Money Purchase · DOL Form 5500 · 2022

Fitzsimons Law Group Ltd Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$456,799
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fitzsimons Law Group, Ltd Money Purchase Pension Plan · Sponsored by Fitzsimons Law Group Ltd · Illinois · Professional & Technical Services

$2M in assets, 4 participants

Fitzsimons Law Group Ltd's Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,251 in Professional & Technical Services (21,562 peers)

Fitzsimons Law Group Ltd multi-year trail

Fitzsimons Law Group Ltd's plans moved +39.3% in assets from 2022 to 2024; this filing shows Fitzsimons Law Group, Ltd Money Purchase Pension Plan at $2M / 4 participants.

#6,251
in Professional & Technical Services (21,562 peers)
-15.3%
assets change YoY

The plan reported a net loss of $331K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fitzsimons Law Group, Ltd Money Purchase Pension Plan among the smaller filed plans by assets

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs every filed plan by assets

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

$1,827,196 32nd percentile higher than 32% 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

Fitzsimons Law Group, Ltd Money Purchase Pension 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. Fitzsimons Law Group, Ltd Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 461531828 · Fitzsimons Law Group Ltd PY 2022 · Money Purchase

Fitzsimons Law Group, Ltd Money Purchase Pension Plan · $2M · 4 · 32nd

  • EOY $2M
  • EOY 4
  • EOY 32nd
  • EOY Money Purchase
  • EOY near Creative Data System, Inc
  • EOY ind #6251

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 Illinois →

Fitzsimons Law Group, Ltd Money Purchase Pension Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$2MFunkshun Inc Money Purchase PlanFunkshun Inc Money Purchase …$2MMarc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$2MFitzsimons Law Group, Ltd Money Purchase Pension PlanFitzsimons Law Group, Ltd Mo…$2MCreative Data System, Inc$2M
End-of-year total assets ($M) among Fitzsimons Law Group, Ltd Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Fitzsimons Law Group Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Fitzsimons Law Group Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.338582177281474% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.55M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $3M

Fitzsimons Law Group Ltd filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$331K
Employer EIN461531828
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Fitzsimons Law Group, Ltd Money Purchase Pension Plan, Total assets ($M): 1.827196 · Participants: 4Fitzsimons Law Group, Ltd Money Purchase Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Fitzsimons Law Group, Ltd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Creative Data System, Inc in NJ ($2M); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fitzsimons Law Group, Ltd Money Purchase Pension Plan assets move in 2022? ▼
Fitzsimons Law Group, Ltd Money Purchase Pension Plan declined sharply - down 15.3% during 2022, from $2M to $2M. Reported net income was -$331K.
How have Fitzsimons Law Group Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitzsimons Law Group Ltd's sponsor-wide assets grew 39.3%, from $2M to $3M.
Which Money Purchase plans are similar in size to Fitzsimons Law Group, Ltd Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Creative Data System, Inc in NJ ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Fitzsimons Law Group, Ltd Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K in assets).