Money Purchase · DOL Form 5500 · 2022
Mark a. Smith Md Inc Money Purchase Plan
Data updated 2026-08-25
- $944K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $235,911
- Avg per participant Above avg balance/head
Official DOL plan name: Money Purchase Plan for Mark a. Smith Md Inc · Sponsored by Mark a. Smith Md Inc · Ohio · Healthcare & Social Assistance
$944K in assets, 4 participants
Mark a. Smith Md Inc's Money Purchase Plan for Mark a. Smith Md Inc reported $944K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,272 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Money Purchase Plan for Mark a. Smith Md Inc declined sharply 16.1% in 2022 ($1M → $944K) for 4 participants.
- #4,272
- in Healthcare & Social Assistance (20,060 peers)
- -16.1%
- assets change YoY
The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Money Purchase Plan for Mark a. Smith Md Inc among the smaller filed plans by assets
Money Purchase Plan for Mark a. Smith Md Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$943,644 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Money Purchase Plan for Mark a. Smith Md Inc among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Money Purchase Plan for Mark a. Smith Md Inc is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 341523642 · Mark a. Smith Md Inc PY 2022 · Money Purchase
Money Purchase Plan for Mark a. Smith Md Inc · $944K · 4 · 24th
- NET $944K
- NET 4
- NET 24th
- NET Money Purchase
- NET near S Rao Talla Md PC Money Purchase Pension
- NET ind #4272
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 Ohio →
Money Purchase Plan for Mark a. Smith Md Inc in the asset neighbourhood
Mark a. Smith Md Inc years around the 2022 move
Sponsor-wide plan assets over time
All Mark a. Smith Md Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.5307164562188698% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8 | $4M |
| 2023 | 2 | 8 | $5M |
| 2024 | 2 | 8 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $944K |
| Net Income | -$181K |
| Employer EIN | 341523642 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Money Purchase Plan for Mark a. Smith Md Inc's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is S Rao Talla Md PC Money Purchase Pension in MI ($940K); 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 ($944K 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.