Money Purchase · DOL Form 5500 · 2022
Pandolfi Properties Inc Money Purchase Plan
Data updated 2026-08-25
- $705K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $352,673
- Avg per participant High balance/head
Official DOL plan name: Pandolfi Properties Inc Pension Plan · Sponsored by Pandolfi Properties Inc · Connecticut · Real Estate
$705K in assets, 2 participants
Pandolfi Properties Inc's Pandolfi Properties Inc Pension Plan reported $705K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,845 in Real Estate (5,057 peers)
2022 asset change
Pandolfi Properties Inc Pension Plan pulled back noticeably 10.3% in 2022 ($787K → $705K) for 2 participants.
- #1,845
- in Real Estate (5,057 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pandolfi Properties Inc Pension Plan among the smaller filed plans by assets
Pandolfi Properties Inc Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$705,345 22nd percentile higher than 22% 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
Pandolfi Properties Inc Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pandolfi Properties Inc Pension Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 061082580 · Pandolfi Properties Inc PY 2022 · Money Purchase
Pandolfi Properties Inc Pension Plan · $705K · 2 · 22nd
- TYPE $705K
- NET 2
- BOOK 22nd
- VS-ST Money Purchase
- BOY near James Wantz Accountancy Corp. Money Purchase Plan Dated 010198
- SCH ind #1845
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 Real Estate retirement plans → · Plans in Connecticut →
Pandolfi Properties Inc Pension Plan in the asset neighbourhood
Pandolfi Properties Inc years around the 2022 move
Sponsor-wide plan assets over time
All Pandolfi Properties Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $643K 8.86232978187979% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $705K |
| 2023 | 1 | 2 | $653K |
| 2024 | 1 | 2 | $643K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $787K |
|---|---|
| Net Assets (End of Year) | $705K |
| Net Income | -$81K |
| Employer EIN | 061082580 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $608M · 7,904
- Equinor US Holdings Inc. Money Purchase Pension Plan $142M · 593
- Southern Ct IBEW Annuity Plan $71M · 479
- Money Purchase Retirement Plan of U.a. Local 716 $32M · 460
- Swisher International Inc. Defined Contribution Plan for Salaried Employees $17M · 462
Pandolfi Properties Inc Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 in CA ($705K); 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 ($705K here).
- James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 (CA) $705K · 3
- Hermann D Schubert Md (NY) $706K · N/A
- Dansun Productions Pension Plan (CA) $708K · 2
- Farmacia El Apotecario Retirement Plan (PR) $703K · 12
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
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.