Money Purchase · DOL Form 5500 · 2022
The Rehabilitation Institute PLLC Qualified Retirement Plan Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 29th
- Percentile by assets
- $467,788
- Avg per participant
Official DOL plan name: The Rehabilitation Institute PLLC Qualified Retirement Plan · Sponsored by The Rehabilitation Institute PLLC Qualified Retirement Plan · Kentucky · Healthcare & Social Assistance
$1M in assets, 3 participants
The Rehabilitation Institute PLLC Qualified Retirement Plan's The Rehabilitation Institute PLLC Qualified Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 139,126 plans)
- #5,536 in Healthcare & Social Assistance (20,060 peers)
The Rehabilitation Institute PLLC Qualified Retirement Plan multi-year trail
The Rehabilitation Institute PLLC Qualified Retirement Plan's plans moved +16.5% in assets from 2022 to 2024; this filing shows The Rehabilitation Institute PLLC Qualified Retirement Plan at $1M / 3 participants.
- $1M
- total plan assets (2022 EOY)
- 3
- covered participants
- 29th
- percentile by assets (of 139,126 plans)
- $467,788
- avg assets per participant
The plan reported a net loss of $304K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rehabilitation Institute PLLC Qualified Retirement Plan across 3 plan years on file
Across the 3 plan years The Rehabilitation Institute PLLC Qualified Retirement Plan has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 16.5%, while reported participants moved from 3 to 2 (-33.3%). Peak year by sponsor assets: 2024 ($2M); trough: 2023 ($1M).
The Rehabilitation Institute PLLC Qualified Retirement Plan multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $2M |
The Rehabilitation Institute PLLC Qualified Retirement Plan filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$304K |
| Employer EIN | 611396390 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The Rehabilitation Institute PLLC Qualified Retirement Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $1.9B · 2,162
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $68M · 467
- Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
- Shadwell Farm Retirement Plan $15M · 78
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Rehabilitation Institute PLLC Qualified Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Rehabilitation Institute PLLC Qualified Retirement Plan's numbers.
- By total assets, The Rehabilitation Institute PLLC Qualified 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 Kentucky. Compare plans
- The Rehabilitation Institute PLLC Qualified Retirement Plan's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans