Money Purchase · DOL Form 5500 · 2022
F. Spence Willis, Jr., M.D., Apmc Money Purchase Plan
Data updated 2026-08-11
- $122K
- Total assets
- 2
- Participants
- 7th
- Percentile by assets
- $60,811
- Avg per participant
Official DOL plan name: F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan · Sponsored by F. Spence Willis, Jr., M.D., Apmc · Louisiana · Healthcare & Social Assistance
$122K in assets, 2 participants
F. Spence Willis, Jr., M.D., Apmc's F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan reported $122K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- 7th percentile by assets (of 139,126 plans)
- #988 in Healthcare & Social Assistance (20,060 peers)
F. Spence Willis, Jr., M.D., Apmc multi-year trail
F. Spence Willis, Jr., M.D., Apmc's plans moved -11.4% in assets from 2022 to 2023; this filing shows F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan at $122K / 2 participants.
- $122K
- total plan assets (2022 EOY)
- 2
- covered participants
- 7th
- percentile by assets (of 139,126 plans)
- $60,811
- avg assets per participant
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
F. Spence Willis, Jr., M.D., Apmc across 2 plan years on file
Across the 2 plan years F. Spence Willis, Jr., M.D., Apmc has on file (2022-2023), sponsor-wide plan assets have moved from $777K to $689K, a decline of 11.4%, while reported participants moved from 3 to 1 (-66.7%).
F. Spence Willis, Jr., M.D., Apmc multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3 | $777K |
| 2023 | 1 | 1 | $689K |
F. Spence Willis, Jr., M.D., Apmc filing trail (2022)
| Total Assets (Beginning of Year) | $265K |
|---|---|
| Net Assets (End of Year) | $122K |
| Net Income | -$143K |
| Employer EIN | 721252955 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Louisiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants
- Atlas Retirement Plan $5M · 12
- Unit Design Inc. Mp $2M · 5
- Ray L Vaughn $2M · 5
- Hylton S Petit Jr Money Purchase Plan $2M · 3
- Troy R Keller Aplc Profit Sharing Plan $1M · 3
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan assets move in 2022? ▼
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Where does F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan? ▼
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Multi-year trail
Ways to act on F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan's numbers.
- By total assets, F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Louisiana. Compare plans
- F. Spence Willis, Jr., M.D., Apmc's sponsor-wide assets have declined 11.4% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans