Back to filter
Original filing (PDF)20251014090421NAL0002464849002
BRIAN J. MCCARTHY, INC.
Form 5500-SF
FILING_RECEIVED
BRIAN J. MCCARTHY, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIAN J. MCCARTHY, INC..
Plan sponsor
Name
BRIAN J. MCCARTHY, INC.
EIN
13-3401019
Address
57 WEST 57TH STREET, SUITE 505 · NEW YORK, NY · 10019
Phone
(212) 308-7600
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
SAMETZ BLACKSTONE ASSOCIATES, INC.
SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN
$3.0M · 9 participants
XTREME XHIBITS BY SKYLINE
XTREME XHIBITS BY SKYLINE, INC. 401(K) PLAN
$3.0M · 13 participants
RTH GROUP, INC.
RTH GROUP, INC. 401-K PROFIT SHARING PLAN
$3.0M · 12 participants
PIPELINE ADVERTISING & DESIGN, INC.
PIPELINE ADVERTISING & DESIGN, INC.
$2.9M · 3 participants
KOLAR DESIGN, INC.
KOLAR DESIGN 401(K) PLAN
$2.9M · 27 participants
INTERIORS OF WINTER PARK BEASLEY & HENLEY INTERIOR DESIGN
INTERIORS OF WINTER PARK 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 27 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B