Money Purchase · DOL Form 5500 · 2022
Blake & Blake Genealogists, Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 31st
- Percentile by assets
- $854,143
- Avg per participant
Official DOL plan name: Blake Money Purchase Pension Plan · Sponsored by Blake & Blake Genealogists, Inc. · Massachusetts · Professional & Technical Services
$2M in assets, 2 participants
Blake & Blake Genealogists, Inc.'s Blake Money Purchase Pension Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- 31st percentile by assets (of 139,126 plans)
- #6,019 in Professional & Technical Services (21,562 peers)
Blake & Blake Genealogists, Inc. multi-year trail
Blake & Blake Genealogists, Inc.'s plans moved -99.8% in assets from 2022 to 2023; this filing shows Blake Money Purchase Pension Plan at $2M / 2 participants.
- $2M
- total plan assets (2022 EOY)
- 2
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $854,143
- avg assets per participant
The plan reported a net loss of $357K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Blake Money Purchase Pension Plan sits by total assets
Blake Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,708,285 31st percentile higher than 31% 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
Blake & Blake Genealogists, Inc. across 2 plan years on file
Across the 2 plan years Blake & Blake Genealogists, Inc. has on file (2022-2023), sponsor-wide plan assets have moved from $3M to $7K, a decline of 99.8%, while reported participants moved from 4 to 2 (-50.0%).
Blake & Blake Genealogists, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $3M |
| 2023 | 2 | 2 | $7K |
Blake & Blake Genealogists, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$357K |
| Employer EIN | 042862266 |
| Plan Effective Date | 1985-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Blake Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Blake Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Blake Money Purchase Pension Plan assets move in 2022? ▼
How have Blake & Blake Genealogists, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Blake Money Purchase Pension Plan? ▼
Next read for Blake Money Purchase Pension Plan
Multi-year trail
Ways to act on Blake Money Purchase Pension Plan's numbers.
- By total assets, Blake Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Blake & Blake Genealogists, Inc.'s sponsor-wide assets have declined 99.8% since 2022 across 2 plan years on file. More Professional & Technical Services plans