Money Purchase · DOL Form 5500 · 2022
Ratliff Cpoa Firm PC Money Purchase Plan
Data updated 2026-08-25
- $192K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $38,404
- Avg per participant Low balance/head
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.
- #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.
- #1,836
- in Professional & Technical Services (21,562 peers)
- -20.8%
- assets change YoY
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 Cpa Retirement Plan among the smaller filed plans by assets
Ratliff Cpa Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$192,022 10th percentile higher than 10% 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
Ratliff Cpa Retirement 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. Ratliff Cpa Retirement Plan is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 811576496 · Ratliff Cpoa Firm PC PY 2022 · Money Purchase
Ratliff Cpa Retirement Plan · $192K · 5 · 10th
- SCH $192K
- SCH 5
- SCH 10th
- SCH Money Purchase
- SCH near Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan
- SCH ind #1836
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
Ratliff Cpa Retirement Plan in the asset neighbourhood
Ratliff Cpoa Firm PC multi-year asset trail
Sponsor-wide plan assets over time
All Ratliff Cpoa Firm PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $234K 21.66730895418233% vs 2022
- 2023 filing year
| 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.
- 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
Ratliff Cpa Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside South Carolina, the nearest Money Purchase by assets is Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan in NJ ($191K); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.