Defined Benefit (Pension) · DOL Form 5500 · 2023

Richard Correll Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
3
Participants Small participant base
52nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard Correll Retirement Plan and Trust · Sponsored by Richard Correll · New York · Other Services

$7M in assets, 3 participants

Richard Correll's Richard Correll Retirement Plan and Trust reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,646 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Richard Correll Retirement Plan and Trust ranks #5,646 of 7,857 2023 filers by assets (271% of the sector average)-$7M for 3 participants.

#5,646
in Other Services (7,857 peers)
+3.1%
assets growth YoY

Richard Correll Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Richard Correll Retirement Plan and Trust vs every filed plan by assets

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

$7,402,572 Top 48% higher than 52% 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

Richard Correll 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. Richard Correll 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

  • Richard Correll Retirement Plan and Trust reported net income fell from $426K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Richard Correll Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 866428119 · Richard Correll PY 2023 · Defined Benefit (Pension)

Richard Correll Retirement Plan and Trust · $7M · 3 · 52nd

  • TYPE $7M
  • TYPE 3
  • TYPE 52nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Tata Chemicals North America Inc. Hourly Employees' Pension Plan
  • TYPE ind #5646

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 Other Services retirement plans → · Plans in New York →

Richard Correll Retirement Plan and Trust in the asset neighbourhood

Richard Correll Retirement Plan and TrustRichard Correll Retirement P…$7MTata Chemicals North America Inc. Hourly Employees' Pension PlanTata Chemicals North America…$7MLaw Offices of Sahag Majarian II, Apc Defined Benefit Pension PlanLaw Offices of Sahag Majaria…$7MOra Orthopedics, P.C. Cash Balance PlanOra Orthopedics, P.C. Cash B…$7MM & R Distributors International, Inc. Defined Benefit Pension PlanM & R Distributors Internati…$7M
End-of-year total assets ($M) among Richard Correll Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$226K
Employer EIN866428119
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Correll)

Sponsor-wide plan assets over time

All Richard Correll plans reported in each filing year

Latest sponsor-wide plan assets
$9M 20.960843079287127% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.18M $8.68M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $7M
2024 1 3 $9M

Nearby Defined Benefit (Pension) Plans in New York

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

Richard Correll 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 ($B) Participants Richard Correll Retirement Plan and Trust, Total assets ($B): 0.007402572 · Participants: 3Richard Correll 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
Richard Correll Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Richard Correll Retirement Plan and Trust side-by-side with 3 peers →

Richard Correll 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 Tata Chemicals North America Inc. Hourly Employees' Pension Plan in UT ($7M); 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 Richard Correll Retirement Plan and Trust assets move in 2023? ▼
Richard Correll Retirement Plan and Trust edged up modestly - up 3.1% during 2023, from $7M to $7M. Reported net income was $226K.
How have Richard Correll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Correll's sponsor-wide assets grew 21.0%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Richard Correll Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tata Chemicals North America Inc. Hourly Employees' Pension Plan in UT ($7M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard Correll 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 866428119.

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.