Defined Benefit (Pension) · DOL Form 5500 · 2024

Middlegate Securities Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
34th
Percentile by assets National rank
$217,542
Avg per participant Above avg balance/head
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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.

  • #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.

#1,917
in Finance & Insurance (8,549 peers)
+39.8%
assets growth YoY

Middlegate Securities Inc. Cash Balance Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

Middlegate Securities Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlegate Securities Inc. Cash Balance Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 133440941 · Middlegate Securities Inc. PY 2024 · Defined Benefit (Pension)

Middlegate Securities Inc. Cash Balance Plan · $3M · 14 · 34th

  • TYPE $3M
  • TYPE 14
  • TYPE 34th
  • TYPE Defined Benefit (Pension)
  • TYPE near United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension
  • TYPE ind #1917

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 →

Middlegate Securities Inc. Cash Balance Plan in the asset neighbourhood

Middlegate Securities Inc. Cash Balance PlanMiddlegate Securities Inc. C…$3MUnited Steelworkers of America & Velsicol Chemical Corp Amended & Restated PensionUnited Steelworkers of Ameri…$3MLoc 1139 Ue Grp Pen Pl for Ees of Minneapolis ScrapyardsLoc 1139 Ue Grp Pen Pl for E…$3MAnne Sneed Architectural Interiors Defined Benefit Pension PlanAnne Sneed Architectural Int…$3MSypris Technologies, Inc. Retirement Plan for Salaried and Non-Bargaining Unit EmployeesSypris Technologies, Inc. Re…$3M
End-of-year total assets ($M) among Middlegate Securities Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$867K
Employer EIN133440941
Plan Effective Date2020-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Middlegate Securities Inc. Cash Balance Plan, Total assets ($B): 0.003045584 · Participants: 14Middlegate Securities 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
Middlegate Securities Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Middlegate Securities Inc. Cash Balance Plan side-by-side with 3 peers →

Middlegate Securities 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 United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension in IL ($3M); by covered participants it is M & R Distributors International, Inc. Defined Benefit Pension Plan in FL (14 participants). Same-state nearby plans are listed separately above.

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 Middlegate Securities Inc. Cash Balance Plan assets move in 2024? ▼
Middlegate Securities Inc. Cash Balance Plan surged - up 39.8% during 2024, from $2M to $3M. Reported net income was $867K.
Which Defined Benefit (Pension) plans are similar in size to Middlegate Securities Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Steelworkers of America & Velsicol Chemical Corp Amended & Restated Pension in IL ($3M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Middlegate Securities Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is M & R Distributors International, Inc. Defined Benefit Pension Plan in FL (14 participants, $1M 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 133440941.

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.