Money Purchase · DOL Form 5500 · 2022

Blake & Blake Genealogists, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$854,143
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,019
in Professional & Technical Services (21,562 peers)
-17.3%
assets change YoY

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.

Blake Money Purchase Pension Plan among the smaller filed plans by 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

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

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

Published 5500 schedule card

Filing strip 042862266 · Blake & Blake Genealogists, Inc. PY 2022 · Money Purchase

Blake Money Purchase Pension Plan · $2M · 2 · 31st

  • VS-ST $2M
  • BOY 2
  • SCH 31st
  • EBSA Money Purchase
  • PART near Eve Sales Corportation Money Purchase Plan
  • TYPE ind #6019

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 Massachusetts →

Blake Money Purchase Pension Plan in the asset neighbourhood

Sam Berman and Sons Retirement TrustSam Berman and Sons Retireme…$2MBlake Money Purchase Pension PlanBlake Money Purchase Pension…$2MEve Sales Corportation Money Purchase PlanEve Sales Corportation Money…$2MIllinois School Bus Co., Inc. Money Purchase Pension Plan & TrustIllinois School Bus Co., Inc…$2MTisser Law Group Money Purchase Pension PlanTisser Law Group Money Purch…$2M
End-of-year total assets ($M) among Blake Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Blake & Blake Genealogists, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blake & Blake Genealogists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 99.78034855132194% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.11M $0.01M ▼ -99.7%
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 EIN042862266
Plan Effective Date1985-11-01
Filing StatusFILING 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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Blake Money Purchase Pension Plan, Total assets ($B): 0.001708285 · Participants: 2Blake Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Blake Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Blake Money Purchase Pension Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Money Purchase by assets is Eve Sales Corportation Money Purchase Plan in NY ($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 Blake Money Purchase Pension Plan assets move in 2022? ▼
Blake Money Purchase Pension Plan declined sharply - down 17.3% during 2022, from $2M to $2M. Reported net income was -$357K.
How have Blake & Blake Genealogists, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Blake & Blake Genealogists, Inc.'s sponsor-wide assets declined 99.8%, from $3M to $7K.
Which Money Purchase plans are similar in size to Blake Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Eve Sales Corportation Money Purchase Plan in NY ($2M, 8 participants).
Which Money Purchase plans cover a similar participant headcount to Blake 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 042862266.

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.