Money Purchase · DOL Form 5500 · 2022

Mary P. File Md Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$487,262
Avg per participant High balance/head
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Official DOL plan name: Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust · Sponsored by Mary P. File Md · Ohio · Healthcare & Social Assistance

$1M in assets, 3 participants

Mary P. File Md's Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,690 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust declined sharply 17.8% in 2022 ($2M → $1M) for 3 participants.

#5,690
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $317K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust among the smaller filed plans by assets

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$1,461,786 29th percentile higher than 29% 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

Mary P. File Md Standard Prototype Money Purchase 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. Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 341345842 · Mary P. File Md PY 2022 · Money Purchase

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust · $1M · 3 · 29th

  • RANK $1M
  • RANK 3
  • RANK 29th
  • RANK Money Purchase
  • RANK near Rossmore Enterprises Money Purchase Pension Plan
  • RANK ind #5690

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust in the asset neighbourhood

Loberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$1MMarc R. Levin, M.D. Keogh PlanMarc R. Levin, M.D. Keogh Pl…$1MMary P. File Md Standard Prototype Money Purchase Pension Plan and TrustMary P. File Md Standard Pro…$1MRossmore Enterprises Money Purchase Pension PlanRossmore Enterprises Money P…$1MG. H Graf Realty Corp - Money Purchase PlanG. H Graf Realty Corp - Mone…$1M
End-of-year total assets ($M) among Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Mary P. File Md years around the 2022 move

Sponsor-wide plan assets over time

All Mary P. File Md plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.74M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $2M
2024 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$317K
Employer EIN341345842
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

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

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust, Total assets ($B): 0.001461786 · Participants: 3Mary P. File Md Standard Prototype Money Purchase Pension Plan and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Rossmore Enterprises Money Purchase Pension Plan in CO ($1M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust assets move in 2022? ▼
Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust declined sharply - down 17.8% during 2022, from $2M to $1M. Reported net income was -$317K.
Which Money Purchase plans are similar in size to Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Rossmore Enterprises Money Purchase Pension Plan in CO ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 341345842.

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.