Money Purchase · DOL Form 5500 · 2022

T Monte Mcalexander, Dds Money Purchase Plan

Data updated 2026-08-11

$1M
Total assets
1
Participants
27th
Percentile by assets
$1.2M
Avg per participant
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Official DOL plan name: T Monte Mcalexander Self Employed Retirement Plan · Sponsored by T Monte Mcalexander, Dds · Tennessee · Healthcare & Social Assistance

$1M in assets, 1 participants

T Monte Mcalexander, Dds's T Monte Mcalexander Self Employed Retirement Plan reported $1M in total assets and 1 participant 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)
  • #4,880 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

T Monte Mcalexander Self Employed Retirement Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

$1M
total plan assets (2022 EOY)
1
covered participants
27th
percentile by assets (of 139,126 plans)
$1.2M
avg assets per participant

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Money Purchase filing for T Monte Mcalexander Self Employed Retirement Plan

Money Purchase filing for plan year 2022: EIN 621172544 ; effective since 1985-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$91K
Employer EIN621172544
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T Monte Mcalexander, Dds)

$-1M$0M$1M$2M$3M$4M 202220232024 $2.71M $0M ▼ -100.0%
Total plan assets by year, all T Monte Mcalexander, Dds plans on file
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 N/A

Nearby Money Purchase Plans in Tennessee

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

T Monte Mcalexander Self Employed Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants

T Monte Mcalexander Self Employed Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants T Monte Mcalexander …Southern Electrical …IBEW Local 16, AFL-C…U.a. Local Union No.…Midwest Pipe Trades …Millwright & Machine…
T Monte Mcalexander Self Employed Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to T Monte Mcalexander Self Employed Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did T Monte Mcalexander Self Employed Retirement Plan assets move in 2022?
T Monte Mcalexander Self Employed Retirement Plan pulled back noticeably - down 7.3% during 2022, from $1M to $1M. Reported net income was -$91K.
Which Money Purchase plans are similar in size to T Monte Mcalexander Self Employed Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Athihalli Nagaraj Money Purchase Plan & Trust in IL ($1M, 2 participants).

Next read for T Monte Mcalexander Self Employed Retire…

Filing takeaways

Ways to act on T Monte Mcalexander Self Employed Retirement Plan's numbers.

  • By total assets, T Monte Mcalexander Self Employed Retirement 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 Tennessee. Compare plans