Defined Benefit (Pension) · DOL Form 5500 · 2023

Proactive Brokerage Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$254,582
Avg per participant Above avg balance/head
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Official DOL plan name: Proactive Brokerage Inc. Retirement Plan and Trust · Sponsored by Proactive Brokerage Inc. · New York · Finance & Insurance

$1M in assets, 4 participants

Proactive Brokerage Inc.'s Proactive Brokerage Inc. Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,359 in Finance & Insurance (8,869 peers)

Proactive Brokerage Inc. multi-year trail

Proactive Brokerage Inc.'s plans moved +53.8% in assets from 2022 to 2024; this filing shows Proactive Brokerage Inc. Retirement Plan and Trust at $1M / 4 participants.

#1,359
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY

Proactive Brokerage Inc. Retirement Plan and Trust among the smaller filed plans by assets

Proactive Brokerage Inc. Retirement Plan and Trust vs every filed plan by assets

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

$1,018,327 24th percentile higher than 24% 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

Proactive Brokerage Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proactive Brokerage Inc. Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proactive Brokerage Inc. Retirement Plan and Trust reported net income rose from $102K in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Proactive Brokerage Inc. Retirement Plan and Trust end-of-year assets rose from $832K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270407641 · Proactive Brokerage Inc. PY 2023 · Defined Benefit (Pension)

Proactive Brokerage Inc. Retirement Plan and Trust · $1M · 4 · 24th

  • BOOK $1M
  • VS-ST 4
  • BOY 24th
  • SCH Defined Benefit (Pension)
  • EBSA near Gary Levinson, PA Defined Benefit Pension Plan
  • PART ind #1359

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 →

Proactive Brokerage Inc. Retirement Plan and Trust in the asset neighbourhood

Home Care Pharmacy Cash Balance Pension PlanHome Care Pharmacy Cash Bala…$1MProactive Brokerage Inc. Retirement Plan and TrustProactive Brokerage Inc. Ret…$1MGary Levinson, PA Defined Benefit Pension PlanGary Levinson, PA Defined Be…$1MAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$1MVeronica M. Wholesale, Inc. Defined Benefit Pension PlanVeronica M. Wholesale, Inc. …$1M
End-of-year total assets ($M) among Proactive Brokerage Inc. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Proactive Brokerage Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Proactive Brokerage Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.82694106866705% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.83M $1.28M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 4 $832K
2023 1 4 $1M
2024 1 4 $1M

Proactive Brokerage Inc. filing trail (2023)

Total Assets (Beginning of Year)$832K
Net Assets (End of Year)$1M
Net Income$187K
Employer EIN270407641
Plan Effective Date2017-05-01
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.

Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Proactive Brokerage Inc. Retirement Plan and Trust, Total assets ($B): 0.001018327 · Participants: 4Proactive Brokerage Inc. Retirement Plan and TrustIBM 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
Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Proactive Brokerage Inc. Retirement Plan and Trust side-by-side with 3 peers →

Proactive Brokerage Inc. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gary Levinson, PA Defined Benefit Pension Plan in FL ($1M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Proactive Brokerage Inc. Retirement Plan and Trust assets move in 2023? ▼
Proactive Brokerage Inc. Retirement Plan and Trust grew sharply - up 22.5% during 2023, from $832K to $1M. Reported net income was $187K.
How have Proactive Brokerage Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proactive Brokerage Inc.'s sponsor-wide assets grew 53.8%, from $832K to $1M.
Where does Proactive Brokerage Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Proactive Brokerage Inc. Retirement Plan and Trust ranks in the 24th 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 Defined Benefit (Pension) plans are similar in size to Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gary Levinson, PA Defined Benefit Pension Plan in FL ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 270407641.

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.