Defined Benefit (Pension) · DOL Form 5500 · 2023

Daniel Stern Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
5
Participants Small participant base
56th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Daniel Stern Retirement Plan and Trust · Sponsored by Daniel Stern · New York · Other Services

$9M in assets, 5 participants

Daniel Stern's Daniel Stern Retirement Plan and Trust reported $9M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,853 in Other Services (7,857 peers)

Daniel Stern multi-year trail

Daniel Stern's plans moved +25.1% in assets from 2022 to 2024; this filing shows Daniel Stern Retirement Plan and Trust at $9M / 5 participants.

#5,853
in Other Services (7,857 peers)
+25.0%
assets growth YoY

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

Daniel Stern Retirement Plan and Trust vs every filed plan by assets

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

$8,853,059 Top 44% higher than 56% 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

Daniel Stern 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. Daniel Stern Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daniel Stern Retirement Plan and Trust reported net income rose from $269K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Daniel Stern Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 902046948 · Daniel Stern PY 2023 · Defined Benefit (Pension)

Daniel Stern Retirement Plan and Trust · $9M · 5 · 56th

  • RANK $9M
  • PHOTO 5
  • IND 56th
  • EOY Defined Benefit (Pension)
  • 5500 near Eagle Leasing Company Cash Balance Pension Plan
  • ASSETS ind #5853

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 →

Daniel Stern Retirement Plan and Trust in the asset neighbourhood

Eagle Leasing Company Cash Balance Pension PlanEagle Leasing Company Cash B…$9MAdventure Credit Union Cash Balance Defined Benefit PlanAdventure Credit Union Cash …$9MDaniel Stern Retirement Plan and TrustDaniel Stern Retirement Plan…$9MCommoloco Retirement Plan$9MIronworkers 568 Retirement PlanIronworkers 568 Retirement P…$9M
End-of-year total assets ($M) among Daniel Stern Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Daniel Stern multi-year asset trail

Sponsor-wide plan assets over time

All Daniel Stern plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.082053965431015% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.08M $8.86M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 5 $7M
2023 1 5 $9M
2024 1 5 $9M

Daniel Stern filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN902046948
Plan Effective Date2021-08-01
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.

Daniel Stern 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 ($B) Participants Daniel Stern Retirement Plan and Trust, Total assets ($B): 0.008853059 · Participants: 5Daniel Stern 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
Daniel Stern Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Daniel Stern Retirement Plan and Trust side-by-side with 3 peers →

Daniel Stern 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 Eagle Leasing Company Cash Balance Pension Plan in CT ($9M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Daniel Stern Retirement Plan and Trust assets move in 2023? ▼
Daniel Stern Retirement Plan and Trust grew sharply - up 25.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Daniel Stern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Stern's sponsor-wide assets grew 25.1%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Daniel Stern Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eagle Leasing Company Cash Balance Pension Plan in CT ($9M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Daniel Stern Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 902046948.

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.