Money Purchase · DOL Form 5500 · 2022
Chapter 13 Office Kathryn L. Bringle Tte Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $246,054
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · Sponsored by Chapter 13 Office Kathryn L. Bringle Tte · North Carolina · Professional & Technical Services
$3M in assets, 12 participants
Chapter 13 Office Kathryn L. Bringle Tte's Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) reported $3M in total assets and 12 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.
- #8,074 in Professional & Technical Services (21,562 peers)
2022 asset change
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) declined sharply 23.4% in 2022 ($4M → $3M) for 12 participants.
- #8,074
- in Professional & Technical Services (21,562 peers)
- -23.4%
- assets change YoY
The plan reported a net loss of $900K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s mid-pack asset rank among Professional & Technical Services and all filers
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,952,650 40th percentile higher than 40% 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
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) is a small filing (12 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 561174661 · Chapter 13 Office Kathryn L. Bringle Tte PY 2022 · Money Purchase
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · $3M · 12 · 40th
- EIN $3M
- RANK 12
- PHOTO 40th
- IND Money Purchase
- EOY near Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan
- 5500 ind #8074
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 North Carolina →
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$900K |
| Employer EIN | 561174661 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $479M · 2,393
- Fhi 360 Employees' Pension Plan $197M · 1,306
- New England Life Insurance Company Agents' Retirement Plan and Trust $95M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $46M · 745
- Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan $17M · 1,145
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Joseph R. Pozzuolo Assoc., P.C. Money Purchase Pension Plan in PA ($3M); by covered participants it is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.