Money Purchase · DOL Form 5500 · 2024
Max Kade Foundation Inc Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref · Sponsored by Max Kade Foundation Inc · New York · Other Services
$5M in assets, 3 participants
Max Kade Foundation Inc's Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #5,028 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref ranks #5,028 of 7,719 2024 filers by assets (374% of the sector average)-$5M for 3 participants.
- #5,028
- in Other Services (7,719 peers)
- +15.5%
- assets growth YoY
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref's mid-pack asset rank among Other Services and all filers
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,361,828 43rd percentile higher than 43% 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
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 135658082 · Max Kade Foundation Inc PY 2024 · Money Purchase
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref · $5M · 3 · 43rd
- EOY $5M
- EOY 3
- EOY 43rd
- EOY Money Purchase
- EOY near Richard I Spiro Profit Sharing Plan
- EOY ind #5028
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 →
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $718K |
| Employer EIN | 135658082 |
| Plan Effective Date | 1959-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Max Kade Foundation Inc)
Sponsor-wide plan assets over time
All Max Kade Foundation Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.50244265718018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 3 | $5M |
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
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Richard I Spiro Profit Sharing Plan in MA ($5M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.