Money Purchase · DOL Form 5500 · 2022

Richard Evans Md Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Richard B. Evans, M.D. Money Purchase & Keogh Plan · Sponsored by Richard Evans Md · New York · Healthcare & Social Assistance

$2M in assets, 1 participants

Richard Evans Md's Richard B. Evans, M.D. Money Purchase & Keogh Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,657 in Healthcare & Social Assistance (20,060 peers)

Richard Evans Md multi-year trail

Richard Evans Md's plans moved +12.5% in assets from 2022 to 2024; this filing shows Richard B. Evans, M.D. Money Purchase & Keogh Plan at $2M / 1 participant.

#6,657
in Healthcare & Social Assistance (20,060 peers)
+32.2%
assets growth YoY

Richard B. Evans, M.D. Money Purchase & Keogh Plan among the smaller filed plans by assets

Richard B. Evans, M.D. Money Purchase & Keogh Plan vs every filed plan by assets

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

$1,864,002 33rd percentile higher than 33% 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

Richard B. Evans, M.D. Money Purchase & Keogh 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. Richard B. Evans, M.D. Money Purchase & Keogh Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 161284750 · Richard Evans Md PY 2022 · Money Purchase

Richard B. Evans, M.D. Money Purchase & Keogh Plan · $2M · 1 · 33rd

  • PART $2M
  • PART 1
  • PART 33rd
  • PART Money Purchase
  • PART near The Contractors Retirement Plan
  • PART ind #6657

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 New York →

Richard B. Evans, M.D. Money Purchase & Keogh Plan in the asset neighbourhood

Michael P Logue Dmd PA Employees Profit Sharing PlanMichael P Logue Dmd PA Emplo…$2MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$2MRichard B. Evans, M.D. Money Purchase & Keogh PlanRichard B. Evans, M.D. Money…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2MFunkshun Inc Money Purchase PlanFunkshun Inc Money Purchase …$2M
End-of-year total assets ($M) among Richard B. Evans, M.D. Money Purchase & Keogh Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Richard Evans Md multi-year asset trail

Sponsor-wide plan assets over time

All Richard Evans Md plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.460072467733402% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.86M $2.1M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Richard Evans Md filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$453K
Employer EIN161284750
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Richard B. Evans, M.D. Money Purchase & Keogh Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Richard B. Evans, M.D. Money Purchase & Keogh Plan, Total assets ($B): 0.001864002 · Participants: 1Richard B. Evans, M.D. Money Purchase & Keogh PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Richard B. Evans, M.D. Money Purchase & Keogh Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Richard B. Evans, M.D. Money Purchase & Keogh Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is The Contractors Retirement Plan in TX ($2M); 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 Richard B. Evans, M.D. Money Purchase & Keogh Plan assets move in 2022? ▼
Richard B. Evans, M.D. Money Purchase & Keogh Plan surged - up 32.2% during 2022, from $1M to $2M. Reported net income was $453K.
How have Richard Evans Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Evans Md's sponsor-wide assets grew 12.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Richard B. Evans, M.D. Money Purchase & Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($2M, 570 participants).
Which Money Purchase plans cover a similar participant headcount to Richard B. Evans, M.D. Money Purchase & Keogh 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).