Money Purchase · DOL Form 5500 · 2024

Cohen, Frankel & Ruggiero LLP Money Purchase Plan

Data updated 2026-08-25

$306K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$152,921
Avg per participant Above avg balance/head
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Official DOL plan name: Cohen, Frankel & Ruggiero LLP-Money Purchase Plan · Sponsored by Cohen, Frankel & Ruggiero LLP · New York · Professional & Technical Services

$306K in assets, 2 participants

Cohen, Frankel & Ruggiero LLP's Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported $306K in total assets and 2 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.

  • #2,164 in Professional & Technical Services (20,173 peers)

2024 asset change

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan grew at a solid clip 14.1% in 2024 ($268K → $306K) for 2 participants.

#2,164
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan among the smaller filed plans by assets

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs every filed plan by assets

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

$305,841 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

Cohen, Frankel & Ruggiero LLP-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. Cohen, Frankel & Ruggiero LLP-Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan end-of-year assets rose from $268K in the plan year 2023 filing to $306K in the plan year 2024 filing.
  • Cohen, Frankel & Ruggiero LLP-Money Purchase Plan reported net income rose from $36K in the plan year 2023 filing to $38K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133849472 · Cohen, Frankel & Ruggiero LLP PY 2024 · Money Purchase

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan · $306K · 2 · 14th

  • PART $306K
  • TYPE 2
  • NET 14th
  • BOOK Money Purchase
  • VS-ST near Steven R. Goldberg, Esq. Money Purchase Plan
  • BOY ind #2164

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 Professional & Technical Services retirement plans → · Plans in New York →

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan in the asset neighbourhood

Cohen, Frankel & Ruggiero LLP-Money Purchase PlanCohen, Frankel & Ruggiero LL…$306KRetirement 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…$308KSteven R. Goldberg, Esq. Money Purchase PlanSteven R. Goldberg, Esq. Mon…$305K
End-of-year total assets ($M) among Cohen, Frankel & Ruggiero LLP-Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Cohen, Frankel & Ruggiero LLP years around the 2024 move

Sponsor-wide plan assets over time

All Cohen, Frankel & Ruggiero LLP plans reported in each filing year

Latest sponsor-wide plan assets
$684K 5.564594139961445% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.72M $0.68M ▼ -5.6%
Year Plans Participants Total Assets
2022 2 4 $725K
2023 2 6 $612K
2024 2 4 $684K

2024 asset-move particulars

Total Assets (Beginning of Year)$268K
Net Assets (End of Year)$306K
Net Income$38K
Employer EIN133849472
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cohen, Frankel & Ruggiero LLP-Money Purchase Plan, Total assets ($B): 0.000305841 · Participants: 2Cohen, Frankel & Ruggiero LLP-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
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Cohen, Frankel & Ruggiero LLP-Money Purchase Plan side-by-side with 3 peers →

Cohen, Frankel & Ruggiero LLP-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 Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan assets move in 2024? ▼
Cohen, Frankel & Ruggiero LLP-Money Purchase Plan grew at a solid clip - up 14.1% during 2024, from $268K to $306K. Reported net income was $38K.
How have Cohen, Frankel & Ruggiero LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Frankel & Ruggiero LLP's sponsor-wide assets declined 5.6%, from $725K to $684K.
Where does Cohen, Frankel & Ruggiero LLP-Money Purchase Plan rank by assets among Form 5500 filers? ▼
Cohen, Frankel & Ruggiero LLP-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 Cohen, Frankel & Ruggiero LLP-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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 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 133849472.

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.