi…$3M
End-of-year total assets ($M) among Joel B. Rudin Mp/Ps Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Joel B. Rudin multi-year asset trail

Sponsor-wide plan assets over time

All Joel B. Rudin plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.15394916543659% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.97M $3.75M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $4M

Joel B. Rudin filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$369K
Employer EIN133710130
Plan Effective Date1992-12-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Joel B. Rudin Mp/Ps Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Joel B. Rudin Mp/Ps Plan, Total assets ($B): 0.003340718 · Participants: 2Joel B. Rudin Mp/Ps 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
Joel B. Rudin Mp/Ps Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Joel B. Rudin Mp/Ps Plan side-by-side with 3 peers →

Joel B. Rudin Mp/Ps Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Thomas E Hood Employer Pension Plan and Trust in NJ ($3M); by covered participants it is Blake Money Purchase Pension Plan in MA (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 Joel B. Rudin Mp/Ps Plan assets move in 2023? ▼
Joel B. Rudin Mp/Ps Plan grew at a solid clip - up 12.4% during 2023, from $3M to $3M. Reported net income was $369K.
How have Joel B. Rudin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel B. Rudin's sponsor-wide assets grew 26.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Joel B. Rudin Mp/Ps Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Thomas E Hood Employer Pension Plan and Trust in NJ ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Joel B. Rudin Mp/Ps Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 133710130.

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.