Money Purchase · DOL Form 5500 · 2022
Ratliff Cpoa Firm PC Money Purchase Plan
Data updated 2026-08-11
- $192K
- Total assets
- 5
- Participants
- 10th
- Percentile by assets
- $38,404
- Avg per participant
Official DOL plan name: Ratliff Cpa Retirement Plan · Sponsored by Ratliff Cpoa Firm PC · South Carolina · Professional & Technical Services
$192K in assets, 5 participants
Ratliff Cpoa Firm PC's Ratliff Cpa Retirement Plan reported $192K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 139,126 plans)
- #1,836 in Professional & Technical Services (21,562 peers)
Ratliff Cpoa Firm PC multi-year trail
Ratliff Cpoa Firm PC's plans moved +21.7% in assets from 2022 to 2023; this filing shows Ratliff Cpa Retirement Plan at $192K / 5 participants.
- $192K
- total plan assets (2022 EOY)
- 5
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $38,404
- avg assets per participant
The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ratliff Cpoa Firm PC across 2 plan years on file
Across the 2 plan years Ratliff Cpoa Firm PC has on file (2022-2023), sponsor-wide plan assets have moved from $192K to $234K, a gain of 21.7%, while reported participants moved from 5 to 6 (+20.0%).
Ratliff Cpoa Firm PC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $192K |
| 2023 | 2 | 6 | $234K |
Ratliff Cpoa Firm PC filing trail (2022)
| Total Assets (Beginning of Year) | $242K |
|---|---|
| Net Assets (End of Year) | $192K |
| Net Income | -$50K |
| Employer EIN | 811576496 |
| Plan Effective Date | 2016-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in South Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ratliff Cpa Retirement Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants
- Cannon Memorial Hospital Employees' Pension Plan Agreement $2M · 214
- Holly Hill Academy Money Purchase Plan $938K · 8
- Employee Benefits Plan of Sumter Senior Services, Inc. $17K · 3
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan N/A · 2
- Williamsburg Regional Hospital Employees Pension Plan N/A · 418
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ratliff Cpa Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ratliff Cpa Retirement Plan assets move in 2022? ▼
How have Ratliff Cpoa Firm PC plan assets changed over time? ▼
Where does Ratliff Cpa Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ratliff Cpa Retirement Plan? ▼
Next read for Ratliff Cpa Retirement Plan
Multi-year trail
Ways to act on Ratliff Cpa Retirement Plan's numbers.
- By total assets, Ratliff Cpa Retirement 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 South Carolina. Compare plans
- Ratliff Cpoa Firm PC's sponsor-wide assets have grown 21.7% since 2022 across 2 plan years on file. More Professional & Technical Services plans