Money Purchase · DOL Form 5500 · 2022

George L Schroeder Money Purchase Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$121,652
Avg per participant Near avg balance/head
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Official DOL plan name: Self Employed Individualttee Retirements Plan for State Farm Independent Agents · Sponsored by George L Schroeder · Pennsylvania · Finance & Insurance

$243K in assets, 2 participants

George L Schroeder's Self Employed Individualttee Retirements Plan for State Farm Independent Agents reported $243K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #684 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Self Employed Individualttee Retirements Plan for State Farm Independent Agents holds $243K for 2 participants - about $121,652 per participant, among the smaller plans by assets on file.

#684
in Finance & Insurance (9,261 peers)
+1.2%
assets growth YoY

Self Employed Individualttee Retirements Plan for State Farm Independent Agents among the smaller filed plans by assets

Self Employed Individualttee Retirements Plan for State Farm Independent Agents vs every filed plan by assets

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

$243,303 12th percentile higher than 12% 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

Self Employed Individualttee Retirements Plan for State Farm Independent Agents among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self Employed Individualttee Retirements Plan for State Farm Independent Agents is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 251440655 · George L Schroeder PY 2022 · Money Purchase

Self Employed Individualttee Retirements Plan for State Farm Independent Agents · $243K · 2 · 12th

  • RANK $243K
  • RANK 2
  • RANK 12th
  • RANK Money Purchase
  • RANK near John K. Lee, Dds Money Purchase Plan
  • RANK ind #684

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Self Employed Individualttee Retirements Plan for State Farm Independent Agents in the asset neighbourhood

Aurea Pedraza Pena Retirement PlanAurea Pedraza Pena Retiremen…$249KSelf Employed Individualttee Retirements Plan for State Farm Independent AgentsSelf Employed Individualttee…$243KJohn K. Lee, Dds Money Purchase PlanJohn K. Lee, Dds Money Purch…$243KJohn J. St. Andre, Jr. Money Purchase Pension Plan & TrustJohn J. St. Andre, Jr. Money…$244KDra. Lylka Rios Aviles Retirement PlanDra. Lylka Rios Aviles Retir…$238K
End-of-year total assets ($M) among Self Employed Individualttee Retirements Plan for State Farm Independent Agents and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$243K
Net Income$3K
Employer EIN251440655
Plan Effective Date1987-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (George L Schroeder)

Sponsor-wide plan assets over time

All George L Schroeder plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M 20222023 $0.24M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $243K
2023 1 2 N/A

Nearby Money Purchase Plans in Pennsylvania

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

Self Employed Individualttee Retirements Plan for State Farm Independent Agents vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Self Employed Individualttee Retirements Plan for State Farm Independent Agents, Total assets ($M): 0.243303 · Participants: 2Self Employed Individualttee Retirements Plan for State Farm Independent AgentsCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Self Employed Individualttee Retirements Plan for State Farm Independent Agents vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Self Employed Individualttee Retirements Plan for State Farm Independent Agents side-by-side with 3 peers →

Self Employed Individualttee Retirements Plan for State Farm Independent Agents's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is John K. Lee, Dds Money Purchase Plan in CA ($243K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Self Employed Individualttee Retirements Plan for State Farm Independent Agents assets move in 2022? ▼
Self Employed Individualttee Retirements Plan for State Farm Independent Agents edged up modestly - up 1.2% during 2022, from $241K to $243K. Reported net income was $3K.
Where does Self Employed Individualttee Retirements Plan for State Farm Independent Agents rank by assets among Form 5500 filers? ▼
Self Employed Individualttee Retirements Plan for State Farm Independent Agents ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Self Employed Individualttee Retirements Plan for State Farm Independent Agents? ▼
Among Money Purchase plans in other states, the closest by assets is John K. Lee, Dds Money Purchase Plan in CA ($243K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Self Employed Individualttee Retirements Plan for State Farm Independent Agents? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 251440655.

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.