Money Purchase · DOL Form 5500 · 2022
Frame and Reference Inc. Money Purchase Plan
Data updated 2026-08-11
- $492K
- Total assets
- 1
- Participants
- 18th
- Percentile by assets
- $491,646
- Avg per participant
Official DOL plan name: Leslie Wellott (K) Plan · Sponsored by Frame and Reference Inc. · Washington · Professional & Technical Services
$492K in assets, 1 participants
Frame and Reference Inc.'s Leslie Wellott (K) Plan reported $492K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- 18th percentile by assets (of 139,126 plans)
- #3,124 in Professional & Technical Services (21,562 peers)
2022 asset change
Leslie Wellott (K) Plan pulled back noticeably 10.0% in 2022 ($546K → $492K) for 1 participant.
- $492K
- total plan assets (2022 EOY)
- 1
- covered participants
- 18th
- percentile by assets (of 139,126 plans)
- $491,646
- avg assets per participant
The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Leslie Wellott (K) Plan
Year over year, total assets pulled back noticeably from $546K at the start of 2022 to $492K at year-end (down 10.0%). Net assets closed at $492K; reported net income -$55K.
2022 asset-move particulars
| Total Assets (Beginning of Year) | $546K |
|---|---|
| Net Assets (End of Year) | $492K |
| Net Income | -$55K |
| Employer EIN | 854384181 |
| Plan Effective Date | 2020-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Washington
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Leslie Wellott (K) Plan vs. nearby Money Purchase plans in Washington, assets vs. participants
- Pacific Coast Benefits Trust Fund $731M · 59,247
- Virginia Mason Medical Center Retirement Plan $481M · 5,662
- The Association of University Physicians Pension Plan $371M · 2,585
- 112/73 Retirement Plan NECA-IBEW $349M · 5,681
- Carrix, Inc. Retirement Plan $303M · 1,464
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Leslie Wellott (K) Plan by total assets, not by location.
- Ansonics Profit Sharing Plan (NM) $492K · 3
- Jjms Retirement Plan (PR) $488K · 4
- Mlpfs Cust Fpo Moe Vokshoor Dds Basic (NY) $495K · 4
- Critical Sleep & Pulmonary Solutions Retirement Plan (PR) $488K · 1
Frequently Asked Questions
How did Leslie Wellott (K) Plan assets move in 2022? ▼
Where does Leslie Wellott (K) Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Leslie Wellott (K) Plan? ▼
Next read for Leslie Wellott (K) Plan
2022 change
Ways to act on Leslie Wellott (K) Plan's numbers.
- By total assets, Leslie Wellott (K) Plan 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 Washington. Compare plans