Money Purchase · DOL Form 5500 · 2022
Frame and Reference Inc. Money Purchase Plan
Data updated 2026-08-25
- $492K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $491,646
- Avg per participant High balance/head
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.
- #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.
- #3,124
- in Professional & Technical Services (21,562 peers)
- -10.0%
- assets change YoY
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.
Leslie Wellott (K) Plan among the smaller filed plans by assets
Leslie Wellott (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$491,646 18th percentile higher than 18% 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
Leslie Wellott (K) 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. Leslie Wellott (K) Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 854384181 · Frame and Reference Inc. PY 2022 · Money Purchase
Leslie Wellott (K) Plan · $492K · 1 · 18th
- EBSA $492K
- EBSA 1
- EBSA 18th
- EBSA Money Purchase
- EBSA near Ansonics Profit Sharing Plan
- EBSA ind #3124
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 Washington →
Leslie Wellott (K) Plan in the asset neighbourhood
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.
- 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
Leslie Wellott (K) Plan's out-of-state Money Purchase peers by assets and headcount
Outside Washington, the nearest Money Purchase by assets is Ansonics Profit Sharing Plan in NM ($492K); 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 ($492K here).
- 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
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.