Money Purchase · DOL Form 5500 · 2022
Charles P Gore Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Oakley & Gore · Sponsored by Charles P Gore · Kentucky · Professional & Technical Services
$1M in assets, 1 participants
Charles P Gore's Oakley & Gore reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,643 in Professional & Technical Services (21,562 peers)
2022 asset change
Oakley & Gore declined sharply 18.6% in 2022 ($1M → $1M) for 1 participant.
- #4,643
- in Professional & Technical Services (21,562 peers)
- -18.6%
- assets change YoY
The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakley & Gore among the smaller filed plans by assets
Oakley & Gore vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,034,987 25th percentile higher than 25% 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
Oakley & Gore among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakley & Gore is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 610736285 · Charles P Gore PY 2022 · Money Purchase
Oakley & Gore · $1M · 1 · 25th
- IND $1M
- EOY 1
- 5500 25th
- ASSETS Money Purchase
- PCT near Shaw Dehghan Profit Sharing Plan
- EIN ind #4643
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
Oakley & Gore in the asset neighbourhood
Charles P Gore years around the 2022 move
Sponsor-wide plan assets over time
All Charles P Gore plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$237K |
| Employer EIN | 610736285 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $1.9B · 2,162
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $68M · 467
- Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
- Shadwell Farm Retirement Plan $15M · 78
Oakley & Gore's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Shaw Dehghan Profit Sharing Plan in CA ($1M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.