Money Purchase · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$244K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$122,110
Avg per participant Near avg balance/head
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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.

  • #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.

#2,116
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY

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.

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust among the smaller filed plans by 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 $2,050,000,000 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

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John J. St. Andre, Jr. Money Purchase Pension Plan & Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 042763333 · John J. St. Andre, Jr. PY 2022 · Money Purchase

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust · $244K · 2 · 12th

  • TYPE $244K
  • NET 2
  • BOOK 12th
  • VS-ST Money Purchase
  • BOY near Self Employed Individualttee Retirements Plan for State Farm Independent Agents
  • SCH ind #2116

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 →

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust in the asset neighbourhood

Aurea Pedraza Pena Retirement PlanAurea Pedraza Pena Retiremen…$249KJohn J. St. Andre, Jr. Money Purchase Pension Plan & TrustJohn J. St. Andre, Jr. Money…$244KSelf Employed Individualttee Retirements Plan for State Farm Independent AgentsSelf Employed Individualttee…$243KJohn K. Lee, Dds Money Purchase PlanJohn K. Lee, Dds Money Purch…$243KDra. Lylka Rios Aviles Retirement PlanDra. Lylka Rios Aviles Retir…$238K
End-of-year total assets ($M) among John J. St. Andre, Jr. Money Purchase Pension Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All John J. St. Andre, Jr. plans reported in each filing year

Latest sponsor-wide plan assets
$472K 23.878232866006847% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.38M $0.47M ▲ +23.7%
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 ($B) Participants John J. St. Andre, Jr. Money Purchase Pension Plan & Trust, Total assets ($B): 0.000244219 · Participants: 2John J. St. Andre, Jr. Money Purchase Pension Plan & TrustThe 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.
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 Pension Plan & Trust side-by-side with 3 peers →

John J. St. Andre, Jr. Money Purchase Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Self Employed Individualttee Retirements Plan for State Farm Independent Agents in PA ($243K); 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 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).
Which Money Purchase plans cover a similar participant headcount to John J. St. Andre, Jr. Money Purchase Pension Plan & Trust? ▼
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 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.