Money Purchase · DOL Form 5500 · 2024

Board of Trustees Doctors Council Annuity Fund 2 Money Purchase Plan

Data updated 2026-08-11

$28M
Total assets
90
Participants
76th
Percentile by assets
$311,570
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$28M
total plan assets (2024 EOY)
90
covered participants
76th
percentile by assets (of 123,622 plans)
$311,570
avg assets per participant

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 →

State

Doctors Council Annuity Fund 2 vs the 2024 asset distribution

By assets, Doctors Council Annuity Fund 2 outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$22M$24M$26M$28M$30M 202220232024 $23.8M $28M ▲ +18.1%
Total plan assets by year, all Board of Trustees Doctors Council Annuity Fund 2 plans on file
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

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 Annu…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Doctors Council Annuity Fund 2 vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Doctors Council Annuity Fund 2 by total assets, not by location.

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).

Next read for Doctors Council Annuity Fund 2

Scale reading

Ways to act on Doctors Council Annuity Fund 2's numbers.

  • By total assets, Doctors Council Annuity Fund 2 ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Board of Trustees Doctors Council Annuity Fund 2's sponsor-wide assets have grown 18.1% since 2022 across 3 plan years on file. More Finance & Insurance plans