Defined Benefit (Pension) · DOL Form 5500 · 2024
Middlegate Securities Inc. Pension Plan
Data updated 2026-08-11
- $3M
- Total assets
- 14
- Participants
- 34th
- Percentile by assets
- $217,542
- Avg per participant
Official DOL plan name: Middlegate Securities Inc. Cash Balance Plan · Sponsored by Middlegate Securities Inc. · New York · Finance & Insurance
$3M in assets, 14 participants
Middlegate Securities Inc.'s Middlegate Securities Inc. Cash Balance Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- 34th percentile by assets (of 123,622 plans)
- #1,917 in Finance & Insurance (8,549 peers)
2024 asset change
Middlegate Securities Inc. Cash Balance Plan surged 39.8% in 2024 ($2M → $3M) for 14 participants.
- $3M
- total plan assets (2024 EOY)
- 14
- covered participants
- 34th
- percentile by assets (of 123,622 plans)
- $217,542
- avg assets per participant
Where Middlegate Securities Inc. Cash Balance Plan sits by total assets
Middlegate Securities Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,045,584 34th percentile higher than 34% 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
2024 asset move for Middlegate Securities Inc. Cash Balance Plan
Year over year, total assets surged from $2M at the start of 2024 to $3M at year-end (up 39.8%). Net assets closed at $3M; reported net income $867K.
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $867K |
| Employer EIN | 133440941 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Middlegate Securities Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Middlegate Securities Inc. Cash Balance Plan by total assets, not by location.
- United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension (IL) $3M · N/A
- Loc 1139 Ue Grp Pen Pl for Ees of Minneapolis Scrapyards (MN) $3M · 16
- Anne Sneed Architectural Interiors Defined Benefit Pension Plan (CA) $3M · 7
- Sypris Technologies, Inc. Retirement Plan for Salaried and Non-Bargaining Unit Employees (KY) $3M · N/A
Frequently Asked Questions
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2024 change
Ways to act on Middlegate Securities Inc. Cash Balance Plan's numbers.
- By total assets, Middlegate Securities Inc. Cash Balance Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans