Defined Benefit (Pension) · DOL Form 5500 · 2023

Bryan Tunney Pension Plan

Data updated 2026-08-25

$511K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$170,382
Avg per participant Above avg balance/head
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Official DOL plan name: Bryan Tunney Retirement Plan and Trust · Sponsored by Bryan Tunney · New York · Real Estate

$511K in assets, 3 participants

Bryan Tunney's Bryan Tunney Retirement Plan and Trust reported $511K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,475 in Real Estate (4,727 peers)

Bryan Tunney multi-year trail

Bryan Tunney's plans moved +53.0% in assets from 2022 to 2024; this filing shows Bryan Tunney Retirement Plan and Trust at $511K / 3 participants.

#1,475
in Real Estate (4,727 peers)
+26.4%
assets growth YoY

Bryan Tunney Retirement Plan and Trust among the smaller filed plans by assets

Bryan Tunney Retirement Plan and Trust vs every filed plan by assets

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

$511,145 18th percentile higher than 18% 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

Bryan Tunney 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. Bryan Tunney Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bryan Tunney Retirement Plan and Trust reported net income rose from $71K in the plan year 2022 filing to $107K in the plan year 2023 filing.
  • Bryan Tunney Retirement Plan and Trust end-of-year assets rose from $404K in the plan year 2022 filing to $511K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 901506827 · Bryan Tunney PY 2023 · Defined Benefit (Pension)

Bryan Tunney Retirement Plan and Trust · $511K · 3 · 18th

  • RANK $511K
  • RANK 3
  • RANK 18th
  • RANK Defined Benefit (Pension)
  • RANK near Swiss Valley Farms, Co. Employees' Pension Plan and Trust
  • RANK ind #1475

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 Real Estate retirement plans → · Plans in New York →

Bryan Tunney Retirement Plan and Trust in the asset neighbourhood

Springfield Water LLC Defined Benefit Pension PlanSpringfield Water LLC Define…$517KBryan Tunney Retirement Plan and TrustBryan Tunney Retirement Plan…$511KSwiss Valley Farms, Co. Employees' Pension Plan and TrustSwiss Valley Farms, Co. Empl…$508KHolly Hall Defined Benefit Retirement PlanHolly Hall Defined Benefit R…$507KThe Davisboyz Collective Inc. Cash Balance PlanThe Davisboyz Collective Inc…$506K
End-of-year total assets ($M) among Bryan Tunney Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bryan Tunney multi-year asset trail

Sponsor-wide plan assets over time

All Bryan Tunney plans reported in each filing year

Latest sponsor-wide plan assets
$619K 53.00267877681559% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.4M $0.62M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 3 $404K
2023 1 3 $511K
2024 1 3 $619K

Bryan Tunney filing trail (2023)

Total Assets (Beginning of Year)$404K
Net Assets (End of Year)$511K
Net Income$107K
Employer EIN901506827
Plan Effective Date2018-06-01
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.

Bryan Tunney 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 ($B) Participants Bryan Tunney Retirement Plan and Trust, Total assets ($B): 0.000511145 · Participants: 3Bryan Tunney 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
Bryan Tunney Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bryan Tunney Retirement Plan and Trust side-by-side with 3 peers →

Bryan Tunney 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 Swiss Valley Farms, Co. Employees' Pension Plan and Trust in IA ($508K); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

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 Bryan Tunney Retirement Plan and Trust assets move in 2023? ▼
Bryan Tunney Retirement Plan and Trust grew sharply - up 26.4% during 2023, from $404K to $511K. Reported net income was $107K.
How have Bryan Tunney plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bryan Tunney's sponsor-wide assets grew 53.0%, from $404K to $619K.
Where does Bryan Tunney Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Bryan Tunney Retirement Plan and Trust ranks in the 18th 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 Bryan Tunney Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swiss Valley Farms, Co. Employees' Pension Plan and Trust in IA ($508K, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bryan Tunney Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 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 901506827.

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.