Money Purchase · DOL Form 5500 · 2022
James V Trask Money Purchase Plan
Data updated 2026-08-25
- $178K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $177,577
- Avg per participant Above avg balance/head
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.
- #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.
- #565
- in Finance & Insurance (9,261 peers)
- +70.8%
- assets growth YoY
The James V Trask Pension Plan among the smaller filed plans by assets
The James V Trask Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$177,577 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The James V Trask 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. The James V Trask Pension Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 421424148 · James V Trask PY 2022 · Money Purchase
The James V Trask Pension Plan · $178K · 1 · 10th
- EOY $178K
- EOY 1
- EOY 10th
- EOY Money Purchase
- EOY near Henney Wealth Management, Inc. Money Purchase Plan
- EOY ind #565
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 Finance & Insurance retirement plans → · Plans in Iowa →
The James V Trask Pension Plan in the asset neighbourhood
James V Trask multi-year asset trail
Sponsor-wide plan assets over time
All James V Trask plans reported in each filing year
- Latest sponsor-wide plan assets
- $350K 97.02776823575125% vs 2022
- 2024 filing year
| 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.
- 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
The James V Trask Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Iowa, the nearest Money Purchase by assets is Henney Wealth Management, Inc. Money Purchase Plan in CA ($177K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.