Money Purchase · DOL Form 5500 · 2022
IRA Baum, Executor of Estate of Joel F. Baum Money Purchase Plan
Data updated 2026-08-25
- $3K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 1st
- Percentile by assets National rank
Official DOL plan name: Joel F. Baum Dds Money Purchase Plan · Sponsored by IRA Baum, Executor of Estate of Joel F. Baum · Florida · Healthcare & Social Assistance
$3K in assets, N/A participants
IRA Baum, Executor of Estate of Joel F. Baum's Joel F. Baum Dds Money Purchase Plan reported $3K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #91 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Joel F. Baum Dds Money Purchase Plan contracted severely 99.7% in 2022 ($838K → $3K) for N/A participants.
- #91
- in Healthcare & Social Assistance (20,060 peers)
- -99.7%
- assets change YoY
The plan reported a net loss of $835K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joel F. Baum Dds Money Purchase Plan among the smaller filed plans by assets
Joel F. Baum Dds Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,902 1st percentile higher than 1% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 222039108 · IRA Baum, Executor of Estate of Joel F. Baum PY 2022 · Money Purchase
Joel F. Baum Dds Money Purchase Plan · $3K · N/A · 1st
- TYPE $3K
- NET N/A
- BOOK 1st
- VS-ST Money Purchase
- BOY near Zimmermans Accounting Profit Sharing Plan & Pension Plan
- SCH ind #91
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 Florida →
Joel F. Baum Dds Money Purchase Plan in the asset neighbourhood
IRA Baum, Executor of Estate of Joel F. Baum years around the 2022 move
Sponsor-wide plan assets over time
All IRA Baum, Executor of Estate of Joel F. Baum plans reported in each filing year
- Latest sponsor-wide plan assets
- $3K 1.9986216402481045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3K |
| 2023 | 1 | N/A | $3K |
| 2024 | 1 | N/A | $3K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $838K |
|---|---|
| Net Assets (End of Year) | $3K |
| Net Income | -$835K |
| Employer EIN | 222039108 |
| Plan Effective Date | 1984-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
Joel F. Baum Dds Money Purchase Plan's closest out-of-state Money Purchase peers by assets
Outside Florida, the nearest Money Purchase by end-of-year assets is Zimmermans Accounting Profit Sharing Plan & Pension Plan in MI at $2K (this filing: $3K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.