SANFORD BISMARCK MONEY PURCHASE PENSION PLAN (QR)
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SANFORD BISMARCK
This Money Purchase plan holds $20M in total assets and serves 212 participants as of 2022. It is sponsored by SANFORD BISMARCK in North Dakota. The plan reported a net loss of $4M for the year.
What the Filing Says About SANFORD BISMARCK MONEY PURCHASE PENSION PLAN (QR)
SANFORD BISMARCK MONEY PURCHASE PENSION PLAN (QR) is a Money Purchase retirement plan sponsored by SANFORD BISMARCK, headquartered in North Dakota. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 212 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 450226700, and the plan has been effective since 2004-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $24M at the beginning of 2022 to $20M at year-end — a decline of 16.0%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,829,492 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $24M |
| Total Assets (End of Year) | $20M |
| Net Assets (End of Year) | $20M |
| Net Income | $-3,829,492 |
| Plan Type | Money Purchase |
| Employer EIN | 450226700 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SANFORD BISMARCK)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 412 | $20M |
| 2023 | 1 | 196 | N/A |
Nearby Money Purchase Plans in North Dakota
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- NATIONAL ELECTRICAL ANNUITY PLAN $15.8B · 84,425
- THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. $7.0B · 18,060
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- KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN $5.1B · 36,330
- UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN $4.4B · 20,136
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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 450226700.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.