Money Purchase · DOL Form 5500 · 2022

Rowling Streeter & Partipilo PC Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
52nd
Percentile by assets National rank
$659,289
Avg per participant High balance/head
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Official DOL plan name: Rowling Streeter & Partipilo PC Employees Pension Plan and Trust · Sponsored by Rowling Streeter & Partipilo PC · Michigan · Professional & Technical Services

$5M in assets, 8 participants

Rowling Streeter & Partipilo PC's Rowling Streeter & Partipilo PC Employees Pension Plan and Trust reported $5M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,675 in Professional & Technical Services (21,562 peers)

Rowling Streeter & Partipilo PC multi-year trail

Rowling Streeter & Partipilo PC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Rowling Streeter & Partipilo PC Employees Pension Plan and Trust at $5M / 8 participants.

#10,675
in Professional & Technical Services (21,562 peers)
-4.8%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust vs every filed plan by assets

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

$5,274,313 Top 48% higher than 52% 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

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rowling Streeter & Partipilo PC Employees Pension Plan and Trust is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 382442010 · Rowling Streeter & Partipilo PC PY 2022 · Money Purchase

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust · $5M · 8 · 52nd

  • EIN $5M
  • EIN 8
  • EIN 52nd
  • EIN Money Purchase
  • EIN near Matrix Partners Management Services, L. P. Money Purchase Pension Plan
  • EIN ind #10675

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 Michigan →

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust in the asset neighbourhood

Service Employees Intl Union Local 2000 Pension FundService Employees Intl Union…$5MLinas a Sidrys, Md$5MRowling Streeter & Partipilo PC Employees Pension Plan and TrustRowling Streeter & Partipilo…$5MMatrix Partners Management Services, L. P. Money Purchase Pension PlanMatrix Partners Management S…$5MBhailal G. Gondalia Money Purchase PlanBhailal G. Gondalia Money Pu…$5M
End-of-year total assets ($M) among Rowling Streeter & Partipilo PC Employees Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Rowling Streeter & Partipilo PC multi-year asset trail

Sponsor-wide plan assets over time

All Rowling Streeter & Partipilo PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.283094120504416% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.27M $6.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 9 $6M
2024 1 7 $6M

Rowling Streeter & Partipilo PC filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$265K
Employer EIN382442010
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Rowling Streeter & Partipilo PC Employees Pension Plan and Trust, Total assets ($M): 5.274313 · Participants: 8Rowling Streeter & Partipilo PC Employees Pension Plan and TrustIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Rowling Streeter & Partipilo PC Employees Pension Plan and Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Rowling Streeter & Partipilo PC Employees Pension Plan and Trust side-by-side with 3 peers →

Rowling Streeter & Partipilo PC Employees Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Matrix Partners Management Services, L. P. Money Purchase Pension Plan in MA ($5M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Rowling Streeter & Partipilo PC Employees Pension Plan and Trust assets move in 2022? ▼
Rowling Streeter & Partipilo PC Employees Pension Plan and Trust edged down modestly - down 4.8% during 2022, from $6M to $5M. Reported net income was -$265K.
How have Rowling Streeter & Partipilo PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowling Streeter & Partipilo PC's sponsor-wide assets grew 21.3%, from $5M to $6M.
Which Money Purchase plans are similar in size to Rowling Streeter & Partipilo PC Employees Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Matrix Partners Management Services, L. P. Money Purchase Pension Plan in MA ($5M, 21 participants).
Which Money Purchase plans cover a similar participant headcount to Rowling Streeter & Partipilo PC Employees Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (8 participants, $1M 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 382442010.

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.