Money Purchase · DOL Form 5500 · 2022
Neil J. Marcus, Atty at Law Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $966,901
- Avg per participant High balance/head
Official DOL plan name: Neil Marcus Money Purchase Keogh Retirement Plan · Sponsored by Neil J. Marcus, Atty at Law · Pennsylvania · Professional & Technical Services
$6M in assets, 6 participants
Neil J. Marcus, Atty at Law's Neil Marcus Money Purchase Keogh Retirement Plan reported $6M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #11,115 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Neil Marcus Money Purchase Keogh Retirement Plan holds $6M for 6 participants - about $966,901 per participant, above the median plan by assets.
- #11,115
- in Professional & Technical Services (21,562 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $332K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Neil Marcus Money Purchase Keogh Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Neil Marcus Money Purchase Keogh Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,801,407 Top 46% higher than 54% 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
Neil Marcus Money Purchase Keogh 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. Neil Marcus Money Purchase Keogh Retirement Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 251312290 · Neil J. Marcus, Atty at Law PY 2022 · Money Purchase
Neil Marcus Money Purchase Keogh Retirement Plan · $6M · 6 · 54th
- EBSA $6M
- PART 6
- TYPE 54th
- NET Money Purchase
- BOOK near Boys & Girls Clubs of Snohomish County Pension Plan
- VS-ST ind #11115
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 Pennsylvania →
Neil Marcus Money Purchase Keogh Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$332K |
| Employer EIN | 251312290 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Neil Marcus Money Purchase Keogh Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Boys & Girls Clubs of Snohomish County Pension Plan in WA ($6M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.