Defined Benefit (Pension) · DOL Form 5500 · 2023

Todd Gray and Assoc. Pension Plan

Data updated 2026-08-25

$868K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$216,876
Avg per participant Above avg balance/head
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Official DOL plan name: Todd Gray and Assoc. Defined Benefit Plan · Sponsored by Todd Gray and Assoc. · New York · Other Services

$868K in assets, 4 participants

Todd Gray and Assoc.'s Todd Gray and Assoc. Defined Benefit Plan reported $868K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,637 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Todd Gray and Assoc. Defined Benefit Plan ranks #3,637 of 7,857 2023 filers by assets (2314% of the sector average)-$868K for 4 participants.

#3,637
in Other Services (7,857 peers)
+94.3%
assets growth YoY

Todd Gray and Assoc. Defined Benefit Plan among the smaller filed plans by assets

Todd Gray and Assoc. Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$867,505 22nd percentile higher than 22% of 127,068 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 2023

Todd Gray and Assoc. Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Todd Gray and Assoc. Defined Benefit Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Todd Gray and Assoc. Defined Benefit Plan reported net income rose from $14K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • Todd Gray and Assoc. Defined Benefit Plan end-of-year assets rose from $447K in the plan year 2022 filing to $868K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271381354 · Todd Gray and Assoc. PY 2023 · Defined Benefit (Pension)

Todd Gray and Assoc. Defined Benefit Plan · $868K · 4 · 22nd

  • ASSETS $868K
  • PCT 4
  • EIN 22nd
  • RANK Defined Benefit (Pension)
  • PHOTO near Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan
  • IND ind #3637

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 →

Todd Gray and Assoc. Defined Benefit Plan in the asset neighbourhood

Todd Gray and Assoc. Defined Benefit PlanTodd Gray and Assoc. Defined…$868KAlvaro T. Caceres, M.D., Inc. Defined Benefit Pension PlanAlvaro T. Caceres, M.D., Inc…$873KMti Inspection Services Defined Benefit Pension Plan and TrustMti Inspection Services Defi…$860KFuture Industrial Technologies, Inc. Defined Benefit Pension PlanFuture Industrial Technologi…$858KLaser Esthetica a Medical Corporation Defined Benefit Pension PlanLaser Esthetica a Medical Co…$857K
End-of-year total assets ($M) among Todd Gray and Assoc. Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$447K
Net Assets (End of Year)$868K
Net Income$421K
Employer EIN271381354
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Todd Gray and Assoc.)

Sponsor-wide plan assets over time

All Todd Gray and Assoc. plans reported in each filing year

Latest sponsor-wide plan assets
$868K 94.27698027008263% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M 20222023 $0.45M $0.87M ▲ +93.3%
Year Plans Participants Total Assets
2022 1 4 $447K
2023 1 4 $868K

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Todd Gray and Assoc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Todd Gray and Assoc. Defined Benefit Plan, Total assets ($B): 0.000867505 · Participants: 4Todd Gray and Assoc. Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Todd Gray and Assoc. Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Todd Gray and Assoc. Defined Benefit Plan side-by-side with 3 peers →

Todd Gray and Assoc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan in CA ($873K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Todd Gray and Assoc. Defined Benefit Plan assets move in 2023? ▼
Todd Gray and Assoc. Defined Benefit Plan surged - up 94.3% during 2023, from $447K to $868K. Reported net income was $421K.
How have Todd Gray and Assoc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Todd Gray and Assoc.'s sponsor-wide assets grew 94.3%, from $447K to $868K.
Where does Todd Gray and Assoc. Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Todd Gray and Assoc. Defined Benefit Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Todd Gray and Assoc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alvaro T. Caceres, M.D., Inc. Defined Benefit Pension Plan in CA ($873K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Todd Gray and Assoc. Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271381354.

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.