Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$894K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$446,847
Avg per participant High balance/head
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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.

  • #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.

#4,324
in Professional & Technical Services (21,562 peers)
-15.5%
assets change YoY

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.

Neil Strefling, P.C., Ept among the smaller filed plans by 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 $2,050,000,000 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

Neil Strefling, P.C., Ept among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Ept is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 382540366 · Neil Strefling, P.C., Ept PY 2022 · Money Purchase

Neil Strefling, P.C., Ept · $894K · 2 · 24th

  • BOY $894K
  • BOY 2
  • BOY 24th
  • BOY Money Purchase
  • BOY near Retirement Plan of R.K. Mellon Family Foundation
  • BOY ind #4324

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Neil Strefling, P.C., Ept in the asset neighbourhood

Locale Anesthesia PC Pension PlanLocale Anesthesia PC Pension…$897KCarlos Manuel Cidre Miranda, Md Retirement PlanCarlos Manuel Cidre Miranda,…$897KRetirement Plan of Seward Prosser MellonRetirement Plan of Seward Pr…$900KNeil Strefling, P.C., Ept$894KRetirement Plan of R.K. Mellon Family FoundationRetirement Plan of R.K. Mell…$892K
End-of-year total assets ($M) among Neil Strefling, P.C., Ept and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Neil Strefling, P.C., Ept plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.45784836527931% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
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 ($M) Participants Neil Strefling, P.C., Ept, Total assets ($M): 0.893694 · Participants: 2Neil Strefling, P.C., EptIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
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 →

Neil Strefling, P.C., Ept's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Retirement Plan of R.K. Mellon Family Foundation in PA ($892K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Money Purchase plans cover a similar participant headcount to Neil Strefling, P.C., Ept? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

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.