Money Purchase · DOL Form 5500 · 2022

Bolick & Associates, PA, Cpa's Money Purchase Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$108,881
Avg per participant Below avg balance/head
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Official DOL plan name: Bolick & Associates, PA, Cpa's Money Purchase Pension Plan · Sponsored by Bolick & Associates, PA, Cpa's · North Carolina · Professional & Technical Services

$327K in assets, 3 participants

Bolick & Associates, PA, Cpa's's Bolick & Associates, PA, Cpa's Money Purchase Pension Plan reported $327K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,479 in Professional & Technical Services (21,562 peers)

2022 asset change

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan declined sharply 17.0% in 2022 ($393K → $327K) for 3 participants.

#2,479
in Professional & Technical Services (21,562 peers)
-17.0%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan among the smaller filed plans by assets

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan vs every filed plan by assets

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

$326,644 14th percentile higher than 14% 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

Bolick & Associates, PA, Cpa's 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. Bolick & Associates, PA, Cpa's Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 561397532 · Bolick & Associates, PA, Cpa's PY 2022 · Money Purchase

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan · $327K · 3 · 14th

  • SCH $327K
  • SCH 3
  • SCH 14th
  • SCH Money Purchase
  • SCH near Steven Novick - Money Purchase Pension Plan
  • SCH ind #2479

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 North Carolina →

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan in the asset neighbourhood

Bolick & Associates, PA, Cpa's Money Purchase Pension PlanBolick & Associates, PA, Cpa…$327KSteven Novick - Money Purchase Pension PlanSteven Novick - Money Purcha…$325KDavid O. Rivera Rivera, Dds Retirement PlanDavid O. Rivera Rivera, Dds …$325KMoises a. Villadelgado Dvm Morgan Stanley as Keogh CustodianMoises a. Villadelgado Dvm M…$325KGina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$324K
End-of-year total assets ($M) among Bolick & Associates, PA, Cpa's Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Bolick & Associates, PA, Cpa's years around the 2022 move

Sponsor-wide plan assets over time

All Bolick & Associates, PA, Cpa's plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M$0.4M 20222023 $0.33M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $327K
2023 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$393K
Net Assets (End of Year)$327K
Net Income-$67K
Employer EIN561397532
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Bolick & Associates, PA, Cpa's Money Purchase Pension Plan, Total assets ($M): 0.326644 · Participants: 3Bolick & Associates, PA, Cpa's Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 478.658982 · Participants: 2393Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 196.871715 · Participants: 1306Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 95.113597 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 45.724796 · Participants: 745Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc Money Purchase Plan, Total assets ($M): 17.472554 · Participants: 1145Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan
Bolick & Associates, PA, Cpa's Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Bolick & Associates, PA, Cpa's Money Purchase Pension Plan side-by-side with 3 peers →

Bolick & Associates, PA, Cpa's Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Steven Novick - Money Purchase Pension Plan in NY ($325K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bolick & Associates, PA, Cpa's Money Purchase Pension Plan assets move in 2022? ▼
Bolick & Associates, PA, Cpa's Money Purchase Pension Plan declined sharply - down 17.0% during 2022, from $393K to $327K. Reported net income was -$67K.
Where does Bolick & Associates, PA, Cpa's Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Bolick & Associates, PA, Cpa's Money Purchase Pension Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Bolick & Associates, PA, Cpa's Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Steven Novick - Money Purchase Pension Plan in NY ($325K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Bolick & Associates, PA, Cpa's Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561397532.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.