Defined Benefit (Pension) · DOL Form 5500 · 2023

Charles Pratt & Company, L.L.C. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$461,687
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Charles Pratt & Company · Sponsored by Charles Pratt & Company, L.L.C. · New York · Finance & Insurance

$3M in assets, 7 participants

Charles Pratt & Company, L.L.C.'s Retirement Plan for Employees of Charles Pratt & Company reported $3M in total assets and 7 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.

  • #2,275 in Finance & Insurance (8,869 peers)

Charles Pratt & Company, L.L.C. multi-year trail

Charles Pratt & Company, L.L.C.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Charles Pratt & Company at $3M / 7 participants.

#2,275
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY

Retirement Plan for Employees of Charles Pratt & Company's mid-pack asset rank among Finance & Insurance and all filers

Retirement Plan for Employees of Charles Pratt & Company vs every filed plan by assets

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

$3,231,807 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

Retirement Plan for Employees of Charles Pratt & Company among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Charles Pratt & Company is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Charles Pratt & Company reported net income rose from -$2M in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • Retirement Plan for Employees of Charles Pratt & Company reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Retirement Plan for Employees of Charles Pratt & Company 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 133798644 · Charles Pratt & Company, L.L.C. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Charles Pratt & Company · $3M · 7 · 37th

  • BOY $3M
  • BOY 7
  • BOY 37th
  • BOY Defined Benefit (Pension)
  • BOY near Creekside Dentistry Defined Benefit Pension Plan
  • BOY ind #2275

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 →

Retirement Plan for Employees of Charles Pratt & Company in the asset neighbourhood

Retirement Plan for Employees of Charles Pratt & CompanyRetirement Plan for Employee…$3MCreekside Dentistry Defined Benefit Pension PlanCreekside Dentistry Defined …$3MTn Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant EmployeesTn Americas Holdings, Inc. D…$3MOregon Specialty Group Cash Balance PlanOregon Specialty Group Cash …$3MJas. W. Glover Holding Company, Ltd. Defined Benefit Pension PlanJas. W. Glover Holding Compa…$3M
End-of-year total assets ($M) among Retirement Plan for Employees of Charles Pratt & Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Charles Pratt & Company, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Pratt & Company, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.50020865978373% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $6.7M $3.92M ▼ -41.5%
Year Plans Participants Total Assets
2022 2 18 $7M
2023 2 16 $8M
2024 2 18 $4M

Charles Pratt & Company, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$472K
Employer EIN133798644
Plan Effective Date1980-01-01
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.

Retirement Plan for Employees of Charles Pratt & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Charles Pratt & Company, Total assets ($B): 0.003231807 · Participants: 7Retirement Plan for Employees of Charles Pratt & CompanyIBM 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
Retirement Plan for Employees of Charles Pratt & Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Charles Pratt & Company side-by-side with 3 peers →

Retirement Plan for Employees of Charles Pratt & Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Creekside Dentistry Defined Benefit Pension Plan in CA ($3M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Retirement Plan for Employees of Charles Pratt & Company assets move in 2023? ▼
Retirement Plan for Employees of Charles Pratt & Company grew sharply - up 17.1% during 2023, from $3M to $3M. Reported net income was $472K.
How have Charles Pratt & Company, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Pratt & Company, L.L.C.'s sponsor-wide assets declined 41.5%, from $7M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Charles Pratt & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Creekside Dentistry Defined Benefit Pension Plan in CA ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Charles Pratt & Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 133798644.

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.