Money Purchase · DOL Form 5500 · 2022
Dr Robert J Lynch Md Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $3.1M
- Avg per participant High balance/head
Official DOL plan name: Dr Robert J Lynch Md Keogh · Sponsored by Dr Robert J Lynch Md · West Virginia · Healthcare & Social Assistance
$6M in assets, 2 participants
Dr Robert J Lynch Md's Dr Robert J Lynch Md Keogh reported $6M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,230 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Dr Robert J Lynch Md Keogh pulled back noticeably 12.2% in 2022 ($7M → $6M) for 2 participants.
- #12,230
- in Healthcare & Social Assistance (20,060 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $868K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr Robert J Lynch Md Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dr Robert J Lynch Md Keogh vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,218,383 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dr Robert J Lynch Md Keogh among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Robert J Lynch Md Keogh is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 550631057 · Dr Robert J Lynch Md PY 2022 · Money Purchase
Dr Robert J Lynch Md Keogh · $6M · 2 · 55th
- VS-ST $6M
- BOY 2
- SCH 55th
- EBSA Money Purchase
- PART near Police Athletic League, Inc. Money Purchase Plan
- TYPE ind #12230
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 Healthcare & Social Assistance retirement plans → · Plans in West Virginia →
Dr Robert J Lynch Md Keogh in the asset neighbourhood
Dr Robert J Lynch Md years around the 2022 move
Sponsor-wide plan assets over time
All Dr Robert J Lynch Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 9.715447054414334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $8M |
| 2023 | 2 | 4 | $8M |
| 2024 | 2 | 4 | $8M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$868K |
| Employer EIN | 550631057 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- West Virginia University Medical Corporation Retirement Plan $288M · 1,697
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $80M · 1,376
- Plumbers & Pipefitters Local 152 Retirement Annuit $63M · 3,241
- IBEW Local 968 Pension Fund $58M · 349
- West Virginia University Medical Corp. Charleston Division Retirement Plan $51M · 236
Dr Robert J Lynch Md Keogh's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Police Athletic League, Inc. Money Purchase Plan in NY ($6M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.