Money Purchase · DOL Form 5500 · 2022

Neil Strefling, P.C., Ept Money Purchase Plan

Data updated 2026-08-11

$894K
Total assets
2
Participants
24th
Percentile by assets
$446,847
Avg per participant
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Official DOL plan name: Neil Strefling, P.C., Ept · Sponsored by Neil Strefling, P.C., Ept · Michigan · Professional & Technical Services

$894K in assets, 2 participants

Neil Strefling, P.C., Ept's Neil Strefling, P.C., Ept reported $894K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • 24th percentile by assets (of 139,126 plans)
  • #4,324 in Professional & Technical Services (21,562 peers)

Neil Strefling, P.C., Ept multi-year trail

Neil Strefling, P.C., Ept's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Ept at $894K / 2 participants.

$894K
total plan assets (2022 EOY)
2
covered participants
24th
percentile by assets (of 139,126 plans)
$446,847
avg assets per participant

The plan reported a net loss of $164K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Neil Strefling, P.C., Ept sits by total assets

Neil Strefling, P.C., Ept vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$893,694 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Michigan
Industry
Professional & Technical Services

Neil Strefling, P.C., Ept across 3 plan years on file

Across the 3 plan years Neil Strefling, P.C., Ept has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 31.5%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Neil Strefling, P.C., Ept multi-year asset trail

$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
Total plan assets by year, all Neil Strefling, P.C., Ept plans on file
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Neil Strefling, P.C., Ept filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$894K
Net Income-$164K
Employer EIN382540366
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Neil Strefling, P.C.…, Total assets ($M): 0.893694 · Participants: 2Neil Strefling, P.C.…Indiana/Kentucky/Ohi…, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohi…Michigan Regional Co…, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Co…Millwrights' Local 1…, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1…Operating Engineers'…, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers'…P & M Holding Group,…, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group,…
Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Neil Strefling, P.C., Ept side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Neil Strefling, P.C., Ept by total assets, not by location.

Frequently Asked Questions

How did Neil Strefling, P.C., Ept assets move in 2022? ▼
Neil Strefling, P.C., Ept declined sharply - down 15.5% during 2022, from $1M to $894K. Reported net income was -$164K.
How have Neil Strefling, P.C., Ept plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Ept's sponsor-wide assets grew 31.5%, from $2M to $3M.
Where does Neil Strefling, P.C., Ept rank by assets among Form 5500 filers? ▼
Neil Strefling, P.C., Ept ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Neil Strefling, P.C., Ept? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of R.K. Mellon Family Foundation in PA ($892K, 15 participants).

Next read for Neil Strefling, P.C., Ept

Multi-year trail

Ways to act on Neil Strefling, P.C., Ept's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382540366.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.