Money Purchase · DOL Form 5500 · 2022
IRA Baum, Executor of Estate of Joel F. Baum Money Purchase Plan
Data updated 2026-08-11
- $3K
- Total assets
- N/A
- Participants
- 1st
- Percentile by assets
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.
- 1st percentile by assets (of 139,126 plans)
- #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.
- $3K
- total plan assets (2022 EOY)
- N/A
- covered participants
- 1st
- percentile by assets (of 139,126 plans)
- -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.
Where Joel F. Baum Dds Money Purchase Plan sits by total 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
2022 asset move for Joel F. Baum Dds Money Purchase Plan
Year over year, total assets contracted severely from $838K at the start of 2022 to $3K at year-end (down 99.7%). Net assets closed at $3K; reported net income -$835K.
IRA Baum, Executor of Estate of Joel F. Baum years around the 2022 move
| 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.
Joel F. Baum Dds Money Purchase Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joel F. Baum Dds Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Joel F. Baum Dds Money Purchase Plan assets move in 2022? ▼
How have IRA Baum, Executor of Estate of Joel F. Baum plan assets changed over time? ▼
Where does Joel F. Baum Dds Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Joel F. Baum Dds Money Purchase Plan? ▼
Next read for Joel F. Baum Dds Money Purchase Plan
2022 change
Ways to act on Joel F. Baum Dds Money Purchase Plan's numbers.
- By total assets, Joel F. Baum Dds Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- IRA Baum, Executor of Estate of Joel F. Baum's sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans