IRA-Based · DOL Form 5500 · 2024
Guy Carpenter & Company, LLC IRA-Based Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 58th
- Percentile by assets National rank
Official DOL plan name: Balis & Co., Inc. Pension Plan · Sponsored by Guy Carpenter & Company, LLC · New York · Finance & Insurance
$11M in assets, N/A participants
Guy Carpenter & Company, LLC's Balis & Co., Inc. Pension Plan reported $11M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,541 in Finance & Insurance (8,549 peers)
Guy Carpenter & Company, LLC multi-year trail
Guy Carpenter & Company, LLC's plans moved +10.8% in assets from 2022 to 2024; this filing shows Balis & Co., Inc. Pension Plan at $11M / N/A participants.
- #3,541
- in Finance & Insurance (8,549 peers)
- +5.3%
- assets growth YoY
Balis & Co., Inc. Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Balis & Co., Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,864,769 Top 42% higher than 58% of 123,620 filed plans
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
- Balis & Co., Inc. Pension Plan reported net income rose from $513K in the plan year 2023 filing to $550K in the plan year 2024 filing.
- Balis & Co., Inc. Pension Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134985720 · Guy Carpenter & Company, LLC PY 2024 · IRA-Based
Balis & Co., Inc. Pension Plan · $11M · N/A · 58th
- SCH $11M
- EBSA N/A
- PART 58th
- TYPE IRA-Based
- NET near Employee Retirement Security Plan of the Achievement Centers for Children
- BOOK ind #3541
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 →
Balis & Co., Inc. Pension Plan in the asset neighbourhood
Guy Carpenter & Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Guy Carpenter & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.839847246894914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $10M |
| 2023 | 1 | N/A | $10M |
| 2024 | 1 | N/A | $11M |
Guy Carpenter & Company, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $550K |
| Employer EIN | 134985720 |
| Plan Effective Date | 1949-05-01 |
| Filing Status | FILING RECEIVED |
Nearby IRA-Based Plans in New York
Peer IRA-Based plans, same state, same plan type, ranked by total assets.
Balis & Co., Inc. Pension Plan's closest out-of-state IRA-Based peers by assets
Outside New York, the nearest IRA-Based by end-of-year assets is Employee Retirement Security Plan of the Achievement Centers for Children in OH at $8M (this filing: $11M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.