Defined Benefit (Pension) · DOL Form 5500 · 2024

J. Frank Associates, LLC Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
201
Participants Below avg headcount
75th
Percentile by assets National rank
$129,625
Avg per participant Near avg balance/head
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Official DOL plan name: Joele Frank, Wilkinson Brimmer Katcher Vip Plan · Sponsored by J. Frank Associates, LLC · New York · Finance & Insurance

$26M in assets, 201 participants

J. Frank Associates, LLC's Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported $26M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,264 in Finance & Insurance (8,549 peers)

Coverage in New York

Joele Frank, Wilkinson Brimmer Katcher Vip Plan covers 201 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $26M.

#5,264
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Joele Frank, Wilkinson Brimmer Katcher Vip Plan's outsized position by total assets

Joele Frank, Wilkinson Brimmer Katcher Vip Plan vs every filed plan by assets

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

$26,054,639 Top 25% higher than 75% 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

Joele Frank, Wilkinson Brimmer Katcher Vip Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joele Frank, Wilkinson Brimmer Katcher Vip Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Joele Frank, Wilkinson Brimmer Katcher Vip Plan reported participants rose from 187 in the plan year 2023 filing to 201 in the plan year 2024 filing.
  • Joele Frank, Wilkinson Brimmer Katcher Vip Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134072229 · J. Frank Associates, LLC PY 2024 · Defined Benefit (Pension)

Joele Frank, Wilkinson Brimmer Katcher Vip Plan · $26M · 201 · 75th

  • EIN $26M
  • RANK 201
  • PHOTO 75th
  • IND Defined Benefit (Pension)
  • EOY near Lnp Engineering Plastics Inc. Pension Plan
  • 5500 ind #5264

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 →

Joele Frank, Wilkinson Brimmer Katcher Vip Plan in the asset neighbourhood

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$26MLnp Engineering Plastics Inc. Pension PlanLnp Engineering Plastics Inc…$26MJoele Frank, Wilkinson Brimmer Katcher Vip PlanJoele Frank, Wilkinson Brimm…$26MPension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$26MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$26M
End-of-year total assets ($M) among Joele Frank, Wilkinson Brimmer Katcher Vip Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN134072229
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Frank Associates, LLC)

Sponsor-wide plan assets over time

All J. Frank Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.69486238324295% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $81.6M $116M ▲ +42.7%
Year Plans Participants Total Assets
2022 2 317 $82M
2023 1 187 $25M
2024 2 403 $116M

Nearby Defined Benefit (Pension) Plans in New York

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

Joele Frank, Wilkinson Brimmer Katcher Vip Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Joele Frank, Wilkinson Brimmer Katcher Vip Plan, Total assets ($B): 0.026054639 · Participants: 201Joele Frank, Wilkinson Brimmer Katcher Vip 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
Joele Frank, Wilkinson Brimmer Katcher Vip Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Joele Frank, Wilkinson Brimmer Katcher Vip Plan side-by-side with 3 peers →

Joele Frank, Wilkinson Brimmer Katcher Vip Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Lnp Engineering Plastics Inc. Pension Plan in TX ($26M); by covered participants it is New-Indy Catawba, LLC Pension Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Joele Frank, Wilkinson Brimmer Katcher Vip Plan assets move in 2024? ▼
Joele Frank, Wilkinson Brimmer Katcher Vip Plan grew at a solid clip - up 6.2% during 2024, from $25M to $26M. Reported net income was $2M.
How have J. Frank Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Frank Associates, LLC's sponsor-wide assets grew 42.7%, from $82M to $116M.
Where does Joele Frank, Wilkinson Brimmer Katcher Vip Plan rank by assets among Form 5500 filers? ▼
Joele Frank, Wilkinson Brimmer Katcher Vip Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Joele Frank, Wilkinson Brimmer Katcher Vip Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lnp Engineering Plastics Inc. Pension Plan in TX ($26M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Joele Frank, Wilkinson Brimmer Katcher Vip Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New-Indy Catawba, LLC Pension Plan in CA (201 participants, $79M 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 134072229.

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.