Money Purchase · DOL Form 5500 · 2022

Legal Aid Society of Orange County, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
40th
Percentile by assets National rank
$105,716
Avg per participant Below avg balance/head
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Official DOL plan name: Legal Aid Society of Orange County Inc. Money Purchase Plan · Sponsored by Legal Aid Society of Orange County, Inc. · New York · Professional & Technical Services

$3M in assets, 27 participants

Legal Aid Society of Orange County, Inc.'s Legal Aid Society of Orange County Inc. Money Purchase Plan reported $3M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,919 in Professional & Technical Services (21,562 peers)

2022 asset change

Legal Aid Society of Orange County Inc. Money Purchase Plan contracted severely 35.6% in 2022 ($4M → $3M) for 27 participants.

#7,919
in Professional & Technical Services (21,562 peers)
-35.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Legal Aid Society of Orange County Inc. Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers

Legal Aid Society of Orange County Inc. Money Purchase Plan vs every filed plan by assets

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

$2,854,324 40th percentile higher than 40% 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

Legal Aid Society of Orange County Inc. Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legal Aid Society of Orange County Inc. Money Purchase Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 141483177 · Legal Aid Society of Orange County, Inc. PY 2022 · Money Purchase

Legal Aid Society of Orange County Inc. Money Purchase Plan · $3M · 27 · 40th

  • ASSETS $3M
  • PCT 27
  • EIN 40th
  • RANK Money Purchase
  • PHOTO near Raj Subnani Shearson as Keogh Mp Custodian
  • IND ind #7919

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 New York →

Legal Aid Society of Orange County Inc. Money Purchase Plan in the asset neighbourhood

Pendleton Nursing Home, Inc. Pension PlanPendleton Nursing Home, Inc.…$3MLegal Aid Society of Orange County Inc. Money Purchase PlanLegal Aid Society of Orange …$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MEvans & Son, Inc. Frozen Money Purchase PlanEvans & Son, Inc. Frozen Mon…$3MGross Kaplan & Osiol, L.L.C. Keogh Profit SharingGross Kaplan & Osiol, L.L.C.…$3M
End-of-year total assets ($M) among Legal Aid Society of Orange County Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Legal Aid Society of Orange County, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Legal Aid Society of Orange County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.822646623158408% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.85M $2.83M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 30 $3M
2024 1 27 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN141483177
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Legal Aid Society of Orange County Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Legal Aid Society of Orange County Inc. Money Purchase Plan, Total assets ($B): 0.002854324 · Participants: 27Legal Aid Society of Orange County Inc. Money Purchase 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
Legal Aid Society of Orange County Inc. Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Legal Aid Society of Orange County Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Raj Subnani Shearson as Keogh Mp Custodian in TX ($3M); by covered participants it is Organization Management Group, Inc. Money Purchase Pension in VA (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Legal Aid Society of Orange County Inc. Money Purchase Plan assets move in 2022? ▼
Legal Aid Society of Orange County Inc. Money Purchase Plan contracted severely - down 35.6% during 2022, from $4M to $3M. Reported net income was -$2M.
How have Legal Aid Society of Orange County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal Aid Society of Orange County, Inc.'s sponsor-wide assets declined 0.8%, from $3M to $3M.
Which Money Purchase plans are similar in size to Legal Aid Society of Orange County Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Raj Subnani Shearson as Keogh Mp Custodian in TX ($3M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Legal Aid Society of Orange County Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Organization Management Group, Inc. Money Purchase Pension in VA (27 participants, $2M in assets).