Money Purchase · DOL Form 5500 · 2024
Georgetown Group, Inc. Money Purchase Plan
Data updated 2026-08-11
- $591K
- Total assets
- N/A
- Participants
- 19th
- Percentile by assets
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.
- 19th percentile by assets (of 123,622 plans)
- #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.
- $591K
- total plan assets (2024 EOY)
- N/A
- covered participants
- 19th
- percentile by assets (of 123,622 plans)
- -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.
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.
Georgetown Group, Inc. across 3 plan years on file
Across the 3 plan years Georgetown Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $819K to $591K, a decline of 27.8%. Peak year by sponsor assets: 2022 ($819K); trough: 2024 ($591K).
Georgetown Group, Inc. multi-year asset trail
| 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 EIN | 132961281 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Georgetown Group, Inc. 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 The Georgetown Group, Inc. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Georgetown Group, Inc. Money Purchase Plan's numbers.
- By total assets, The Georgetown Group, Inc. 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
- Georgetown Group, Inc.'s sponsor-wide assets have declined 27.8% since 2022 across 3 plan years on file. More Real Estate plans