Money Purchase · DOL Form 5500 · 2022
Mark a Barone Money Purchase Plan
Data updated 2026-08-25
- $393K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $393,207
- Avg per participant High balance/head
Official DOL plan name: Mark a. Barone Money Purchase Plan · Sponsored by Mark a Barone · New York · Professional & Technical Services
$393K in assets, 1 participants
Mark a Barone's Mark a. Barone Money Purchase Plan reported $393K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #2,770 in Professional & Technical Services (21,562 peers)
Mark a Barone multi-year trail
Mark a Barone's plans moved +20.7% in assets from 2022 to 2024; this filing shows Mark a. Barone Money Purchase Plan at $393K / 1 participant.
- #2,770
- in Professional & Technical Services (21,562 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mark a. Barone Money Purchase Plan among the smaller filed plans by assets
Mark a. Barone Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$393,207 16th percentile higher than 16% 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
Mark a. Barone Money Purchase Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark a. Barone Money Purchase Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 133296099 · Mark a Barone PY 2022 · Money Purchase
Mark a. Barone Money Purchase Plan · $393K · 1 · 16th
- NET $393K
- NET 1
- NET 16th
- NET Money Purchase
- NET near Mcnabb Grain Company Defined Contribution Pension
- NET ind #2770
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 York →
Mark a. Barone Money Purchase Plan in the asset neighbourhood
Mark a Barone multi-year asset trail
Sponsor-wide plan assets over time
All Mark a Barone plans reported in each filing year
- Latest sponsor-wide plan assets
- $695K 20.673230534139055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $576K |
| 2023 | 2 | 2 | $606K |
| 2024 | 2 | 2 | $695K |
Mark a Barone filing trail (2022)
| Total Assets (Beginning of Year) | $440K |
|---|---|
| Net Assets (End of Year) | $393K |
| Net Income | -$47K |
| Employer EIN | 133296099 |
| Plan Effective Date | 1987-10-02 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Mark a. Barone Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Mcnabb Grain Company Defined Contribution Pension in IL ($394K); 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 ($393K 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.