Defined Benefit (Pension) · DOL Form 5500 · 2024

Olarte-Foussard & Co., Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 31st
Percentile by assets National rank: $2.2M
Avg per participant High balance/head

Official DOL plan name: Olarte-Foussard & Co., Inc. Pension Plan · Sponsored by Olarte-Foussard & Co., Inc. · New York · Wholesale Trade

$2M in assets, 1 participants

Olarte-Foussard & Co., Inc.'s Olarte-Foussard & Co., Inc. Pension Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

#1,205 in Wholesale Trade (6,080 peers)

2024 asset change

Olarte-Foussard & Co., Inc. Pension Plan grew sharply 17.3% in 2024 ($2M → $2M) for 1 participant.

#1,205
in Wholesale Trade (6,080 peers): +17.3%
assets growth YoY

Olarte-Foussard & Co., Inc. Pension Plan among the smaller filed plans by assets

Olarte-Foussard & Co., Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,233,606 31st percentile higher than 31% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Olarte-Foussard & Co., Inc. 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. Olarte-Foussard & Co., Inc. Pension Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 133929240 · Olarte-Foussard & Co., Inc. PY 2024 · Defined Benefit (Pension)

Olarte-Foussard & Co., Inc. Pension Plan · $2M · 1 · 31st

BOY $2M
BOY 1
BOY 31st
BOY Defined Benefit (Pension)
BOY near Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan
BOY ind #1205

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Olarte-Foussard & Co., Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$329K
Employer EIN	133929240
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Olarte-Foussard & Co., Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Olarte-Foussard & Co., Inc. Pension Plan side-by-side with 3 peers →

Olarte-Foussard & Co., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan (CA) $2M · 5
Arthur Gary Katz Cash Balance Plan (NJ) $2M · 2
Amelia Peabody Foundation Pension Plan (MA) $2M · 3
Boston Center for Memory, Inc. Cash Balance Pension Plan (MA) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

The Lawrence Firm, PLLC Defined Benefit Pension Plan (VA) 1 · 0 off
Avh Enterprises, Inc. Retirement Plan (VA) 1 · 0 off
Tara Frassetto Realty LLC Pension Plan (NJ) 1 · 0 off
Melissa Frassetto Realty LLC Pension Plan (NJ) 1 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Olarte-Foussard & Co., Inc. Pension Plan assets move in 2024? ▼

Olarte-Foussard & Co., Inc. Pension Plan grew sharply - up 17.3% during 2024, from $2M to $2M. Reported net income was $329K.

Which Defined Benefit (Pension) plans are similar in size to Olarte-Foussard & Co., Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Michael W. Moats, M.D., Inc. Defined Benefit Pension Plan in CA ($2M, 5 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Olarte-Foussard & Co., Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133929240.