Money Purchase · DOL Form 5500 · 2024
Stacey Braun Associates, Inc. Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $736,498
- Avg per participant High balance/head
Official DOL plan name: Stacey Braun Associates, Inc. Profit Sharing Plan · Sponsored by Stacey Braun Associates, Inc. · New York · Finance & Insurance
$12M in assets, 16 participants
Stacey Braun Associates, Inc.'s Stacey Braun Associates, Inc. Profit Sharing Plan reported $12M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,694 in Finance & Insurance (8,549 peers)
Stacey Braun Associates, Inc. multi-year trail
Stacey Braun Associates, Inc.'s plans moved +33.5% in assets from 2022 to 2024; this filing shows Stacey Braun Associates, Inc. Profit Sharing Plan at $12M / 16 participants.
- #3,694
- in Finance & Insurance (8,549 peers)
- +14.0%
- assets growth YoY
Stacey Braun Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Stacey Braun Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,783,974 Top 41% higher than 59% 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
Stacey Braun Associates, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stacey Braun Associates, Inc. Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stacey Braun Associates, Inc. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132889432 · Stacey Braun Associates, Inc. PY 2024 · Money Purchase
Stacey Braun Associates, Inc. Profit Sharing Plan · $12M · 16 · 59th
- IND $12M
- IND 16
- IND 59th
- IND Money Purchase
- IND near Colorado Symphony Orchestra Money Purchase Pension Plan
- IND ind #3694
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 →
Stacey Braun Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Stacey Braun Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stacey Braun Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.45151171768918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $9M |
| 2023 | 1 | 16 | $10M |
| 2024 | 1 | 16 | $12M |
Stacey Braun Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 132889432 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Stacey Braun Associates, Inc. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Colorado Symphony Orchestra Money Purchase Pension Plan in CO ($12M); by covered participants it is Pmc Employee Retirement Plan in TN (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Colorado Symphony Orchestra Money Purchase Pension Plan (CO) $12M · 82
- Church Homes, Inc., Congregational Defined Contribution Retirement Plan (CT) $12M · 204
- Cao Van Pham, M.D., Inc. Money Purchase Pension Plan (CA) $12M · 4
- Cordillera and Affiliated Companies Money Purchase Pension Plan (CO) $12M · 144
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- Pmc Employee Retirement Plan (TN) 16 · 0 off
- Tmmb Corporation Pension Plan (PA) 16 · 0 off
- Bacharach Institute for Rehabilitation Pension Plan (NJ) 16 · 0 off
- Line and Space LLC Money Purchase Plan (AZ) 17 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.