Money Purchase · DOL Form 5500 · 2022

Frederic J Rossi Esq Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$506,625
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust · Sponsored by Frederic J Rossi Esq · New Jersey · Professional & Technical Services

$1M in assets, 2 participants

Frederic J Rossi Esq's Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust reported $1M in total assets and 2 participants 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.

  • #4,599 in Professional & Technical Services (21,562 peers)

2022 asset change

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust declined sharply 22.6% in 2022 ($1M → $1M) for 2 participants.

#4,599
in Professional & Technical Services (21,562 peers)
-22.6%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust among the smaller filed plans by assets

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust vs every filed plan by assets

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

$1,013,249 25th percentile higher than 25% 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

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and 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. Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 222398478 · Frederic J Rossi Esq PY 2022 · Money Purchase

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust · $1M · 2 · 25th

  • PART $1M
  • TYPE 2
  • NET 25th
  • BOOK Money Purchase
  • VS-ST near IRA Fbo Mohammed Ejaz Qureshi
  • BOY ind #4599

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 New Jersey →

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust in the asset neighbourhood

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and TrustFrederic J Rossi Columbia Ba…$1MIRA Fbo Mohammed Ejaz Qureshi$1MRetirement Plan of Alison M. Byers Separate Trust No. 1Retirement Plan of Alison M.…$1MRetirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1Retirement Plan of W. Russel…$1MThe Dayton Hydraulic Money Purchase PlanThe Dayton Hydraulic Money P…$1M
End-of-year total assets ($M) among Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$296K
Employer EIN222398478
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

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

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust, Total assets ($M): 1.013249 · Participants: 2Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and TrustLocal 68 Engineers Union Annuity Plan, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 524.999965 · Participants: 3282Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitters Local 9 Surety Plan
Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust side-by-side with 3 peers →

Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($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 Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust assets move in 2022? ▼
Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust declined sharply - down 22.6% during 2022, from $1M to $1M. Reported net income was -$296K.
Where does Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust rank by assets among Form 5500 filers? ▼
Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Frederic J Rossi Columbia Bank Prototype Money Purchase Plan and 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 222398478.

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.