Money Purchase · DOL Form 5500 · 2022

Khosrrow Makki Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Money Purchase Pension Plan · Sponsored by Khosrrow Makki Money Purchase Pension Plan · Maryland · Healthcare & Social Assistance

$2M in assets, 2 participants

Khosrrow Makki Money Purchase Pension Plan's Money Purchase Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,652 in Healthcare & Social Assistance (20,060 peers)

Khosrrow Makki Money Purchase Pension Plan multi-year trail

Khosrrow Makki Money Purchase Pension Plan's plans moved +35.4% in assets from 2022 to 2024; this filing shows Money Purchase Pension Plan at $2M / 2 participants.

#7,652
in Healthcare & Social Assistance (20,060 peers)
-17.1%
assets change YoY

The plan reported a net loss of $480K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Pension Plan vs every filed plan by assets

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

$2,328,327 36th percentile higher than 36% 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

Money Purchase 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. Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 521402597 · Khosrrow Makki Money Purchase Pension Plan PY 2022 · Money Purchase

Money Purchase Pension Plan · $2M · 2 · 36th

  • NET $2M
  • BOOK 2
  • VS-ST 36th
  • BOY Money Purchase
  • SCH near Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust
  • EBSA ind #7652

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 Maryland →

Money Purchase Pension Plan in the asset neighbourhood

Money Purchase Pension Plan$2MAmended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$2MParsons Smith & Stone - Money Purchase PlanParsons Smith & Stone - Mone…$2MCommunity Transportation Association of America, Inc. Pension PlanCommunity Transportation Ass…$2MFirst National Bank, Quitaque Target Benefit Pension PlanFirst National Bank, Quitaqu…$2M
End-of-year total assets ($M) among Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Khosrrow Makki Money Purchase Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All Khosrrow Makki Money Purchase Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.372906108675195% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.69M $6.35M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $5M
2024 2 4 $6M

Khosrrow Makki Money Purchase Pension Plan filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$480K
Employer EIN521402597
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Money Purchase Pension Plan, Total assets ($B): 0.002328327 · Participants: 2Money Purchase Pension PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Money Purchase Pension Plan side-by-side with 3 peers →

Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in IL ($2M); 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 Money Purchase Pension Plan assets move in 2022? ▼
Money Purchase Pension Plan declined sharply - down 17.1% during 2022, from $3M to $2M. Reported net income was -$480K.
How have Khosrrow Makki Money Purchase Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Khosrrow Makki Money Purchase Pension Plan's sponsor-wide assets grew 35.4%, from $5M to $6M.
Which Money Purchase plans are similar in size to Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in IL ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Money Purchase 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 521402597.

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.