Defined Benefit (Pension) · DOL Form 5500 · 2024

Richard Correll Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
53rd
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard Correll Retirement Plan and Trust · Sponsored by Richard Correll · New York · Other Services

$9M in assets, 3 participants

Richard Correll's Richard Correll Retirement Plan and Trust reported $9M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,589 in Other Services (7,719 peers)

Richard Correll multi-year trail

Richard Correll's plans moved +21.0% in assets from 2022 to 2024; this filing shows Richard Correll Retirement Plan and Trust at $9M / 3 participants.

#5,589
in Other Services (7,719 peers)
+17.3%
assets growth YoY

Richard Correll Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

Richard Correll Retirement Plan and Trust vs every filed plan by assets

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

$8,681,044 Top 47% higher than 53% 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

Richard Correll 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. Richard Correll 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

  • Richard Correll Retirement Plan and Trust reported net income rose from $226K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Richard Correll Retirement Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 866428119 · Richard Correll PY 2024 · Defined Benefit (Pension)

Richard Correll Retirement Plan and Trust · $9M · 3 · 53rd

  • EOY $9M
  • 5500 3
  • ASSETS 53rd
  • PCT Defined Benefit (Pension)
  • EIN near Defined Benefit Pension Plan of the Arc of Greater Prince William/Insight, Inc.
  • RANK ind #5589

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 Other Services retirement plans → · Plans in New York →

Richard Correll Retirement Plan and Trust in the asset neighbourhood

Defined Benefit Plan for Employees of EpicDefined Benefit Plan for Emp…$9MAv&h Manufacturing Company Employees Pension PlanAv&h Manufacturing Company E…$9MRichard Correll Retirement Plan and TrustRichard Correll Retirement P…$9MDefined Benefit Pension Plan of the Arc of Greater Prince William/Insight, Inc.Defined Benefit Pension Plan…$9MEagle Leasing Company Cash Balance Pension PlanEagle Leasing Company Cash B…$9M
End-of-year total assets ($M) among Richard Correll Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Richard Correll multi-year asset trail

Sponsor-wide plan assets over time

All Richard Correll plans reported in each filing year

Latest sponsor-wide plan assets
$9M 20.960843079287127% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.18M $8.68M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 3 $7M
2023 1 3 $7M
2024 1 3 $9M

Richard Correll filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN866428119
Plan Effective Date2020-07-01
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.

Richard Correll 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 ($B) Participants Richard Correll Retirement Plan and Trust, Total assets ($B): 0.008681044 · Participants: 3Richard Correll 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
Richard Correll Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Richard Correll Retirement Plan and Trust side-by-side with 3 peers →

Richard Correll 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 Defined Benefit Pension Plan of the Arc of Greater Prince William/Insight, Inc. in VA ($9M); 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 Richard Correll Retirement Plan and Trust assets move in 2024? ▼
Richard Correll Retirement Plan and Trust grew sharply - up 17.3% during 2024, from $7M to $9M. Reported net income was $1M.
How have Richard Correll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Correll's sponsor-wide assets grew 21.0%, from $7M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Richard Correll Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of the Arc of Greater Prince William/Insight, Inc. in VA ($9M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Richard Correll 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 866428119.

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.