Money Purchase · DOL Form 5500 · 2022

T Monte Mcalexander, Dds Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#4,880
in Healthcare & Social Assistance (20,060 peers)
-7.3%
assets change YoY

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.

T Monte Mcalexander Self Employed Retirement Plan among the smaller filed plans by assets

T Monte Mcalexander Self Employed Retirement Plan vs every filed plan by assets

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

$1,163,731 27th percentile higher than 27% 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

T Monte Mcalexander Self Employed Retirement 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. T Monte Mcalexander Self Employed Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 621172544 · T Monte Mcalexander, Dds PY 2022 · Money Purchase

T Monte Mcalexander Self Employed Retirement Plan · $1M · 1 · 27th

  • NET $1M
  • BOOK 1
  • VS-ST 27th
  • BOY Money Purchase
  • SCH near Athihalli Nagaraj Money Purchase Plan & Trust
  • EBSA ind #4880

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

T Monte Mcalexander Self Employed Retirement Plan in the asset neighbourhood

Andrew C. Tarkington Dds PC Money Purchase PlanAndrew C. Tarkington Dds PC …$1MMidwest Asbestos Workers, Local 63 - Money Purchase Pension PlanMidwest Asbestos Workers, Lo…$1MNsi, Inc. Pension Plan$1MT Monte Mcalexander Self Employed Retirement PlanT Monte Mcalexander Self Emp…$1MAthihalli Nagaraj Money Purchase Plan & TrustAthihalli Nagaraj Money Purc…$1M
End-of-year total assets ($M) among T Monte Mcalexander Self Employed Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All T Monte Mcalexander, Dds plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.71M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants T Monte Mcalexander Self Employed Retirement Plan, Total assets ($B): 0.001163731 · Participants: 1T Monte Mcalexander Self Employed Retirement PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.721628674 · Participants: 10582Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.33110444 · Participants: 1999IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU.a. Local Union No. 614 Pension Plan, Total assets ($B): 0.166143137 · Participants: 1308U.a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.158666094 · Participants: 1481Midwest Pipe Trades Retirement PlanMillwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan, Total assets ($B): 0.097878043 · Participants: 853Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan
T Monte Mcalexander Self Employed Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare T Monte Mcalexander Self Employed Retirement Plan side-by-side with 3 peers →

T Monte Mcalexander Self Employed Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Athihalli Nagaraj Money Purchase Plan & Trust in IL ($1M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 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).
Which Money Purchase plans cover a similar participant headcount to T Monte Mcalexander Self Employed Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K 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 621172544.

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.