Money Purchase · DOL Form 5500 · 2024

Joe I Askar Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#6,601
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY

Joe I Askar Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Joe I Askar Profit Sharing Plan vs every filed plan by assets

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

$3,829,940 38th percentile higher than 38% 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

Joe I Askar Profit Sharing 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. Joe I Askar Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161537704 · Joe I Askar PY 2024 · Money Purchase

Joe I Askar Profit Sharing Plan · $4M · 3 · 38th

  • NET $4M
  • BOOK 3
  • VS-ST 38th
  • BOY Money Purchase
  • SCH near The Child and Family Guidance Center, Inc. Money Purchase Plan
  • EBSA ind #6601

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Joe I Askar Profit Sharing Plan in the asset neighbourhood

Landy & Landy P.C. Employees' Pension PlanLandy & Landy P.C. Employees…$4MCommunity Health Centers, Inc. Money Purchase Pension PlanCommunity Health Centers, In…$4MJoe I Askar Profit Sharing PlanJoe I Askar Profit Sharing P…$4MThe Child and Family Guidance Center, Inc. Money Purchase PlanThe Child and Family Guidanc…$4MPro Serve Corporation of Sarasota, Inc. Money Purchase Pension Plan and TrustPro Serve Corporation of Sar…$4M
End-of-year total assets ($M) among Joe I Askar Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Joe I Askar multi-year asset trail

Sponsor-wide plan assets over time

All Joe I Askar plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.64651412009398% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.48M $3.83M ▲ +54.4%
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 EIN161537704
Plan Effective Date1997-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Joe I Askar Profit Sharing Plan, Total assets ($B): 0.00382994 · Participants: 3Joe I Askar Profit Sharing PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Joe I Askar Profit Sharing Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Joe I Askar Profit Sharing Plan side-by-side with 3 peers →

Joe I Askar Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The Child and Family Guidance Center, Inc. Money Purchase Plan in CT ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Joe I Askar Profit Sharing Plan assets move in 2024? ▼
Joe I Askar Profit Sharing Plan grew sharply - up 19.8% during 2024, from $3M to $4M. Reported net income was $633K.
How have Joe I Askar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joe I Askar's sponsor-wide assets grew 54.6%, from $2M to $4M.
Which Money Purchase plans are similar in size to Joe I Askar Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Child and Family Guidance Center, Inc. Money Purchase Plan in CT ($4M, 82 participants).
Which Money Purchase plans cover a similar participant headcount to Joe I Askar Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 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 161537704.

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.