Money Purchase · DOL Form 5500 · 2024
Joel B. Rudin Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 2
- Participants
- 37th
- Percentile by assets
- $1.9M
- Avg per participant
Official DOL plan name: Joel B. Rudin Mp/Ps Plan · Sponsored by Joel B. Rudin · New York · Professional & Technical Services
$4M in assets, 2 participants
Joel B. Rudin's Joel B. Rudin Mp/Ps Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 123,622 plans)
- #6,897 in Professional & Technical Services (20,173 peers)
Joel B. Rudin multi-year trail
Joel B. Rudin's plans moved +26.2% in assets from 2022 to 2024; this filing shows Joel B. Rudin Mp/Ps Plan at $4M / 2 participants.
- $4M
- total plan assets (2024 EOY)
- 2
- covered participants
- 37th
- percentile by assets (of 123,622 plans)
- $1.9M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joel B. Rudin Mp/Ps Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Joel B. Rudin Mp/Ps Plan reported net income rose from $369K in the plan year 2023 filing to $409K in the plan year 2024 filing.
Joel B. Rudin across 3 plan years on file
Across the 3 plan years Joel B. Rudin has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 26.2%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Joel B. Rudin multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $4M |
Joel B. Rudin filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $409K |
| Employer EIN | 133710130 |
| Plan Effective Date | 1992-12-30 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joel B. Rudin Mp/Ps 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 Joel B. Rudin Mp/Ps Plan by total assets, not by location.
Frequently Asked Questions
How did Joel B. Rudin Mp/Ps Plan assets move in 2024? ▼
How have Joel B. Rudin plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Joel B. Rudin Mp/Ps Plan? ▼
Next read for Joel B. Rudin Mp/Ps Plan
Multi-year trail
Ways to act on Joel B. Rudin Mp/Ps Plan's numbers.
- By total assets, Joel B. Rudin Mp/Ps 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
- Joel B. Rudin's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans