Money Purchase · DOL Form 5500 · 2024

Izak Herschitz Md PC Money Purchase Plan

Data updated 2026-08-25

$266K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$133,005
Avg per participant Near avg balance/head
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Official DOL plan name: Izak Herschitz Md PC Employees Money Purchase Plan · Sponsored by Izak Herschitz Md PC · New York · Healthcare & Social Assistance

$266K in assets, 2 participants

Izak Herschitz Md PC's Izak Herschitz Md PC Employees Money Purchase Plan reported $266K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,473 in Healthcare & Social Assistance (16,916 peers)

Izak Herschitz Md PC multi-year trail

Izak Herschitz Md PC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Izak Herschitz Md PC Employees Money Purchase Plan at $266K / 2 participants.

#1,473
in Healthcare & Social Assistance (16,916 peers)
+28.1%
assets growth YoY

Izak Herschitz Md PC Employees Money Purchase Plan among the smaller filed plans by assets

Izak Herschitz Md PC Employees Money Purchase Plan vs every filed plan by assets

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

$266,010 13th percentile higher than 13% of 123,620 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 2024

Izak Herschitz Md PC Employees Money Purchase 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. Izak Herschitz Md PC Employees Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Izak Herschitz Md PC Employees Money Purchase Plan reported net income rose from $27K in the plan year 2023 filing to $58K in the plan year 2024 filing.
  • Izak Herschitz Md PC Employees Money Purchase Plan end-of-year assets rose from $208K in the plan year 2023 filing to $266K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112583340 · Izak Herschitz Md PC PY 2024 · Money Purchase

Izak Herschitz Md PC Employees Money Purchase Plan · $266K · 2 · 13th

  • TYPE $266K
  • NET 2
  • BOOK 13th
  • VS-ST Money Purchase
  • BOY near William a. Keen Money Purchase Plan & Trust
  • SCH ind #1473

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 →

Izak Herschitz Md PC Employees Money Purchase Plan in the asset neighbourhood

Izak Herschitz Md PC Employees Money Purchase PlanIzak Herschitz Md PC Employe…$266KWilliam a. Keen Money Purchase Plan & TrustWilliam a. Keen Money Purcha…$266KOuellette Plumbing & Heating Money Accumulation PlanOuellette Plumbing & Heating…$267KYung C. Chan Md PC Money Purchase PlanYung C. Chan Md PC Money Pur…$269KProvisiones San Miguel Retirement PlanProvisiones San Miguel Retir…$262K
End-of-year total assets ($M) among Izak Herschitz Md PC Employees Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Izak Herschitz Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Izak Herschitz Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.507570115375% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.78M $1.07M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 4 $776K
2023 2 4 $833K
2024 2 4 $1M

Izak Herschitz Md PC filing trail (2024)

Total Assets (Beginning of Year)$208K
Net Assets (End of Year)$266K
Net Income$58K
Employer EIN112583340
Plan Effective Date1981-09-21
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Izak Herschitz Md PC Employees Money Purchase Plan, Total assets ($B): 0.00026601 · Participants: 2Izak Herschitz Md PC Employees Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Izak Herschitz Md PC Employees Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Izak Herschitz Md PC Employees Money Purchase Plan side-by-side with 3 peers →

Izak Herschitz Md PC Employees Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is William a. Keen Money Purchase Plan & Trust in VA ($266K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Izak Herschitz Md PC Employees Money Purchase Plan assets move in 2024? ▼
Izak Herschitz Md PC Employees Money Purchase Plan grew sharply - up 28.1% during 2024, from $208K to $266K. Reported net income was $58K.
How have Izak Herschitz Md PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Izak Herschitz Md PC's sponsor-wide assets grew 37.5%, from $776K to $1M.
Where does Izak Herschitz Md PC Employees Money Purchase Plan rank by assets among Form 5500 filers? ▼
Izak Herschitz Md PC Employees Money Purchase Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is William a. Keen Money Purchase Plan & Trust in VA ($266K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Izak Herschitz Md PC Employees Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, 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 112583340.

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.