Defined Benefit (Pension) · DOL Form 5500 · 2024

Interval Partners, LP Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
32
Participants Small participant base
45th
Percentile by assets National rank
$186,849
Avg per participant Above avg balance/head
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Official DOL plan name: Interval Partners, LP Cash Balance Plan · Sponsored by Interval Partners, LP · New York · Finance & Insurance

$6M in assets, 32 participants

Interval Partners, LP's Interval Partners, LP Cash Balance Plan reported $6M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,637 in Finance & Insurance (8,549 peers)

Interval Partners, LP multi-year trail

Interval Partners, LP's plans moved +58.8% in assets from 2022 to 2024; this filing shows Interval Partners, LP Cash Balance Plan at $6M / 32 participants.

#2,637
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY

Interval Partners, LP Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

Interval Partners, LP Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,979,156 45th percentile higher than 45% of 123,620 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 2024

Interval Partners, LP Cash Balance 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. Interval Partners, LP Cash Balance Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interval Partners, LP Cash Balance Plan reported participants rose from 19 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Interval Partners, LP Cash Balance Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Interval Partners, LP Cash Balance Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454463208 · Interval Partners, LP PY 2024 · Defined Benefit (Pension)

Interval Partners, LP Cash Balance Plan · $6M · 32 · 45th

  • TYPE $6M
  • TYPE 32
  • TYPE 45th
  • TYPE Defined Benefit (Pension)
  • TYPE near H.O.E. Investments, Inc. Pension Plan
  • TYPE ind #2637

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 →

Interval Partners, LP Cash Balance Plan in the asset neighbourhood

H.O.E. Investments, Inc. Pension PlanH.O.E. Investments, Inc. Pen…$6MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$6MRobert F. Vaage Defined Benefit Pension PlanRobert F. Vaage Defined Bene…$6MInterval Partners, LP Cash Balance PlanInterval Partners, LP Cash B…$6MEmployees' Retirement Plan of Centrus Energy Corp.Employees' Retirement Plan o…$6M
End-of-year total assets ($M) among Interval Partners, LP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Interval Partners, LP multi-year asset trail

Sponsor-wide plan assets over time

All Interval Partners, LP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 58.78956589356039% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.77M $5.98M ▲ +58.6%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 19 $5M
2024 1 32 $6M

Interval Partners, LP filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN454463208
Plan Effective Date2016-01-01
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.

Interval Partners, LP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Interval Partners, LP Cash Balance Plan, Total assets ($B): 0.005979156 · Participants: 32Interval Partners, LP Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Interval Partners, LP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Interval Partners, LP Cash Balance Plan side-by-side with 3 peers →

Interval Partners, LP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is H.O.E. Investments, Inc. Pension Plan in CA ($6M); by covered participants it is Maine Public Service Company Pension Plan in ME (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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.

Frequently Asked Questions

How did Interval Partners, LP Cash Balance Plan assets move in 2024? ▼
Interval Partners, LP Cash Balance Plan grew sharply - up 24.0% during 2024, from $5M to $6M. Reported net income was $1M.
How have Interval Partners, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interval Partners, LP's sponsor-wide assets grew 58.8%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Interval Partners, LP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H.O.E. Investments, Inc. Pension Plan in CA ($6M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Interval Partners, LP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maine Public Service Company Pension Plan in ME (32 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454463208.

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.