Defined Benefit (Pension) · DOL Form 5500 · 2024
Daniel Stern Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Daniel Stern Retirement Plan and Trust · Sponsored by Daniel Stern · New York · Other Services
$9M in assets, 5 participants
Daniel Stern's Daniel Stern Retirement Plan and Trust reported $9M in total assets and 5 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.
- #5,616 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Daniel Stern Retirement Plan and Trust ranks #5,616 of 7,719 2024 filers by assets (227% of the sector average)-$9M for 5 participants.
- #5,616
- in Other Services (7,719 peers)
- +0.1%
- assets growth YoY
Daniel Stern Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers
Daniel Stern Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,858,979 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Daniel Stern 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. Daniel Stern Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Daniel Stern Retirement Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $6K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 902046948 · Daniel Stern PY 2024 · Defined Benefit (Pension)
Daniel Stern Retirement Plan and Trust · $9M · 5 · 53rd
- ASSETS $9M
- PCT 5
- EIN 53rd
- RANK Defined Benefit (Pension)
- PHOTO near B. Braun of Puerto Rico, Inc. Pension Plan
- IND ind #5616
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 →
Daniel Stern Retirement Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $6K |
| Employer EIN | 902046948 |
| Plan Effective Date | 2021-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel Stern)
Sponsor-wide plan assets over time
All Daniel Stern plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 25.082053965431015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $7M |
| 2023 | 1 | 5 | $9M |
| 2024 | 1 | 5 | $9M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Daniel Stern 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 B. Braun of Puerto Rico, Inc. Pension Plan in PA ($9M); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.