Money Purchase · DOL Form 5500 · 2022

John J. St. Andre, Jr. Money Purchase Plan

Data updated 2026-08-11

$244K
Total assets
2
Participants
12th
Percentile by assets
$122,110
Avg per participant
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Official DOL plan name: John J. St. Andre, Jr. Money Purchase Pension Plan & Trust · Sponsored by John J. St. Andre, Jr. · Massachusetts · Professional & Technical Services

$244K in assets, 2 participants

John J. St. Andre, Jr.'s John J. St. Andre, Jr. Money Purchase Pension Plan & Trust reported $244K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • 12th percentile by assets (of 139,126 plans)
  • #2,116 in Professional & Technical Services (21,562 peers)

John J. St. Andre, Jr. multi-year trail

John J. St. Andre, Jr.'s plans moved +23.9% in assets from 2022 to 2024; this filing shows John J. St. Andre, Jr. Money Purchase Pension Plan & Trust at $244K / 2 participants.

$244K
total plan assets (2022 EOY)
2
covered participants
12th
percentile by assets (of 139,126 plans)
$122,110
avg assets per participant

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where John J. St. Andre, Jr. Money Purchase Pension Plan & Trust sits by total assets

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust vs every filed plan by assets

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

$244,219 12th percentile higher than 12% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Professional & Technical Services

John J. St. Andre, Jr. across 3 plan years on file

Across the 3 plan years John J. St. Andre, Jr. has on file (2022-2024), sponsor-wide plan assets have moved from $381K to $472K, a gain of 23.9%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($472K); trough: 2022 ($381K).

John J. St. Andre, Jr. multi-year asset trail

$0.35M$0.4M$0.45M$0.5M 202220232024 $0.38M $0.47M ▲ +23.7%
Total plan assets by year, all John J. St. Andre, Jr. plans on file
Year Plans Participants Total Assets
2022 2 4 $381K
2023 2 4 $430K
2024 2 4 $472K

John J. St. Andre, Jr. filing trail (2022)

Total Assets (Beginning of Year)$279K
Net Assets (End of Year)$244K
Net Income-$34K
Employer EIN042763333
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants John J. St. Andre, J…, Total assets ($B): 0.000244219 · Participants: 2John J. St. Andre, J…The Mitre Corporatio…, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporatio…Massachusetts Labore…, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Labore…Retirement Income Pl…, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Pl…Harvard University D…, Total assets ($B): 1.452591056 · Participants: 12417Harvard University D…Electrical Workers D…, Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers D…
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare John J. St. Andre, Jr. Money Purchase Pe… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to John J. St. Andre, Jr. Money Purchase Pension Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did John J. St. Andre, Jr. Money Purchase Pension Plan & Trust assets move in 2022? ▼
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust pulled back noticeably - down 12.3% during 2022, from $279K to $244K. Reported net income was -$34K.
How have John J. St. Andre, Jr. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John J. St. Andre, Jr.'s sponsor-wide assets grew 23.9%, from $381K to $472K.
Where does John J. St. Andre, Jr. Money Purchase Pension Plan & Trust rank by assets among Form 5500 filers? ▼
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to John J. St. Andre, Jr. Money Purchase Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Self Employed Individualttee Retirements Plan for State Farm Independent Agents in PA ($243K, 2 participants).

Next read for John J. St. Andre, Jr. Money Purchase Pe…

Multi-year trail

Ways to act on John J. St. Andre, Jr. Money Purchase Pension Plan & Trust's numbers.

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 042763333.

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.