Money Purchase · DOL Form 5500 · 2024

Georgetown Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
N/A
Participants Small participant base
19th
Percentile by assets National rank
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Official DOL plan name: The Georgetown Group, Inc. Money Purchase Plan · Sponsored by Georgetown Group, Inc. · New York · Real Estate

$591K in assets, N/A participants

Georgetown Group, Inc.'s The Georgetown Group, Inc. Money Purchase Plan reported $591K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,505 in Real Estate (4,605 peers)

Georgetown Group, Inc. multi-year trail

Georgetown Group, Inc.'s plans moved -27.8% in assets from 2022 to 2024; this filing shows The Georgetown Group, Inc. Money Purchase Plan at $591K / N/A participants.

#1,505
in Real Estate (4,605 peers)
-22.1%
assets change YoY

The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Georgetown Group, Inc. Money Purchase Plan among the smaller filed plans by assets

The Georgetown Group, Inc. Money Purchase Plan vs every filed plan by assets

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

$591,184 19th percentile higher than 19% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Georgetown Group, Inc. Money Purchase Plan reported net income fell from -$60K in the plan year 2023 filing to -$168K in the plan year 2024 filing.
  • The Georgetown Group, Inc. Money Purchase Plan end-of-year assets fell from $759K in the plan year 2023 filing to $591K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132961281 · Georgetown Group, Inc. PY 2024 · Money Purchase

The Georgetown Group, Inc. Money Purchase Plan · $591K · N/A · 19th

  • PHOTO $591K
  • IND N/A
  • EOY 19th
  • 5500 Money Purchase
  • ASSETS near Green Wave LLC Retirement Plan
  • PCT ind #1505

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 Real Estate retirement plans → · Plans in New York →

The Georgetown Group, Inc. Money Purchase Plan in the asset neighbourhood

N.C. Cattlemens Association, Inc Pension Plan & TrustN.C. Cattlemens Association,…$598KThe Georgetown Group, Inc. Money Purchase PlanThe Georgetown Group, Inc. M…$591KGreen Wave LLC Retirement PlanGreen Wave LLC Retirement Pl…$590KGrupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$588KYaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$584K
End-of-year total assets ($M) among The Georgetown Group, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Georgetown Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Georgetown Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$591K 27.842440339022772% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.82M $0.59M ▼ -28.0%
Year Plans Participants Total Assets
2022 1 N/A $819K
2023 1 N/A $759K
2024 1 N/A $591K

Georgetown Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$759K
Net Assets (End of Year)$591K
Net Income-$168K
Employer EIN132961281
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

The Georgetown Group, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Georgetown Group, Inc. Money Purchase Plan, Total assets ($B): 0.000591184 · Participants: 0The Georgetown Group, Inc. 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
The Georgetown Group, Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Georgetown Group, Inc. Money Purchase Plan side-by-side with 3 peers →

The Georgetown Group, Inc. Money Purchase Plan's closest out-of-state Money Purchase peers by assets

Outside New York, the nearest Money Purchase by end-of-year assets is Green Wave LLC Retirement Plan in PR at $590K (this filing: $591K).

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 The Georgetown Group, Inc. Money Purchase Plan assets move in 2024? ▼
The Georgetown Group, Inc. Money Purchase Plan declined sharply - down 22.1% during 2024, from $759K to $591K. Reported net income was -$168K.
How have Georgetown Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgetown Group, Inc.'s sponsor-wide assets declined 27.8%, from $819K to $591K.
Where does The Georgetown Group, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
The Georgetown Group, Inc. Money Purchase Plan ranks in the 19th 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 The Georgetown Group, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Green Wave LLC Retirement Plan in PR ($590K, 1 participant).

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 132961281.

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.