Money Purchase · DOL Form 5500 · 2022

George L Schroeder Money Purchase Plan

Data updated 2026-08-11

$243K
Total assets
2
Participants
12th
Percentile by assets
$121,652
Avg per participant
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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.

  • 12th percentile by assets (of 139,126 plans)
  • #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.

$243K
total plan assets (2022 EOY)
2
covered participants
12th
percentile by assets (of 139,126 plans)
$121,652
avg assets per participant

Where Self Employed Individualttee Retirements Plan for State Farm Independent Agents sits by total 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 $2,010,000,000 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

State
Pennsylvania
Industry
Finance & Insurance

Money Purchase filing for Self Employed Individualttee Retirements Plan for State Farm Independent Agents

Money Purchase filing for plan year 2022: EIN 251440655 ; effective since 1987-02-25 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$-0.1M$0M$0.1M$0.2M$0.3M 20222023 $0.24M $0M ▼ -100.0%
Total plan assets by year, all George L Schroeder plans on file
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 ($M) Participants Self Employed Indivi…, Total assets ($M): 0.243303 · Participants: 2Self Employed Indivi…Central Pennsylvania…, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania…Duane Morris Retirem…, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirem…IBEW Local Union 375…, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375…Milton Hershey Schoo…, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey Schoo…Dentons Cohen & Grig…, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grig…
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… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Self Employed Individualttee Retirements Plan for State Farm Independent Agents by total assets, not by location.

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).

Next read for Self Employed Individualttee Retirements…

Filing takeaways

Ways to act on Self Employed Individualttee Retirements Plan for State Farm Independent Agents's numbers.

  • By total assets, Self Employed Individualttee Retirements Plan for State Farm Independent Agents 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 Pennsylvania. Compare plans

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.