Money Purchase · DOL Form 5500 · 2024
Joe I Askar Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 3
- Participants
- 38th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Joe I Askar Profit Sharing Plan · Sponsored by Joe I Askar · New York · Healthcare & Social Assistance
$4M in assets, 3 participants
Joe I Askar's Joe I Askar Profit Sharing Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- 38th percentile by assets (of 123,622 plans)
- #6,601 in Healthcare & Social Assistance (16,916 peers)
Joe I Askar multi-year trail
Joe I Askar's plans moved +54.6% in assets from 2022 to 2024; this filing shows Joe I Askar Profit Sharing Plan at $4M / 3 participants.
- $4M
- total plan assets (2024 EOY)
- 3
- covered participants
- 38th
- percentile by assets (of 123,622 plans)
- $1.3M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joe I Askar Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Joe I Askar Profit Sharing Plan reported net income fell from $720K in the plan year 2023 filing to $633K in the plan year 2024 filing.
Joe I Askar across 3 plan years on file
Across the 3 plan years Joe I Askar has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $4M, a gain of 54.6%, while reported participants moved from 2 to 3 (+50.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($2M).
Joe I Askar multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $4M |
Joe I Askar filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $633K |
| Employer EIN | 161537704 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Joe I Askar Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joe I Askar Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Joe I Askar Profit Sharing Plan assets move in 2024? ▼
How have Joe I Askar plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Joe I Askar Profit Sharing Plan? ▼
Next read for Joe I Askar Profit Sharing Plan
Multi-year trail
Ways to act on Joe I Askar Profit Sharing Plan's numbers.
- By total assets, Joe I Askar Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Joe I Askar's sponsor-wide assets have grown 54.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans