Money Purchase · DOL Form 5500 · 2022

Posse Resources, LLC Money Purchase Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
13
Participants Small participant base
85th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Posse Resources Money Purchase Pension Plan and Trust · Sponsored by Posse Resources, LLC · Texas · Professional & Technical Services

$35M in assets, 13 participants

Posse Resources, LLC's Posse Resources Money Purchase Pension Plan and Trust reported $35M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,424 in Professional & Technical Services (21,562 peers)

Where Posse Resources Money Purchase Pension Plan and Trust sits by assets

Posse Resources Money Purchase Pension Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 13 participants (~$2.7M/participant), down 4.1% in 2022.

#18,424
in Professional & Technical Services (21,562 peers)
-4.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Posse Resources Money Purchase Pension Plan and Trust's outsized position by total assets

Posse Resources Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$35,198,246 Top 15% higher than 85% 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

Posse Resources Money Purchase Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Posse Resources Money Purchase Pension Plan and Trust is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 821204603 · Posse Resources, LLC PY 2022 · Money Purchase

Posse Resources Money Purchase Pension Plan and Trust · $35M · 13 · 85th

  • TYPE $35M
  • NET 13
  • BOOK 85th
  • VS-ST Money Purchase
  • BOY near Norton Sound Health Corporation Money Purchase Pension Plan & Trust
  • SCH ind #18424

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 Texas →

Posse Resources Money Purchase Pension Plan and Trust in the asset neighbourhood

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanInternational Association of…$35MPlumbers & Steamfitters Local #83 Retirement FundPlumbers & Steamfitters Loca…$35MPosse Resources Money Purchase Pension Plan and TrustPosse Resources Money Purcha…$35MNorton Sound Health Corporation Money Purchase Pension Plan & TrustNorton Sound Health Corporat…$35MNational Electrical Benefit Fund Defined Contribution PlanNational Electrical Benefit …$35M
End-of-year total assets ($M) among Posse Resources Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$2M
Employer EIN821204603
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Posse Resources, LLC)

Sponsor-wide plan assets over time

All Posse Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.121537022043654% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.2M $47.6M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 13 $35M
2023 1 11 $42M
2024 1 11 $48M

Nearby Money Purchase Plans in Texas

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

Posse Resources Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Posse Resources Money Purchase Pension Plan and Trust, Total assets ($M): 35.198246 · Participants: 13Posse Resources Money Purchase Pension Plan and TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
Posse Resources Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Posse Resources Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Posse Resources Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK ($35M); by covered participants it is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Posse Resources Money Purchase Pension Plan and Trust assets move in 2022? ▼
Posse Resources Money Purchase Pension Plan and Trust edged down modestly - down 4.1% during 2022, from $37M to $35M. Reported net income was -$2M.
How have Posse Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Posse Resources, LLC's sponsor-wide assets grew 35.1%, from $35M to $48M.
Where does Posse Resources Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Posse Resources Money Purchase Pension Plan and Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Posse Resources Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK ($35M, 521 participants).
Which Money Purchase plans cover a similar participant headcount to Posse Resources Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants, N/A 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 821204603.

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.