Defined Benefit (Pension) · DOL Form 5500 · 2024
Proactive Brokerage Inc. Pension Plan
Data updated 2026-08-11
- $1M
- Total assets
- 4
- Participants
- 25th
- Percentile by assets
- $319,798
- Avg per participant
Official DOL plan name: Proactive Brokerage Inc. Retirement Plan and Trust · Sponsored by Proactive Brokerage Inc. · New York · Finance & Insurance
$1M in assets, 4 participants
Proactive Brokerage Inc.'s Proactive Brokerage Inc. Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- 25th percentile by assets (of 123,622 plans)
- #1,282 in Finance & Insurance (8,549 peers)
Proactive Brokerage Inc. multi-year trail
Proactive Brokerage Inc.'s plans moved +53.8% in assets from 2022 to 2024; this filing shows Proactive Brokerage Inc. Retirement Plan and Trust at $1M / 4 participants.
- $1M
- total plan assets (2024 EOY)
- 4
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $319,798
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Proactive Brokerage Inc. Retirement Plan and Trust reported net income rose from $187K in the plan year 2023 filing to $261K in the plan year 2024 filing.
- Proactive Brokerage Inc. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Proactive Brokerage Inc. across 3 plan years on file
Across the 3 plan years Proactive Brokerage Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $832K to $1M, a gain of 53.8%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($832K).
Proactive Brokerage Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $832K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Proactive Brokerage Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $261K |
| Employer EIN | 270407641 |
| Plan Effective Date | 2017-05-01 |
| 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.
Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Proactive Brokerage Inc. Retirement Plan and Trust by total assets, not by location.
Frequently Asked Questions
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How have Proactive Brokerage Inc. plan assets changed over time? ▼
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Next read for Proactive Brokerage Inc. Retirement Plan…
Multi-year trail
Ways to act on Proactive Brokerage Inc. Retirement Plan and Trust's numbers.
- By total assets, Proactive Brokerage Inc. Retirement Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Proactive Brokerage Inc.'s sponsor-wide assets have grown 53.8% since 2022 across 3 plan years on file. More Finance & Insurance plans