Money Purchase · DOL Form 5500 · 2024
Stuart Frankel & Co Inc. Money Purchase Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $904,690
- Avg per participant High balance/head
Official DOL plan name: Stuart Frankel & Co Inc. Money Purchase Plan · Sponsored by Stuart Frankel & Co Inc. · New York · Finance & Insurance
$11M in assets, 12 participants
Stuart Frankel & Co Inc.'s Stuart Frankel & Co Inc. Money Purchase Plan reported $11M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,537 in Finance & Insurance (8,549 peers)
Stuart Frankel & Co Inc. multi-year trail
Stuart Frankel & Co Inc.'s plans moved -31.2% in assets from 2022 to 2024; this filing shows Stuart Frankel & Co Inc. Money Purchase Plan at $11M / 12 participants.
- #3,537
- in Finance & Insurance (8,549 peers)
- -44.6%
- assets change YoY
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stuart Frankel & Co Inc. Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers
Stuart Frankel & Co Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,856,283 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stuart Frankel & Co Inc. Money Purchase Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stuart Frankel & Co Inc. Money Purchase Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stuart Frankel & Co Inc. Money Purchase Plan reported net income fell from $4M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Stuart Frankel & Co Inc. Money Purchase Plan end-of-year assets fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Stuart Frankel & Co Inc. Money Purchase Plan reported participants rose from 9 in the plan year 2023 filing to 12 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133430942 · Stuart Frankel & Co Inc. PY 2024 · Money Purchase
Stuart Frankel & Co Inc. Money Purchase Plan · $11M · 12 · 58th
- EBSA $11M
- PART 12
- TYPE 58th
- NET Money Purchase
- BOOK near Nuestra Clinica Del Valle Inc. Employees Retirement Plan
- VS-ST ind #3537
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 Finance & Insurance retirement plans → · Plans in New York →
Stuart Frankel & Co Inc. Money Purchase Plan in the asset neighbourhood
Stuart Frankel & Co Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stuart Frankel & Co Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 31.15084364336737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $16M |
| 2023 | 1 | 9 | $20M |
| 2024 | 1 | 12 | $11M |
Stuart Frankel & Co Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$9M |
| Employer EIN | 133430942 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Stuart Frankel & Co Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Nuestra Clinica Del Valle Inc. Employees Retirement Plan in TX ($11M); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Nuestra Clinica Del Valle Inc. Employees Retirement Plan (TX) $11M · 264
- Pan-O-Gold Baking Co. Retirement Plan (MN) $11M · 163
- Oasis Retirement Plan (TX) $11M · 112
- Tmmb Corporation Pension Plan (PA) $11M · 16
Similar participant headcount
Nearest other-state filings by covered participants (12 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.