Money Purchase · DOL Form 5500 · 2022

James C Lisak, Md Money Purchase Plan

Data updated 2026-08-25

$368K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$184,075
Avg per participant Above avg balance/head
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Official DOL plan name: James C Lisak, Md Keogh Money Purchase Plan · Sponsored by James C Lisak, Md · Massachusetts · Healthcare & Social Assistance

$368K in assets, 2 participants

James C Lisak, Md's James C Lisak, Md Keogh Money Purchase Plan reported $368K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,299 in Healthcare & Social Assistance (20,060 peers)

James C Lisak, Md multi-year trail

James C Lisak, Md's plans moved +11.2% in assets from 2022 to 2024; this filing shows James C Lisak, Md Keogh Money Purchase Plan at $368K / 2 participants.

#2,299
in Healthcare & Social Assistance (20,060 peers)
+1.5%
assets growth YoY

James C Lisak, Md Keogh Money Purchase Plan among the smaller filed plans by assets

James C Lisak, Md Keogh Money Purchase Plan vs every filed plan by assets

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

$368,149 15th percentile higher than 15% 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

James C Lisak, Md Keogh Money Purchase 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. James C Lisak, Md Keogh Money Purchase Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 042965446 · James C Lisak, Md PY 2022 · Money Purchase

James C Lisak, Md Keogh Money Purchase Plan · $368K · 2 · 15th

  • VS-ST $368K
  • VS-ST 2
  • VS-ST 15th
  • VS-ST Money Purchase
  • VS-ST near Psychological Associates of Il Pension Plan
  • VS-ST ind #2299

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 Massachusetts →

James C Lisak, Md Keogh Money Purchase Plan in the asset neighbourhood

James C Lisak, Md Keogh Money Purchase PlanJames C Lisak, Md Keogh Mone…$368KPsychological Associates of Il Pension PlanPsychological Associates of …$371KMelvyn Miguel Acosta Febo Retirement PlanMelvyn Miguel Acosta Febo Re…$365KCorrea Medical Group Retirement PlanCorrea Medical Group Retirem…$371KHector a. Correa Colon Retirement PlanHector a. Correa Colon Retir…$371K
End-of-year total assets ($M) among James C Lisak, Md Keogh Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

James C Lisak, Md multi-year asset trail

Sponsor-wide plan assets over time

All James C Lisak, Md plans reported in each filing year

Latest sponsor-wide plan assets
$973K 11.203300051563305% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.97M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 4 $875K
2023 2 4 $920K
2024 2 4 $973K

James C Lisak, Md filing trail (2022)

Total Assets (Beginning of Year)$363K
Net Assets (End of Year)$368K
Net Income$6K
Employer EIN042965446
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

James C Lisak, Md Keogh Money Purchase Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants James C Lisak, Md Keogh Money Purchase Plan, Total assets ($B): 0.000368149 · Participants: 2James C Lisak, Md Keogh Money Purchase PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
James C Lisak, Md Keogh Money Purchase Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare James C Lisak, Md Keogh Money Purchase Plan side-by-side with 3 peers →

James C Lisak, Md Keogh Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Psychological Associates of Il Pension Plan in IL ($371K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($368K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James C Lisak, Md Keogh Money Purchase Plan assets move in 2022? ▼
James C Lisak, Md Keogh Money Purchase Plan edged up modestly - up 1.5% during 2022, from $363K to $368K. Reported net income was $6K.
How have James C Lisak, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James C Lisak, Md's sponsor-wide assets grew 11.2%, from $875K to $973K.
Where does James C Lisak, Md Keogh Money Purchase Plan rank by assets among Form 5500 filers? ▼
James C Lisak, Md Keogh Money Purchase Plan ranks in the 15th 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 James C Lisak, Md Keogh Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Psychological Associates of Il Pension Plan in IL ($371K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to James C Lisak, Md Keogh Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 042965446.

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.