Money Purchase · DOL Form 5500 · 2022
David Grischkan Md Inc Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 27th
- Percentile by assets
- $418,211
- Avg per participant
Official DOL plan name: David Grischkan Md Inc Money Purchase Plan and Trust · Sponsored by David Grischkan Md Inc · Ohio · Healthcare & Social Assistance
$1M in assets, 3 participants
David Grischkan Md Inc's David Grischkan Md Inc Money Purchase Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #5,130 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
David Grischkan Md Inc Money Purchase Plan and Trust pulled back noticeably 8.5% in 2022 ($1M → $1M) for 3 participants.
- $1M
- total plan assets (2022 EOY)
- 3
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $418,211
- avg assets per participant
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for David Grischkan Md Inc Money Purchase Plan and Trust
Year over year, total assets pulled back noticeably from $1M at the start of 2022 to $1M at year-end (down 8.5%). Net assets closed at $1M; reported net income -$117K.
David Grischkan Md Inc years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$117K |
| Employer EIN | 341309677 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
David Grischkan Md Inc Money Purchase Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to David Grischkan Md Inc Money Purchase Plan and Trust by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on David Grischkan Md Inc Money Purchase Plan and Trust's numbers.
- By total assets, David Grischkan Md Inc Money Purchase Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans