· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIAN A. RAPHAN, P.C. — BRIAN A. RAPHAN P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250819083634NAL0001051747001
BRIAN A. RAPHAN, P.C.
Form 5500-SF
FILING_RECEIVED
BRIAN A. RAPHAN P.C. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIAN A. RAPHAN, P.C.
.
Find decision makers
Plan sponsor
Name
BRIAN A. RAPHAN, P.C.
EIN
13-4193480
Address
330 SEVENTH AVE., · 10TH FLR · NEW YORK, NY · 10001
Phone
(212) 268-8200
Industry
Law Offices
· Professional & Technical Services
see 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
2025-08-19
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providers
Related plans
Similar-size Law Offices plans
SULLIVAN TRAIL LEGAL SOCIETY, INC.
SULLIVAN TRAIL LEGAL SOCIETY 403(B) PLAN
$2.2M · 6 participants
OHLANDT GREELEY & PERLE LLP
OHLANDT GREELEY & PERLE LLP 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 9 participants
LAW OFFICE OF MARK A. KAIRE, P.A.
LAW OFFICE OF MARK A. KAIRE, P.A. DEFINED BENEFIT PLAN
$2.2M · 3 participants
ADLER LAW GROUP, LLC
ADLER LAW GROUP, LLC 401(K) PLAN
$2.2M · 10 participants
BIBLO & ASSOCIATES PC
BIBLO & ASSOCIATES PC 401(K) PROFIT SHARING PLAN
100
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.
$2.2M · 1 participants
HERMAN & WHITEAKER, LLC
HERMAN & WHITEAKER, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 8 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