Defined Benefit (Pension) · DOL Form 5500 · 2024

Proactive Brokerage Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$319,798
Avg per participant High balance/head
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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.

  • #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.

#1,282
in Finance & Insurance (8,549 peers)
+25.6%
assets growth YoY

Proactive Brokerage Inc. Retirement Plan and Trust among the smaller filed plans by assets

Proactive Brokerage Inc. Retirement Plan and Trust vs every filed plan by assets

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

$1,279,191 25th percentile higher than 25% 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

Proactive Brokerage Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Proactive Brokerage Inc. Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270407641 · Proactive Brokerage Inc. PY 2024 · Defined Benefit (Pension)

Proactive Brokerage Inc. Retirement Plan and Trust · $1M · 4 · 25th

  • VS-ST $1M
  • BOY 4
  • SCH 25th
  • EBSA Defined Benefit (Pension)
  • PART near Shariden Design Asphalt, Inc. Defined Benefit Pension Plan
  • TYPE ind #1282

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 →

Proactive Brokerage Inc. Retirement Plan and Trust in the asset neighbourhood

Proactive Brokerage Inc. Retirement Plan and TrustProactive Brokerage Inc. Ret…$1MShariden Design Asphalt, Inc. Defined Benefit Pension PlanShariden Design Asphalt, Inc…$1MBogie Investment Group, Inc. Cash Balance PlanBogie Investment Group, Inc.…$1MAvenida Investments 1, LLC Defined Benefit PlanAvenida Investments 1, LLC D…$1MPiedmont Healthcare, Inc. Consolidated Retirement PlanPiedmont Healthcare, Inc. Co…$1M
End-of-year total assets ($M) among Proactive Brokerage Inc. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Proactive Brokerage Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Proactive Brokerage Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 53.82694106866705% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.83M $1.28M ▲ +54.2%
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 EIN270407641
Plan Effective Date2017-05-01
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.

Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Proactive Brokerage Inc. Retirement Plan and Trust, Total assets ($B): 0.001279191 · Participants: 4Proactive Brokerage Inc. Retirement Plan and TrustIBM 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
Proactive Brokerage Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Proactive Brokerage Inc. Retirement Plan and Trust side-by-side with 3 peers →

Proactive Brokerage Inc. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Shariden Design Asphalt, Inc. Defined Benefit Pension Plan in CA ($1M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Proactive Brokerage Inc. Retirement Plan and Trust assets move in 2024? ▼
Proactive Brokerage Inc. Retirement Plan and Trust grew sharply - up 25.6% during 2024, from $1M to $1M. Reported net income was $261K.
How have Proactive Brokerage Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proactive Brokerage Inc.'s sponsor-wide assets grew 53.8%, from $832K to $1M.
Where does Proactive Brokerage Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Proactive Brokerage Inc. Retirement Plan and Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shariden Design Asphalt, Inc. Defined Benefit Pension Plan in CA ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Proactive Brokerage Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 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 270407641.

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.