Money Purchase · DOL Form 5500 · 2022

F. Spence Willis, Jr., M.D., Apmc Money Purchase Plan

Data updated 2026-08-25

$122K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$60,811
Avg per participant Low balance/head
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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.

  • #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.

#988
in Healthcare & Social Assistance (20,060 peers)
-54.1%
assets change YoY

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. a.P.M.C. Pension Plan among the smaller filed plans by assets

F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan vs every filed plan by assets

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

$121,621 7th percentile higher than 7% 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

F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 721252955 · F. Spence Willis, Jr., M.D., Apmc PY 2022 · Money Purchase

F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan · $122K · 2 · 7th

  • PHOTO $122K
  • IND 2
  • EOY 7th
  • 5500 Money Purchase
  • ASSETS near Coan Equipment of Nevada Money Purchase Pension Plan
  • PCT ind #988

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 Louisiana →

F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan in the asset neighbourhood

F. Spence Willis Jr., M.D. a.P.M.C. Pension PlanF. Spence Willis Jr., M.D. a…$122KCoan Equipment of Nevada Money Purchase Pension PlanCoan Equipment of Nevada Mon…$121KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$118KCooper, Hill and Lecroix Vip Plus 401(k) PlanCooper, Hill and Lecroix Vip…$117KRetirement Plan for Agents of Guarantee Life InsuranceRetirement Plan for Agents o…$116K
End-of-year total assets ($M) among F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

F. Spence Willis, Jr., M.D., Apmc multi-year asset trail

Sponsor-wide plan assets over time

All F. Spence Willis, Jr., M.D., Apmc plans reported in each filing year

Latest sponsor-wide plan assets
$689K 11.403689315392729% vs 2022
2023 filing year
$0.65M$0.7M$0.75M$0.8M 20222023 $0.78M $0.69M ▼ -11.5%
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 EIN721252955
Plan Effective Date1994-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 051015 -20246 Total assets ($M) Participants F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan, Total assets ($M): 0.121621 · Participants: 2F. Spence Willis Jr., M.D. a.P.M.C. Pension PlanAtlas Retirement Plan, Total assets ($M): 4.916534 · Participants: 12Atlas Retirement PlanUnit Design Inc. Mp, Total assets ($M): 2.120102 · Participants: 5Unit Design Inc. MpRay L Vaughn, Total assets ($M): 1.937691 · Participants: 5Ray L VaughnHylton S Petit Jr Money Purchase Plan, Total assets ($M): 1.549055 · Participants: 3Hylton S Petit Jr Money Purchase PlanTroy R Keller Aplc Profit Sharing Plan, Total assets ($M): 1.493111 · Participants: 3Troy R Keller Aplc Profit Sharing Plan
F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants
Compare F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan side-by-side with 3 peers →

F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Louisiana, the nearest Money Purchase by assets is Coan Equipment of Nevada Money Purchase Pension Plan in NV ($121K); 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 F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan assets move in 2022? ▼
F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan contracted severely - down 54.1% during 2022, from $265K to $122K. Reported net income was -$143K.
How have F. Spence Willis, Jr., M.D., Apmc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), F. Spence Willis, Jr., M.D., Apmc's sponsor-wide assets declined 11.4%, from $777K to $689K.
Where does F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan rank by assets among Form 5500 filers? ▼
F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan ranks in the 7th 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 F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Coan Equipment of Nevada Money Purchase Pension Plan in NV ($121K, 10 participants).
Which Money Purchase plans cover a similar participant headcount to F. Spence Willis Jr., M.D. a.P.M.C. Pension Plan? ▼
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 721252955.

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.