Defined Benefit (Pension) · DOL Form 5500 · 2024
Alan Tajerstein Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 5
- Participants Small participant base
Official DOL plan name: Alan Tajerstein Pension Plan · Sponsored by Alan Tajerstein · New York · Healthcare & Social Assistance
N/A in assets, 5 participants
Alan Tajerstein's Alan Tajerstein Pension Plan reported N/A in total assets and 5 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Alan Tajerstein Pension Plan holds N/A for 5 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alan Tajerstein Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan Tajerstein Pension Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alan Tajerstein Pension Plan reported net income fell from $218K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
DOL schedule card
Filing strip 113412469 · Alan Tajerstein PY 2024 · Defined Benefit (Pension)
Alan Tajerstein Pension Plan · N/A · 5
- SCH N/A
- EBSA 5
- PART PY 2024
- TYPE Defined Benefit (Pension)
- NET near Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan
- BOOK -$1M
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 113412469 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alan Tajerstein)
Sponsor-wide plan assets over time
All Alan Tajerstein plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | N/A |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Alan Tajerstein Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside New York, the nearest Defined Benefit (Pension) by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants; this filing: 5 participants).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.