Money Purchase · DOL Form 5500 · 2024

Matthew S. Dulberg Money Purchase Plan

Data updated 2026-08-25

$541K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$270,307
Avg per participant High balance/head
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Official DOL plan name: Matthew S. Dulberg Money Purchase Plan · Sponsored by Matthew S. Dulberg · New York · Professional & Technical Services

$541K in assets, 2 participants

Matthew S. Dulberg's Matthew S. Dulberg Money Purchase Plan reported $541K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,803 in Professional & Technical Services (20,173 peers)

Matthew S. Dulberg multi-year trail

Matthew S. Dulberg's plans moved +16.9% in assets from 2022 to 2024; this filing shows Matthew S. Dulberg Money Purchase Plan at $541K / 2 participants.

#2,803
in Professional & Technical Services (20,173 peers)
+8.8%
assets growth YoY

Matthew S. Dulberg Money Purchase Plan among the smaller filed plans by assets

Matthew S. Dulberg Money Purchase Plan vs every filed plan by assets

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

$540,613 18th percentile higher than 18% 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

Matthew S. Dulberg Money Purchase 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. Matthew S. Dulberg Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Matthew S. Dulberg Money Purchase Plan reported net income fell from $49K in the plan year 2023 filing to $44K in the plan year 2024 filing.
  • Matthew S. Dulberg Money Purchase Plan end-of-year assets rose from $497K in the plan year 2023 filing to $541K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113473172 · Matthew S. Dulberg PY 2024 · Money Purchase

Matthew S. Dulberg Money Purchase Plan · $541K · 2 · 18th

  • PART $541K
  • PART 2
  • PART 18th
  • PART Money Purchase
  • PART near Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan
  • PART ind #2803

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 Professional & Technical Services retirement plans → · Plans in New York →

Matthew S. Dulberg Money Purchase Plan in the asset neighbourhood

Matthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$541KInstituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement PlanInstituto Cardiologico De Ar…$540KAdvanced Heart and Vascular Center Retirement PlanAdvanced Heart and Vascular …$539KInstituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement PlanInstituto Cardiologico De Ar…$544KRicardo E. Santiago Montalvo, Csp Retirement PlanRicardo E. Santiago Montalvo…$536K
End-of-year total assets ($M) among Matthew S. Dulberg Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Matthew S. Dulberg multi-year asset trail

Sponsor-wide plan assets over time

All Matthew S. Dulberg plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.941501704950905% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.29M $1.51M ▲ +17.1%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $1M
2024 2 4 $2M

Matthew S. Dulberg filing trail (2024)

Total Assets (Beginning of Year)$497K
Net Assets (End of Year)$541K
Net Income$44K
Employer EIN113473172
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Matthew S. Dulberg Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Matthew S. Dulberg Money Purchase Plan, Total assets ($B): 0.000540613 · Participants: 2Matthew S. Dulberg Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Matthew S. Dulberg Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Matthew S. Dulberg Money Purchase Plan side-by-side with 3 peers →

Matthew S. Dulberg Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan in PR ($540K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Matthew S. Dulberg Money Purchase Plan assets move in 2024? ▼
Matthew S. Dulberg Money Purchase Plan grew at a solid clip - up 8.8% during 2024, from $497K to $541K. Reported net income was $44K.
How have Matthew S. Dulberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthew S. Dulberg's sponsor-wide assets grew 16.9%, from $1M to $2M.
Where does Matthew S. Dulberg Money Purchase Plan rank by assets among Form 5500 filers? ▼
Matthew S. Dulberg Money Purchase Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Matthew S. Dulberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan in PR ($540K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Matthew S. Dulberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 113473172.

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.