Defined Benefit (Pension) · DOL Form 5500 · 2024

Barbara E Ostrander, Cpa, P.C. Pension Plan

Data updated 2026-08-25

$662K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$661,681
Avg per participant High balance/head
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Official DOL plan name: Barbara E. Ostrander, Cpa, PC Cash Balance Plan · Sponsored by Barbara E Ostrander, Cpa, P.C. · New York · Professional & Technical Services

$662K in assets, 1 participants

Barbara E Ostrander, Cpa, P.C.'s Barbara E. Ostrander, Cpa, PC Cash Balance Plan reported $662K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,071 in Professional & Technical Services (20,173 peers)

Barbara E Ostrander, Cpa, P.C. multi-year trail

Barbara E Ostrander, Cpa, P.C.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Barbara E. Ostrander, Cpa, PC Cash Balance Plan at $662K / 1 participant.

#3,071
in Professional & Technical Services (20,173 peers)
+34.9%
assets growth YoY

Barbara E. Ostrander, Cpa, PC Cash Balance Plan among the smaller filed plans by assets

Barbara E. Ostrander, Cpa, PC Cash Balance Plan vs every filed plan by assets

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

$661,681 20th percentile higher than 20% 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

Barbara E. Ostrander, Cpa, PC Cash Balance 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. Barbara E. Ostrander, Cpa, PC Cash Balance Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barbara E. Ostrander, Cpa, PC Cash Balance Plan end-of-year assets rose from $490K in the plan year 2023 filing to $662K in the plan year 2024 filing.
  • Barbara E. Ostrander, Cpa, PC Cash Balance Plan reported net income rose from $148K in the plan year 2023 filing to $171K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421620773 · Barbara E Ostrander, Cpa, P.C. PY 2024 · Defined Benefit (Pension)

Barbara E. Ostrander, Cpa, PC Cash Balance Plan · $662K · 1 · 20th

  • PCT $662K
  • EIN 1
  • RANK 20th
  • PHOTO Defined Benefit (Pension)
  • IND near Pro Health Group Inc Defined Benefit Pension Plan
  • EOY ind #3071

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 →

Barbara E. Ostrander, Cpa, PC Cash Balance Plan in the asset neighbourhood

Barbara E. Ostrander, Cpa, PC Cash Balance PlanBarbara E. Ostrander, Cpa, P…$662KPro Health Group Inc Defined Benefit Pension PlanPro Health Group Inc Defined…$663KSignify North America Corporation Pension PlanSignify North America Corpor…$664KAlpha Road Productions Defined Benefit Pension PlanAlpha Road Productions Defin…$658KJohn D Steves Cash Balance PlanJohn D Steves Cash Balance P…$653K
End-of-year total assets ($M) among Barbara E. Ostrander, Cpa, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Barbara E Ostrander, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Barbara E Ostrander, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.427935922259934% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.51M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 2 $941K
2023 2 2 $1M
2024 2 2 $2M

Barbara E Ostrander, Cpa, P.C. filing trail (2024)

Total Assets (Beginning of Year)$490K
Net Assets (End of Year)$662K
Net Income$171K
Employer EIN421620773
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.

Barbara E. Ostrander, Cpa, PC 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 ($B) Participants Barbara E. Ostrander, Cpa, PC Cash Balance Plan, Total assets ($B): 0.000661681 · Participants: 1Barbara E. Ostrander, Cpa, PC 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
Barbara E. Ostrander, Cpa, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Barbara E. Ostrander, Cpa, PC Cash Balance Plan side-by-side with 3 peers →

Barbara E. Ostrander, Cpa, PC 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 Pro Health Group Inc Defined Benefit Pension Plan in CA ($663K); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Barbara E. Ostrander, Cpa, PC Cash Balance Plan assets move in 2024? ▼
Barbara E. Ostrander, Cpa, PC Cash Balance Plan surged - up 34.9% during 2024, from $490K to $662K. Reported net income was $171K.
How have Barbara E Ostrander, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara E Ostrander, Cpa, P.C.'s sponsor-wide assets grew 60.4%, from $941K to $2M.
Where does Barbara E. Ostrander, Cpa, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Barbara E. Ostrander, Cpa, PC Cash Balance Plan ranks in the 20th 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 Defined Benefit (Pension) plans are similar in size to Barbara E. Ostrander, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pro Health Group Inc Defined Benefit Pension Plan in CA ($663K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Barbara E. Ostrander, Cpa, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, 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 421620773.

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.