Defined Benefit (Pension) · DOL Form 5500 · 2024

Bryan Tunney Pension Plan

Data updated 2026-08-25

$619K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$206,191
Avg per participant Above avg balance/head
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Official DOL plan name: Bryan Tunney Retirement Plan and Trust · Sponsored by Bryan Tunney · New York · Real Estate

$619K in assets, 3 participants

Bryan Tunney's Bryan Tunney Retirement Plan and Trust reported $619K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,534 in Real Estate (4,605 peers)

Bryan Tunney multi-year trail

Bryan Tunney's plans moved +53.0% in assets from 2022 to 2024; this filing shows Bryan Tunney Retirement Plan and Trust at $619K / 3 participants.

#1,534
in Real Estate (4,605 peers)
+21.0%
assets growth YoY

Bryan Tunney Retirement Plan and Trust among the smaller filed plans by assets

Bryan Tunney Retirement Plan and Trust vs every filed plan by assets

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

$618,573 19th percentile higher than 19% 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

Bryan Tunney 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. Bryan Tunney Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bryan Tunney Retirement Plan and Trust end-of-year assets rose from $511K in the plan year 2023 filing to $619K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 901506827 · Bryan Tunney PY 2024 · Defined Benefit (Pension)

Bryan Tunney Retirement Plan and Trust · $619K · 3 · 19th

  • 5500 $619K
  • ASSETS 3
  • PCT 19th
  • EIN Defined Benefit (Pension)
  • RANK near Morgan Services, Inc. Retirement Plan
  • PHOTO ind #1534

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 Real Estate retirement plans → · Plans in New York →

Bryan Tunney Retirement Plan and Trust in the asset neighbourhood

Madera Kids Dental World Cash Balance PlanMadera Kids Dental World Cas…$625KLaw Offices of Brent H Blakely Inc Defined Benefit Pension PlanLaw Offices of Brent H Blake…$627KBryan Tunney Retirement Plan and TrustBryan Tunney Retirement Plan…$619KMorgan Services, Inc. Retirement PlanMorgan Services, Inc. Retire…$621KCtdu Partition Pension Fund$611K
End-of-year total assets ($M) among Bryan Tunney Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Bryan Tunney multi-year asset trail

Sponsor-wide plan assets over time

All Bryan Tunney plans reported in each filing year

Latest sponsor-wide plan assets
$619K 53.00267877681559% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.4M $0.62M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 3 $404K
2023 1 3 $511K
2024 1 3 $619K

Bryan Tunney filing trail (2024)

Total Assets (Beginning of Year)$511K
Net Assets (End of Year)$619K
Net Income$107K
Employer EIN901506827
Plan Effective Date2018-06-01
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.

Bryan Tunney 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 ($B) Participants Bryan Tunney Retirement Plan and Trust, Total assets ($B): 0.000618573 · Participants: 3Bryan Tunney 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
Bryan Tunney Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bryan Tunney Retirement Plan and Trust side-by-side with 3 peers →

Bryan Tunney 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 Morgan Services, Inc. Retirement Plan in IL ($621K); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (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 Bryan Tunney Retirement Plan and Trust assets move in 2024? ▼
Bryan Tunney Retirement Plan and Trust grew sharply - up 21.0% during 2024, from $511K to $619K. Reported net income was $107K.
How have Bryan Tunney plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bryan Tunney's sponsor-wide assets grew 53.0%, from $404K to $619K.
Where does Bryan Tunney Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Bryan Tunney Retirement Plan and Trust ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Bryan Tunney Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morgan Services, Inc. Retirement Plan in IL ($621K, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bryan Tunney Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 901506827.

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.