Money Purchase · DOL Form 5500 · 2022
Chicago Strategy Associates, Inc. Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 27th
- Percentile by assets
- $403,971
- Avg per participant
Official DOL plan name: Chicago Strategy Associates, Inc.-Money Purchase Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services
$1M in assets, 3 participants
Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-Money Purchase Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 139,126 plans)
- #5,015 in Professional & Technical Services (21,562 peers)
Chicago Strategy Associates, Inc. multi-year trail
Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Money Purchase Plan at $1M / 3 participants.
- $1M
- total plan assets (2022 EOY)
- 3
- covered participants
- 27th
- percentile by assets (of 139,126 plans)
- $403,971
- avg assets per participant
The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Chicago Strategy Associates, Inc.-Money Purchase Plan sits by total assets
Chicago Strategy Associates, Inc.-Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,211,912 27th percentile higher than 27% 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
Chicago Strategy Associates, Inc. across 3 plan years on file
Across the 3 plan years Chicago Strategy Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 45.0%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Chicago Strategy Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $3M |
| 2023 | 2 | 6 | $3M |
| 2024 | 2 | 6 | $4M |
Chicago Strategy Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$246K |
| Employer EIN | 363818387 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Chicago Strategy Associates, Inc.-Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Chicago Strategy Associates, Inc.-Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Chicago Strategy Associates, Inc.-Money Purchase Plan assets move in 2022? ▼
How have Chicago Strategy Associates, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Chicago Strategy Associates, Inc.-Money Purchase Plan? ▼
Next read for Chicago Strategy Associates, Inc.-Money …
Multi-year trail
Ways to act on Chicago Strategy Associates, Inc.-Money Purchase Plan's numbers.
- By total assets, Chicago Strategy Associates, Inc.-Money Purchase 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 Texas. Compare plans
- Chicago Strategy Associates, Inc.'s sponsor-wide assets have grown 45.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans