Defined Benefit (Pension) · DOL Form 5500 · 2024

Preferred Placement, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$444,514
Avg per participant High balance/head
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Official DOL plan name: Preferred Placement, Inc. Cash Balance Plan · Sponsored by Preferred Placement, Inc. · New York · Administrative & Support Services

$3M in assets, 6 participants

Preferred Placement, Inc.'s Preferred Placement, Inc. Cash Balance Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,438 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Preferred Placement, Inc. Cash Balance Plan ranks #2,438 of 4,368 2024 filers by assets (1082% of the sector average)-$3M for 6 participants.

#2,438
in Administrative & Support Services (4,368 peers)
+19.7%
assets growth YoY

Preferred Placement, Inc. Cash Balance Plan among the smaller filed plans by assets

Preferred Placement, Inc. Cash Balance Plan vs every filed plan by assets

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

$2,667,081 33rd percentile higher than 33% 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

Preferred Placement, Inc. Cash Balance 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. Preferred Placement, Inc. Cash Balance Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Placement, Inc. Cash Balance Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Preferred Placement, Inc. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Preferred Placement, Inc. Cash Balance Plan reported net income fell from $498K in the plan year 2023 filing to $440K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133496618 · Preferred Placement, Inc. PY 2024 · Defined Benefit (Pension)

Preferred Placement, Inc. Cash Balance Plan · $3M · 6 · 33rd

  • IND $3M
  • IND 6
  • IND 33rd
  • IND Defined Benefit (Pension)
  • IND near D. B. Leishman, Inc. Defined Benefit Pension Plan
  • IND ind #2438

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 Administrative & Support Services retirement plans → · Plans in New York →

Preferred Placement, Inc. Cash Balance Plan in the asset neighbourhood

Preferred Placement, Inc. Cash Balance PlanPreferred Placement, Inc. Ca…$3MD. B. Leishman, Inc. Defined Benefit Pension PlanD. B. Leishman, Inc. Defined…$3MCascade Hernia and Surgical Solutions, P.S. Cash Balance PlanCascade Hernia and Surgical …$3MTeam Sweasey, Inc. Defined Benefit Pension PlanTeam Sweasey, Inc. Defined B…$3MBricklayers Pension Fund of West VirginiaBricklayers Pension Fund of …$3M
End-of-year total assets ($M) among Preferred Placement, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$440K
Employer EIN133496618
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Placement, Inc.)

Sponsor-wide plan assets over time

All Preferred Placement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 37.28194287467507% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.56M $10.4M ▲ +37.2%
Year Plans Participants Total Assets
2022 2 16 $8M
2023 2 16 $9M
2024 2 16 $10M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Preferred Placement, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Preferred Placement, Inc. Cash Balance Plan, Total assets ($B): 0.002667081 · Participants: 6Preferred Placement, Inc. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Preferred Placement, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Preferred Placement, Inc. Cash Balance Plan side-by-side with 3 peers →

Preferred Placement, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is D. B. Leishman, Inc. Defined Benefit Pension Plan in CA ($3M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Preferred Placement, Inc. Cash Balance Plan assets move in 2024? ▼
Preferred Placement, Inc. Cash Balance Plan grew sharply - up 19.7% during 2024, from $2M to $3M. Reported net income was $440K.
How have Preferred Placement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Placement, Inc.'s sponsor-wide assets grew 37.3%, from $8M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Preferred Placement, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is D. B. Leishman, Inc. Defined Benefit Pension Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Preferred Placement, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 133496618.

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.