Money Purchase · DOL Form 5500 · 2024
Izak Herschitz Md PC Money Purchase Plan
Data updated 2026-08-11
- $266K
- Total assets
- 2
- Participants
- 13th
- Percentile by assets
- $133,005
- Avg per participant
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.
- 13th percentile by assets (of 123,622 plans)
- #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.
- $266K
- total plan assets (2024 EOY)
- 2
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $133,005
- avg assets per participant
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.
Izak Herschitz Md PC across 3 plan years on file
Across the 3 plan years Izak Herschitz Md PC has on file (2022-2024), sponsor-wide plan assets have moved from $776K to $1M, a gain of 37.5%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($776K).
Izak Herschitz Md PC multi-year asset trail
| 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 EIN | 112583340 |
| Plan Effective Date | 1981-09-21 |
| Filing Status | FILING 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
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Izak Herschitz Md PC Employees Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Izak Herschitz Md PC Employees Money Purchase Plan assets move in 2024? ▼
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Where does Izak Herschitz Md PC Employees Money Purchase Plan rank by assets among Form 5500 filers? ▼
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Next read for Izak Herschitz Md PC Employees Money Pur…
Multi-year trail
Ways to act on Izak Herschitz Md PC Employees Money Purchase Plan's numbers.
- By total assets, Izak Herschitz Md PC Employees Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Izak Herschitz Md PC's sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans