Money Purchase · DOL Form 5500 · 2022
Michael Lomenzo Cpa PC Money Purchase Plan
Data updated 2026-08-11
- $191K
- Total assets
- 1
- Participants
- 10th
- Percentile by assets
- $190,894
- Avg per participant
Official DOL plan name: Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan · Sponsored by Michael Lomenzo Cpa PC · New Jersey · Professional & Technical Services
$191K in assets, 1 participants
Michael Lomenzo Cpa PC's Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan reported $191K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 139,126 plans)
- #1,829 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan holds $191K for 1 participant - about $190,894 per participant, among the smaller plans by assets on file.
- $191K
- total plan assets (2022 EOY)
- 1
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $190,894
- avg assets per participant
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Money Purchase filing for Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan
Money Purchase filing for plan year 2022: EIN 223346374 ; effective since 1994-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $204K |
|---|---|
| Net Assets (End of Year) | $191K |
| Net Income | -$13K |
| Employer EIN | 223346374 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Lomenzo Cpa PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $420K |
| 2023 | 2 | 2 | $437K |
| 2024 | 2 | 2 | $457K |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan by total assets, not by location.
- Ratliff Cpa Retirement Plan (SC) $192K · 5
- Medical Solutions Retirement Plan (PR) $189K · 11
- Francisco Figueroa Rovira Retirement Plan (PR) $194K · 3
- Benitez Optical Services, Inc Profit Sharing Plan (PR) $188K · 4
Frequently Asked Questions
How did Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan assets move in 2022? ▼
How have Michael Lomenzo Cpa PC plan assets changed over time? ▼
Where does Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan's numbers.
- By total assets, Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Michael Lomenzo Cpa PC's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans