Money Purchase · DOL Form 5500 · 2022
Chapter 13 Office Kathryn L. Bringle Tte Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 12
- Participants
- 40th
- Percentile by assets
- $246,054
- Avg per participant
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.
- 40th percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 12
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $246,054
- avg assets per participant
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.
2022 asset move for Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)
Year over year, total assets declined sharply from $4M at the start of 2022 to $3M at year-end (down 23.4%). Net assets closed at $3M; reported net income -$900K.
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.
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
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Frequently Asked Questions
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2022 change
Ways to act on Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s numbers.
- By total assets, Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans