Money Purchase · DOL Form 5500 · 2023

Joe I Askar Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Joe I Askar Profit Sharing Plan · Sponsored by Joe I Askar · New York · Healthcare & Social Assistance

$3M in assets, 3 participants

Joe I Askar's Joe I Askar Profit Sharing Plan reported $3M in total assets and 3 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.

  • #6,690 in Healthcare & Social Assistance (17,684 peers)

Joe I Askar multi-year trail

Joe I Askar's plans moved +54.6% in assets from 2022 to 2024; this filing shows Joe I Askar Profit Sharing Plan at $3M / 3 participants.

#6,690
in Healthcare & Social Assistance (17,684 peers)
+29.1%
assets growth YoY

Joe I Askar Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Joe I Askar Profit Sharing Plan vs every filed plan by assets

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

$3,196,880 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

Joe I Askar Profit Sharing 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. Joe I Askar Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joe I Askar Profit Sharing Plan reported net income rose from -$463K in the plan year 2022 filing to $720K in the plan year 2023 filing.
  • Joe I Askar Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Joe I Askar Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161537704 · Joe I Askar PY 2023 · Money Purchase

Joe I Askar Profit Sharing Plan · $3M · 3 · 37th

  • 5500 $3M
  • ASSETS 3
  • PCT 37th
  • EIN Money Purchase
  • RANK near James L. Stan Attorney-Cpa Money Purchase Plan and Trust
  • PHOTO ind #6690

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Joe I Askar Profit Sharing Plan in the asset neighbourhood

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Retirement Trust of Middle D…$3MRobert H Clark Inc Money Purchase Pension Plan & TRobert H Clark Inc Money Pur…$3MJoe I Askar Profit Sharing PlanJoe I Askar Profit Sharing P…$3MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3M
End-of-year total assets ($M) among Joe I Askar Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Joe I Askar multi-year asset trail

Sponsor-wide plan assets over time

All Joe I Askar plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.64651412009398% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.48M $3.83M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 3 $3M
2024 1 3 $4M

Joe I Askar filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$720K
Employer EIN161537704
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Joe I Askar Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Joe I Askar Profit Sharing Plan, Total assets ($B): 0.00319688 · Participants: 3Joe I Askar Profit Sharing 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
Joe I Askar Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Joe I Askar Profit Sharing Plan side-by-side with 3 peers →

Joe I Askar Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is James L. Stan Attorney-Cpa Money Purchase Plan and Trust in IN ($3M); by covered participants it is Ansonics Profit Sharing Plan in OR (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 Joe I Askar Profit Sharing Plan assets move in 2023? ▼
Joe I Askar Profit Sharing Plan grew sharply - up 29.1% during 2023, from $2M to $3M. Reported net income was $720K.
How have Joe I Askar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe I Askar's sponsor-wide assets grew 54.6%, from $2M to $4M.
Which Money Purchase plans are similar in size to Joe I Askar Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is James L. Stan Attorney-Cpa Money Purchase Plan and Trust in IN ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Joe I Askar Profit Sharing 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 161537704.

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.