Money Purchase · DOL Form 5500 · 2022

Athihalli Nagaraj Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$580,259
Avg per participant High balance/head
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Official DOL plan name: Athihalli Nagaraj Money Purchase Plan & Trust · Sponsored by Athihalli Nagaraj · Illinois · Healthcare & Social Assistance

$1M in assets, 2 participants

Athihalli Nagaraj's Athihalli Nagaraj Money Purchase Plan & Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,871 in Healthcare & Social Assistance (20,060 peers)

Athihalli Nagaraj multi-year trail

Athihalli Nagaraj's plans moved +39.1% in assets from 2022 to 2024; this filing shows Athihalli Nagaraj Money Purchase Plan & Trust at $1M / 2 participants.

#4,871
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

The plan reported a net loss of $268K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Athihalli Nagaraj Money Purchase Plan & Trust among the smaller filed plans by assets

Athihalli Nagaraj Money Purchase Plan & Trust vs every filed plan by assets

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

$1,160,517 27th percentile higher than 27% 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

Athihalli Nagaraj Money Purchase Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athihalli Nagaraj Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 611540913 · Athihalli Nagaraj PY 2022 · Money Purchase

Athihalli Nagaraj Money Purchase Plan & Trust · $1M · 2 · 27th

  • PHOTO $1M
  • IND 2
  • EOY 27th
  • 5500 Money Purchase
  • ASSETS near T Monte Mcalexander Self Employed Retirement Plan
  • PCT ind #4871

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 Illinois →

Athihalli Nagaraj Money Purchase Plan & Trust in the asset neighbourhood

Andrew C. Tarkington Dds PC Money Purchase PlanAndrew C. Tarkington Dds PC …$1MMidwest Asbestos Workers, Local 63 - Money Purchase Pension PlanMidwest Asbestos Workers, Lo…$1MAthihalli Nagaraj Money Purchase Plan & TrustAthihalli Nagaraj Money Purc…$1MT Monte Mcalexander Self Employed Retirement PlanT Monte Mcalexander Self Emp…$1MFinancial Funding Exchange Inc MppFinancial Funding Exchange I…$1M
End-of-year total assets ($M) among Athihalli Nagaraj Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Athihalli Nagaraj multi-year asset trail

Sponsor-wide plan assets over time

All Athihalli Nagaraj plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.08206428686525% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.16M $1.61M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Athihalli Nagaraj filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$268K
Employer EIN611540913
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Athihalli Nagaraj Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Athihalli Nagaraj Money Purchase Plan & Trust, Total assets ($M): 1.160517 · Participants: 2Athihalli Nagaraj Money Purchase Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 669.295125 · Participants: 1625Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 615.598536 · Participants: 2741NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 417.547857 · Participants: 320NECA-IBEW Local 364 Defined Contribution PlanSmart Local 265 Supplemental Retirement Savings Plan, Total assets ($M): 302.3658 · Participants: 2526Smart Local 265 Supplemental Retirement Savings PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 172.583563 · Participants: 1223International Association of Heat and Frost Insulators Local 17 Annuity Fund
Athihalli Nagaraj Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Athihalli Nagaraj Money Purchase Plan & Trust side-by-side with 3 peers →

Athihalli Nagaraj Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is T Monte Mcalexander Self Employed Retirement Plan in TN ($1M); 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 Athihalli Nagaraj Money Purchase Plan & Trust assets move in 2022? ▼
Athihalli Nagaraj Money Purchase Plan & Trust declined sharply - down 18.8% during 2022, from $1M to $1M. Reported net income was -$268K.
How have Athihalli Nagaraj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athihalli Nagaraj's sponsor-wide assets grew 39.1%, from $1M to $2M.
Which Money Purchase plans are similar in size to Athihalli Nagaraj Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is T Monte Mcalexander Self Employed Retirement Plan in TN ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Athihalli Nagaraj Money Purchase Plan & Trust? ▼
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 611540913.

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.