Money Purchase · DOL Form 5500 · 2022
James V Trask Money Purchase Plan
Data updated 2026-08-11
- $178K
- Total assets
- 1
- Participants
- 10th
- Percentile by assets
- $177,577
- Avg per participant
Official DOL plan name: The James V Trask Pension Plan · Sponsored by James V Trask · Iowa · Finance & Insurance
$178K in assets, 1 participants
James V Trask's The James V Trask Pension Plan reported $178K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 139,126 plans)
- #565 in Finance & Insurance (9,261 peers)
James V Trask multi-year trail
James V Trask's plans moved +97.0% in assets from 2022 to 2024; this filing shows The James V Trask Pension Plan at $178K / 1 participant.
- $178K
- total plan assets (2022 EOY)
- 1
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $177,577
- avg assets per participant
James V Trask across 3 plan years on file
Across the 3 plan years James V Trask has on file (2022-2024), sponsor-wide plan assets have moved from $178K to $350K, a gain of 97.0%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($350K); trough: 2022 ($178K).
James V Trask multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $178K |
| 2023 | 1 | 1 | $245K |
| 2024 | 1 | 2 | $350K |
James V Trask filing trail (2022)
| Total Assets (Beginning of Year) | $104K |
|---|---|
| Net Assets (End of Year) | $178K |
| Net Income | $74K |
| Employer EIN | 421424148 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Iowa
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The James V Trask Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
- Iowa Builders Retirement Plan $57M · 378
- IBEW Local 13 Retirement Plan $48M · 229
- Iron Workers Local No. 67 Defined Contribution Fund $32M · 839
- Morningside University Defined Contribution Retire $20M · 206
- Grand View University Employees' Money Purchase Plan $16M · 233
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The James V Trask Pension Plan by total assets, not by location.
Frequently Asked Questions
How did The James V Trask Pension Plan assets move in 2022? ▼
How have James V Trask plan assets changed over time? ▼
Where does The James V Trask Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The James V Trask Pension Plan? ▼
Next read for The James V Trask Pension Plan
Multi-year trail
Ways to act on The James V Trask Pension Plan's numbers.
- By total assets, The James V Trask Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- James V Trask's sponsor-wide assets have grown 97.0% since 2022 across 3 plan years on file. More Finance & Insurance plans