Defined Benefit (Pension) · DOL Form 5500 · 2023

Hasenfeld-Stein, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$481,042
Avg per participant High balance/head
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Official DOL plan name: Hasenfeld-Stein, Inc. Pension Plan · Sponsored by Hasenfeld-Stein, Inc. · New York · Wholesale Trade

$3M in assets, 7 participants

Hasenfeld-Stein, Inc.'s Hasenfeld-Stein, Inc. Pension Plan reported $3M in total assets and 7 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.

  • #1,673 in Wholesale Trade (6,309 peers)

2023 asset change

Hasenfeld-Stein, Inc. Pension Plan declined sharply 20.2% in 2023 ($4M → $3M) for 7 participants.

#1,673
in Wholesale Trade (6,309 peers)
-20.2%
assets change YoY

The plan reported a net loss of $854K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hasenfeld-Stein, Inc. Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Hasenfeld-Stein, Inc. Pension Plan vs every filed plan by assets

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

$3,367,294 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

Hasenfeld-Stein, Inc. Pension 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. Hasenfeld-Stein, Inc. Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hasenfeld-Stein, Inc. Pension Plan reported net income fell from -$234K in the plan year 2022 filing to -$854K in the plan year 2023 filing.
  • Hasenfeld-Stein, Inc. Pension Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132587283 · Hasenfeld-Stein, Inc. PY 2023 · Defined Benefit (Pension)

Hasenfeld-Stein, Inc. Pension Plan · $3M · 7 · 37th

  • ASSETS $3M
  • ASSETS 7
  • ASSETS 37th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Employees of Whitman, Requardt and Associates
  • ASSETS ind #1673

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 →

Hasenfeld-Stein, Inc. Pension Plan in the asset neighbourhood

Pillsbury Winthrop Shaw Pittman LLP Pension PlanPillsbury Winthrop Shaw Pitt…$3MHasenfeld-Stein, Inc. Pension PlanHasenfeld-Stein, Inc. Pensio…$3MRetirement Plan for Employees of Whitman, Requardt and AssociatesRetirement Plan for Employee…$3MEmd Serono, Inc. Employees Retirement PlanEmd Serono, Inc. Employees R…$3MFoss Nirsystems, Inc. Retirement PlanFoss Nirsystems, Inc. Retire…$3M
End-of-year total assets ($M) among Hasenfeld-Stein, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hasenfeld-Stein, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Hasenfeld-Stein, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $4.81M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 21 $5M
2023 2 19 $4M
2024 1 12 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$854K
Employer EIN132587283
Plan Effective Date1983-12-26
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Hasenfeld-Stein, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Hasenfeld-Stein, Inc. Pension Plan, Total assets ($B): 0.003367294 · Participants: 7Hasenfeld-Stein, Inc. Pension 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
Hasenfeld-Stein, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Hasenfeld-Stein, Inc. Pension Plan side-by-side with 3 peers →

Hasenfeld-Stein, 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 Retirement Plan for Employees of Whitman, Requardt and Associates in MD ($3M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Hasenfeld-Stein, Inc. Pension Plan assets move in 2023? ▼
Hasenfeld-Stein, Inc. Pension Plan declined sharply - down 20.2% during 2023, from $4M to $3M. Reported net income was -$854K.
Which Defined Benefit (Pension) plans are similar in size to Hasenfeld-Stein, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Whitman, Requardt and Associates in MD ($3M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hasenfeld-Stein, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 132587283.

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.