Money Purchase · DOL Form 5500 · 2024
Tami Meyerson Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 29th
- Percentile by assets
- $2.0M
- Avg per participant
Official DOL plan name: Tami Meyerson Money Purchase Plan · Sponsored by Tami Meyerson · New York · Professional & Technical Services
$2M in assets, 1 participants
Tami Meyerson's Tami Meyerson Money Purchase Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 123,622 plans)
- #5,059 in Professional & Technical Services (20,173 peers)
Tami Meyerson multi-year trail
Tami Meyerson's plans moved +41.3% in assets from 2022 to 2024; this filing shows Tami Meyerson Money Purchase Plan at $2M / 1 participant.
- $2M
- total plan assets (2024 EOY)
- 1
- covered participants
- 29th
- percentile by assets (of 123,622 plans)
- $2.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tami Meyerson Money Purchase Plan reported net income rose from $44K in the plan year 2023 filing to $930K in the plan year 2024 filing.
- Tami Meyerson Money Purchase Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Tami Meyerson across 3 plan years on file
Across the 3 plan years Tami Meyerson has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 41.3%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Tami Meyerson multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $3M |
| 2023 | 2 | 2 | $3M |
| 2024 | 2 | 2 | $4M |
Tami Meyerson filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $930K |
| Employer EIN | 900760298 |
| Plan Effective Date | 2001-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Tami Meyerson 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 Tami Meyerson Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Tami Meyerson Money Purchase Plan assets move in 2024? ▼
How have Tami Meyerson plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Tami Meyerson Money Purchase Plan? ▼
Next read for Tami Meyerson Money Purchase Plan
Multi-year trail
Ways to act on Tami Meyerson Money Purchase Plan's numbers.
- By total assets, Tami Meyerson Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Tami Meyerson's sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans