Money Purchase · DOL Form 5500 · 2024

Ci Capital Partners LLC Money Purchase Plan

Data updated 2026-08-25

$304K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$101,296
Avg per participant Below avg balance/head
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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.

  • #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.

#587
in Finance & Insurance (8,549 peers)
+23.6%
assets growth YoY

Ci Capital Partners, LLC Money Purchase Plan among the smaller filed plans by assets

Ci Capital Partners, LLC Money Purchase Plan vs every filed plan by assets

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

$303,887 14th percentile higher than 14% 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

Ci Capital Partners, LLC Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ci Capital Partners, LLC Money Purchase Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260304387 · Ci Capital Partners LLC PY 2024 · Money Purchase

Ci Capital Partners, LLC Money Purchase Plan · $304K · 3 · 14th

  • IND $304K
  • EOY 3
  • 5500 14th
  • ASSETS Money Purchase
  • PCT near Steven R. Goldberg, Esq. Money Purchase Plan
  • EIN ind #587

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 →

Ci Capital Partners, LLC Money Purchase Plan in the asset neighbourhood

Retirement Plan of Richard P. Mellon 1940 TrustRetirement Plan of Richard P…$308KRetirement Plan of Seward Prosser Mellon 1942 TrustRetirement Plan of Seward Pr…$308KRetirement Plan of Cassandra M. Milbury 1940 TrustRetirement Plan of Cassandra…$308KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$304KSteven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$305K
End-of-year total assets ($M) among Ci Capital Partners, LLC Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ci Capital Partners LLC years around the 2024 move

Sponsor-wide plan assets over time

All Ci Capital Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.8469669298827145% vs 2022
2024 filing year
$7.8M$8M$8.2M$8.4M$8.6M$8.8M 202220232024 $8.24M $8.01M ▼ -2.8%
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 EIN260304387
Plan Effective Date1998-05-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ci Capital Partners, LLC Money Purchase Plan, Total assets ($B): 0.000303887 · Participants: 3Ci Capital Partners, LLC Money Purchase PlanTiaa 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
Ci Capital Partners, LLC Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Ci Capital Partners, LLC Money Purchase Plan side-by-side with 3 peers →

Ci Capital Partners, LLC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Steven R. Goldberg, Esq. Money Purchase Plan in NJ ($305K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ci Capital Partners, LLC Money Purchase Plan assets move in 2024? ▼
Ci Capital Partners, LLC Money Purchase Plan grew sharply - up 23.6% during 2024, from $246K to $304K. Reported net income was $58K.
How have Ci Capital Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ci Capital Partners LLC's sponsor-wide assets declined 2.8%, from $8M to $8M.
Where does Ci Capital Partners, LLC Money Purchase Plan rank by assets among Form 5500 filers? ▼
Ci Capital Partners, LLC Money Purchase Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Ci Capital Partners, LLC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Steven R. Goldberg, Esq. Money Purchase Plan in NJ ($305K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Ci Capital Partners, LLC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A 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 260304387.

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.