Defined Benefit (Pension) · DOL Form 5500 · 2024
Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $105,678
- Avg per participant Below avg balance/head
Official DOL plan name: Barasch & Mcgarry, PC Cash Balance Plan · Sponsored by Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson · New York · Professional & Technical Services
$15M in assets, 143 participants
Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson's Barasch & Mcgarry, PC Cash Balance Plan reported $15M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,857 in Professional & Technical Services (20,173 peers)
Coverage in New York
Barasch & Mcgarry, PC Cash Balance Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #12,857
- in Professional & Technical Services (20,173 peers)
- +29.4%
- assets growth YoY
Barasch & Mcgarry, PC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers
Barasch & Mcgarry, PC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,111,909 Top 35% higher than 65% 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
Barasch & Mcgarry, PC Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barasch & Mcgarry, PC Cash Balance Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barasch & Mcgarry, PC Cash Balance Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Barasch & Mcgarry, PC Cash Balance Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Barasch & Mcgarry, PC Cash Balance Plan reported participants rose from 125 in the plan year 2023 filing to 143 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133806401 · Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson PY 2024 · Defined Benefit (Pension)
Barasch & Mcgarry, PC Cash Balance Plan · $15M · 143 · 65th
- ASSETS $15M
- ASSETS 143
- ASSETS 65th
- ASSETS Defined Benefit (Pension)
- ASSETS near Epcor Water (USA), Inc. Pension Plan
- ASSETS ind #12857
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 →
Barasch & Mcgarry, PC Cash Balance Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 133806401 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson)
Sponsor-wide plan assets over time
All Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 197.9230197554719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $12M |
| 2023 | 2 | 285 | $27M |
| 2024 | 2 | 330 | $34M |
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
Barasch & Mcgarry, 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 Epcor Water (USA), Inc. Pension Plan in AZ ($15M); by covered participants it is Retirement Plan for Employees of La Capitol Federal Credit Union in LA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Epcor Water (USA), Inc. Pension Plan (AZ) $15M · 43
- Hunter Douglas Employees' Retirement Plan (CO) $15M · 705
- Nasco Pension Plan (WI) $15M · 53
- The Bangor Publishing Company Pension Plan (ME) $15M · 18
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Retirement Plan for Employees of La Capitol Federal Credit Union (LA) 143 · 0 off
- The Esab Group, Inc. Consolidated Retirement Plan (MD) 143 · 0 off
- Retirement Plan for Pilots of Hawaiian Airlines, Inc. (HI) 143 · 0 off
- Triangle Credit Union Cash Balance Defined Benefit Plan and Trust (NH) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.