Money Purchase · DOL Form 5500 · 2024

Board of Trustees Doctors Council Annuity Fund 2 Money Purchase Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
90
Participants Small participant base
76th
Percentile by assets National rank
$311,570
Avg per participant High balance/head
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Official DOL plan name: Doctors Council Annuity Fund 2 · Sponsored by Board of Trustees Doctors Council Annuity Fund 2 · New York · Finance & Insurance

$28M in assets, 90 participants

Board of Trustees Doctors Council Annuity Fund 2's Doctors Council Annuity Fund 2 reported $28M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,416 in Finance & Insurance (8,549 peers)

Where Doctors Council Annuity Fund 2 sits by assets

Doctors Council Annuity Fund 2 sits in the top quartile of all filed plans by assets, $28M for 90 participants (~$311,570/participant), up 9.4% in 2024.

#5,416
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Doctors Council Annuity Fund 2's outsized position by total assets

Doctors Council Annuity Fund 2 vs every filed plan by assets

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

$28,041,320 Top 24% higher than 76% 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

Doctors Council Annuity Fund 2 among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doctors Council Annuity Fund 2 is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Doctors Council Annuity Fund 2 reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Doctors Council Annuity Fund 2 end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Doctors Council Annuity Fund 2 reported participants fell from 97 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134142891 · Board of Trustees Doctors Council Annuity Fund 2 PY 2024 · Money Purchase

Doctors Council Annuity Fund 2 · $28M · 90 · 76th

  • RANK $28M
  • PHOTO 90
  • IND 76th
  • EOY Money Purchase
  • 5500 near Pax Machine Works, Inc. Pension Plan & Trust
  • ASSETS ind #5416

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 →

Doctors Council Annuity Fund 2 in the asset neighbourhood

Swisher International Inc. Defined Contribution Plan for Salaried EmployeesSwisher International Inc. D…$28MSemmes, Bowen & Semmes Pension PlanSemmes, Bowen & Semmes Pensi…$28MCritical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanCritical Care & Pulmonary Co…$28MPax Machine Works, Inc. Pension Plan & TrustPax Machine Works, Inc. Pens…$28MDoctors Council Annuity Fund 2Doctors Council Annuity Fund…$28M
End-of-year total assets ($M) among Doctors Council Annuity Fund 2 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN134142891
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Doctors Council Annuity Fund 2)

Sponsor-wide plan assets over time

All Board of Trustees Doctors Council Annuity Fund 2 plans reported in each filing year

Latest sponsor-wide plan assets
$28M 18.05604029883107% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.8M $28M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 100 $24M
2023 1 97 $26M
2024 1 90 $28M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Doctors Council Annuity Fund 2 vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Doctors Council Annuity Fund 2, Total assets ($B): 0.02804132 · Participants: 90Doctors Council Annuity Fund 2Tiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Doctors Council Annuity Fund 2 vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Doctors Council Annuity Fund 2 side-by-side with 3 peers →

Doctors Council Annuity Fund 2's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Pax Machine Works, Inc. Pension Plan & Trust in OH ($28M); by covered participants it is Defined Contribution Pension Plan for Employees of Attic Correctional Services, Inc. in WI (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Doctors Council Annuity Fund 2 assets move in 2024? ▼
Doctors Council Annuity Fund 2 grew at a solid clip - up 9.4% during 2024, from $26M to $28M. Reported net income was $2M.
How have Board of Trustees Doctors Council Annuity Fund 2 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Doctors Council Annuity Fund 2's sponsor-wide assets grew 18.1%, from $24M to $28M.
Where does Doctors Council Annuity Fund 2 rank by assets among Form 5500 filers? ▼
Doctors Council Annuity Fund 2 ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Doctors Council Annuity Fund 2? ▼
Among Money Purchase plans in other states, the closest by assets is Pax Machine Works, Inc. Pension Plan & Trust in OH ($28M, 188 participants).
Which Money Purchase plans cover a similar participant headcount to Doctors Council Annuity Fund 2? ▼
Among Money Purchase plans in other states, the closest by covered participants is Defined Contribution Pension Plan for Employees of Attic Correctional Services, Inc. in WI (91 participants, $4M 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 134142891.

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.