Defined Benefit (Pension) · DOL Form 5500 · 2023

Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
125
Participants Small participant base
62nd
Percentile by assets National rank
$93,411
Avg per participant Below avg balance/head
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Official DOL plan name: Barasch & Mcgarry, PC Cash Balance Plan · Sponsored by Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson · New York · Professional & Technical Services

$12M in assets, 125 participants

Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson's Barasch & Mcgarry, PC Cash Balance Plan reported $12M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,377 in Professional & Technical Services (20,321 peers)

Coverage in New York

Barasch & Mcgarry, PC Cash Balance Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $12M.

#12,377
in Professional & Technical Services (20,321 peers)
+34.3%
assets growth YoY

Barasch & Mcgarry, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Barasch & Mcgarry, PC Cash Balance Plan vs every filed plan by assets

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

$11,676,320 Top 38% higher than 62% 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

Barasch & Mcgarry, PC Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barasch & Mcgarry, PC Cash Balance Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 133806401 · Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson PY 2023 · Defined Benefit (Pension)

Barasch & Mcgarry, PC Cash Balance Plan · $12M · 125 · 62nd

  • RANK $12M
  • PHOTO 125
  • IND 62nd
  • EOY Defined Benefit (Pension)
  • 5500 near A-C Electric Company Retirement Plan
  • ASSETS ind #12377

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 Professional & Technical Services retirement plans → · Plans in New York →

Barasch & Mcgarry, PC Cash Balance Plan in the asset neighbourhood

Barasch & Mcgarry, PC Cash Balance PlanBarasch & Mcgarry, PC Cash B…$12MA-C Electric Company Retirement PlanA-C Electric Company Retirem…$12MGenon Pension Plan for Bargained EmployeesGenon Pension Plan for Barga…$12MSouthern Star Retirement Plan (Union)Southern Star Retirement Pla…$12MFirst Citizens Community Bank Account Balance Pension PlanFirst Citizens Community Ban…$12M
End-of-year total assets ($M) among Barasch & Mcgarry, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN133806401
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson)

Sponsor-wide plan assets over time

All Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson plans reported in each filing year

Latest sponsor-wide plan assets
$34M 197.9230197554719% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.6M $34.4M ▲ +198.0%
Year Plans Participants Total Assets
2022 1 134 $12M
2023 2 285 $27M
2024 2 330 $34M

Nearby Defined Benefit (Pension) Plans in New York

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

Barasch & Mcgarry, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Barasch & Mcgarry, PC Cash Balance Plan, Total assets ($B): 0.01167632 · Participants: 125Barasch & Mcgarry, PC Cash Balance PlanIBM 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
Barasch & Mcgarry, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Barasch & Mcgarry, PC Cash Balance Plan side-by-side with 3 peers →

Barasch & Mcgarry, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is A-C Electric Company Retirement Plan in CA ($12M); by covered participants it is Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan in OH (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Barasch & Mcgarry, PC Cash Balance Plan assets move in 2023? ▼
Barasch & Mcgarry, PC Cash Balance Plan surged - up 34.3% during 2023, from $9M to $12M. Reported net income was $3M.
How have Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson's sponsor-wide assets grew 197.9%, from $12M to $34M.
Which Defined Benefit (Pension) plans are similar in size to Barasch & Mcgarry, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is A-C Electric Company Retirement Plan in CA ($12M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Barasch & Mcgarry, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Abx Air, Inc Pilots Minimum Monthly Retirement Income Plan in OH (125 participants, $424M 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 133806401.

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.