Money Purchase · DOL Form 5500 · 2024
Cohen, Frankel & Ruggiero LLP Money Purchase Plan
Data updated 2026-08-11
- $306K
- Total assets
- 2
- Participants
- 14th
- Percentile by assets
- $152,921
- Avg per participant
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.
- 14th percentile by assets (of 123,622 plans)
- #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.
- $306K
- total plan assets (2024 EOY)
- 2
- covered participants
- 14th
- percentile by assets (of 123,622 plans)
- $152,921
- avg assets per participant
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.
2024 asset move for Cohen, Frankel & Ruggiero LLP-Money Purchase Plan
Year over year, total assets grew at a solid clip from $268K at the start of 2024 to $306K at year-end (up 14.1%). Net assets closed at $306K; reported net income $38K.
Cohen, Frankel & Ruggiero LLP years around the 2024 move
| 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 EIN | 133849472 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cohen, Frankel & Ruggiero LLP-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 Cohen, Frankel & Ruggiero LLP-Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Where does Cohen, Frankel & Ruggiero LLP-Money Purchase Plan rank by assets among Form 5500 filers? ▼
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2024 change
Ways to act on Cohen, Frankel & Ruggiero LLP-Money Purchase Plan's numbers.
- By total assets, Cohen, Frankel & Ruggiero LLP-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
- Cohen, Frankel & Ruggiero LLP's sponsor-wide assets have declined 5.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans