Defined Benefit (Pension) · DOL Form 5500 · 2024
Charles Pratt & Company, L.L.C. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $220,855
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Charles Pratt & Company · Sponsored by Charles Pratt & Company, L.L.C. · New York · Finance & Insurance
$2M in assets, 9 participants
Charles Pratt & Company, L.L.C.'s Retirement Plan for Employees of Charles Pratt & Company reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,573 in Finance & Insurance (8,549 peers)
Charles Pratt & Company, L.L.C. multi-year trail
Charles Pratt & Company, L.L.C.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Charles Pratt & Company at $2M / 9 participants.
- #1,573
- in Finance & Insurance (8,549 peers)
- -38.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Charles Pratt & Company among the smaller filed plans by assets
Retirement Plan for Employees of Charles Pratt & Company vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,987,699 29th percentile higher than 29% 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
Retirement Plan for Employees of Charles Pratt & Company among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Charles Pratt & Company is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Charles Pratt & Company reported net income fell from $472K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Retirement Plan for Employees of Charles Pratt & Company end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retirement Plan for Employees of Charles Pratt & Company reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
DOL schedule card
Filing strip 133798644 · Charles Pratt & Company, L.L.C. PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Charles Pratt & Company · $2M · 9 · 29th
- TYPE $2M
- NET 9
- BOOK 29th
- VS-ST Defined Benefit (Pension)
- BOY near Dachtler Wealth Management LLC Defined Benefit Pension Plan
- SCH ind #1573
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 →
Retirement Plan for Employees of Charles Pratt & Company in the asset neighbourhood
Charles Pratt & Company, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Charles Pratt & Company, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 41.50020865978373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18 | $7M |
| 2023 | 2 | 16 | $8M |
| 2024 | 2 | 18 | $4M |
Charles Pratt & Company, L.L.C. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 133798644 |
| Plan Effective Date | 1980-01-01 |
| 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.
- 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
Retirement Plan for Employees of Charles Pratt & Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Dachtler Wealth Management LLC Defined Benefit Pension Plan in CA ($2M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Jtm Perio Implants, Inc. Cash Balance Plan (CA) 9 · 0 off
- Gdmg Retirement Plan (CA) 9 · 0 off
- Hillenbrand, Inc. Pension Plan (IN) 9 · 0 off
- Viable Solutions, LLC Cash Balance Plan (ID) 9 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.