Money Purchase · DOL Form 5500 · 2024
Ci Capital Partners LLC Money Purchase Plan
Data updated 2026-08-11
- $304K
- Total assets
- 3
- Participants
- 14th
- Percentile by assets
- $101,296
- Avg per participant
Official DOL plan name: Ci Capital Partners, LLC Money Purchase Plan · Sponsored by Ci Capital Partners LLC · New York · Finance & Insurance
$304K in assets, 3 participants
Ci Capital Partners LLC's Ci Capital Partners, LLC Money Purchase Plan reported $304K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- 14th percentile by assets (of 123,622 plans)
- #587 in Finance & Insurance (8,549 peers)
2024 asset change
Ci Capital Partners, LLC Money Purchase Plan grew sharply 23.6% in 2024 ($246K → $304K) for 3 participants.
- $304K
- total plan assets (2024 EOY)
- 3
- covered participants
- 14th
- percentile by assets (of 123,622 plans)
- $101,296
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ci Capital Partners, LLC Money Purchase Plan reported net income rose from -$226K in the plan year 2023 filing to $58K in the plan year 2024 filing.
- Ci Capital Partners, LLC Money Purchase Plan end-of-year assets rose from $246K in the plan year 2023 filing to $304K in the plan year 2024 filing.
2024 asset move for Ci Capital Partners, LLC Money Purchase Plan
Year over year, total assets grew sharply from $246K at the start of 2024 to $304K at year-end (up 23.6%). Net assets closed at $304K; reported net income $58K.
Ci Capital Partners LLC years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 34 | $8M |
| 2023 | 2 | 11 | $9M |
| 2024 | 2 | 11 | $8M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $246K |
|---|---|
| Net Assets (End of Year) | $304K |
| Net Income | $58K |
| Employer EIN | 260304387 |
| Plan Effective Date | 1998-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ci Capital Partners, LLC Money Purchase 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 Ci Capital Partners, LLC Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Ci Capital Partners, LLC Money Purchase Plan assets move in 2024? ▼
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Where does Ci Capital Partners, LLC Money Purchase Plan rank by assets among Form 5500 filers? ▼
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Next read for Ci Capital Partners, LLC Money Purchase …
2024 change
Ways to act on Ci Capital Partners, LLC Money Purchase Plan's numbers.
- By total assets, Ci Capital Partners, LLC Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Ci Capital Partners LLC's sponsor-wide assets have declined 2.8% since 2022 across 3 plan years on file. More Finance & Insurance plans