Money Purchase · DOL Form 5500 · 2023

Ci Capital Partners LLC Money Purchase Plan

Data updated 2026-08-25

$246K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$81,959
Avg per participant Below avg balance/head
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Official DOL plan name: Ci Capital Partners, LLC Money Purchase Plan · Sponsored by Ci Capital Partners LLC · New York · Finance & Insurance

$246K in assets, 3 participants

Ci Capital Partners LLC's Ci Capital Partners, LLC Money Purchase Plan reported $246K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #623 in Finance & Insurance (8,869 peers)

2023 asset change

Ci Capital Partners, LLC Money Purchase Plan contracted severely 47.9% in 2023 ($472K → $246K) for 3 participants.

#623
in Finance & Insurance (8,869 peers)
-47.9%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ci Capital Partners, LLC Money Purchase Plan among the smaller filed plans by assets

Ci Capital Partners, LLC Money Purchase Plan vs every filed plan by assets

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

$245,878 12th percentile higher than 12% 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

Ci Capital Partners, LLC 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. Ci Capital Partners, LLC 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

  • Ci Capital Partners, LLC Money Purchase Plan end-of-year assets fell from $472K in the plan year 2022 filing to $246K in the plan year 2023 filing.
  • Ci Capital Partners, LLC Money Purchase Plan reported net income fell from -$162K in the plan year 2022 filing to -$226K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260304387 · Ci Capital Partners LLC PY 2023 · Money Purchase

Ci Capital Partners, LLC Money Purchase Plan · $246K · 3 · 12th

  • PHOTO $246K
  • PHOTO 3
  • PHOTO 12th
  • PHOTO Money Purchase
  • PHOTO near The James V Trask Pension Plan
  • PHOTO ind #623

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 Finance & Insurance retirement plans → · Plans in New York →

Ci Capital Partners, LLC Money Purchase Plan in the asset neighbourhood

Ci Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$246KThe James V Trask Pension PlanThe James V Trask Pension Pl…$245KIibh Retirement Plan$247KJorge Orlando Roman Vale Retirement PlanJorge Orlando Roman Vale Ret…$245KMaria Teresa Cedeno Villavicencio, Md Retirement PlanMaria Teresa Cedeno Villavic…$245K
End-of-year total assets ($M) among Ci Capital Partners, LLC Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ci Capital Partners LLC years around the 2023 move

Sponsor-wide plan assets over time

All Ci Capital Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.8469669298827145% vs 2022
2024 filing year
$7.8M$8M$8.2M$8.4M$8.6M$8.8M 202220232024 $8.24M $8.01M ▼ -2.8%
Year Plans Participants Total Assets
2022 2 34 $8M
2023 2 11 $9M
2024 2 11 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$472K
Net Assets (End of Year)$246K
Net Income-$226K
Employer EIN260304387
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Ci Capital Partners, LLC Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ci Capital Partners, LLC Money Purchase Plan, Total assets ($B): 0.000245878 · Participants: 3Ci Capital Partners, LLC 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
Ci Capital Partners, LLC Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Ci Capital Partners, LLC Money Purchase Plan side-by-side with 3 peers →

Ci Capital Partners, LLC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The James V Trask Pension Plan in IA ($245K); 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 ($246K 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 Ci Capital Partners, LLC Money Purchase Plan assets move in 2023? ▼
Ci Capital Partners, LLC Money Purchase Plan contracted severely - down 47.9% during 2023, from $472K to $246K. Reported net income was -$226K.
How have Ci Capital Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ci Capital Partners LLC's sponsor-wide assets declined 2.8%, from $8M to $8M.
Where does Ci Capital Partners, LLC Money Purchase Plan rank by assets among Form 5500 filers? ▼
Ci Capital Partners, LLC Money Purchase Plan ranks in the 12th 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 Ci Capital Partners, LLC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The James V Trask Pension Plan in IA ($245K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Ci Capital Partners, LLC 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 260304387.

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.