Money Purchase · DOL Form 5500 · 2024
Tami Meyerson Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
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.
- #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.
- #5,059
- in Professional & Technical Services (20,173 peers)
- +88.4%
- assets growth YoY
Tami Meyerson Money Purchase Plan among the smaller filed plans by assets
Tami Meyerson Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,983,049 29th percentile higher than 29% 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
Tami Meyerson 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. Tami Meyerson Money Purchase Plan is a micro filing (1 participant), the leftmost band.
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.
EBSA filing schedule strip
Filing strip 900760298 · Tami Meyerson PY 2024 · Money Purchase
Tami Meyerson Money Purchase Plan · $2M · 1 · 29th
- TYPE $2M
- NET 1
- BOOK 29th
- VS-ST Money Purchase
- BOY near Caribbean Retailers Inc Employee Retirement Plan
- SCH ind #5059
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 Professional & Technical Services retirement plans → · Plans in New York →
Tami Meyerson Money Purchase Plan in the asset neighbourhood
Tami Meyerson multi-year asset trail
Sponsor-wide plan assets over time
All Tami Meyerson plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 41.33011309414267% vs 2022
- 2024 filing year
| 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.
- 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
Tami Meyerson Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Caribbean Retailers Inc Employee Retirement Plan in PR ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Robert Duane Ralston Pension Plan (IL) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.