Money Purchase · DOL Form 5500 · 2022
David Grischkan Md Inc Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $418,211
- Avg per participant High balance/head
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.
- #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.
- #5,130
- in Healthcare & Social Assistance (20,060 peers)
- -8.5%
- assets change YoY
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.
David Grischkan Md Inc Money Purchase Plan and Trust among the smaller filed plans by assets
David Grischkan Md Inc Money Purchase Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,254,634 27th percentile higher than 27% 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
David Grischkan Md Inc Money Purchase Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Grischkan Md Inc Money Purchase Plan and Trust is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 341309677 · David Grischkan Md Inc PY 2022 · Money Purchase
David Grischkan Md Inc Money Purchase Plan and Trust · $1M · 3 · 27th
- IND $1M
- IND 3
- IND 27th
- IND Money Purchase
- IND near Edwin M Davis Dds Profit Sharing Plan
- IND ind #5130
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
David Grischkan Md Inc Money Purchase Plan and Trust in the asset neighbourhood
David Grischkan Md Inc years around the 2022 move
Sponsor-wide plan assets over time
All David Grischkan Md Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| 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.
- 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
David Grischkan Md Inc Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Edwin M Davis Dds Profit Sharing Plan in PA ($1M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.