Money Purchase · DOL Form 5500 · 2022

James L. Stan Attorney-Cpa Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$939,426
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James L. Stan Attorney-Cpa Money Purchase Plan and Trust · Sponsored by James L. Stan Attorney-Cpa · Indiana · Professional & Technical Services

$2M in assets, 2 participants

James L. Stan Attorney-Cpa's James L. Stan Attorney-Cpa Money Purchase Plan and Trust reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,337 in Professional & Technical Services (21,562 peers)

James L. Stan Attorney-Cpa multi-year trail

James L. Stan Attorney-Cpa's plans moved +92.1% in assets from 2022 to 2024; this filing shows James L. Stan Attorney-Cpa Money Purchase Plan and Trust at $2M / 2 participants.

#6,337
in Professional & Technical Services (21,562 peers)
-33.6%
assets change YoY

The plan reported a net loss of $950K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James L. Stan Attorney-Cpa Money Purchase Plan and Trust among the smaller filed plans by assets

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs every filed plan by assets

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

$1,878,852 33rd percentile higher than 33% 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

James L. Stan Attorney-Cpa 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. James L. Stan Attorney-Cpa Money Purchase Plan and Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 351660941 · James L. Stan Attorney-Cpa PY 2022 · Money Purchase

James L. Stan Attorney-Cpa Money Purchase Plan and Trust · $2M · 2 · 33rd

  • BOOK $2M
  • BOOK 2
  • BOOK 33rd
  • BOOK Money Purchase
  • BOOK near Daniel T Williams Money Purchase Plan
  • BOOK ind #6337

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 Indiana →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust in the asset neighbourhood

Michael P Logue Dmd PA Employees Profit Sharing PlanMichael P Logue Dmd PA Emplo…$2MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$2MDaniel T Williams Money Purchase PlanDaniel T Williams Money Purc…$2MRichard B. Evans, M.D. Money Purchase & Keogh PlanRichard B. Evans, M.D. Money…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2M
End-of-year total assets ($M) among James L. Stan Attorney-Cpa Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

James L. Stan Attorney-Cpa multi-year asset trail

Sponsor-wide plan assets over time

All James L. Stan Attorney-Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$10M 92.10166957710412% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.95M $9.52M ▲ +92.3%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $8M
2024 2 4 $10M

James L. Stan Attorney-Cpa filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$950K
Employer EIN351660941
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Indiana

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

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400 Total assets ($M) Participants James L. Stan Attorney-Cpa Money Purchase Plan and Trust, Total assets ($M): 1.878852 · Participants: 2James L. Stan Attorney-Cpa Money Purchase Plan and TrustIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare James L. Stan Attorney-Cpa Money Purchase Plan and Trust side-by-side with 3 peers →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Daniel T Williams Money Purchase Plan in NY ($2M); 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 James L. Stan Attorney-Cpa Money Purchase Plan and Trust assets move in 2022? ▼
James L. Stan Attorney-Cpa Money Purchase Plan and Trust contracted severely - down 33.6% during 2022, from $3M to $2M. Reported net income was -$950K.
How have James L. Stan Attorney-Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James L. Stan Attorney-Cpa's sponsor-wide assets grew 92.1%, from $5M to $10M.
Which Money Purchase plans are similar in size to James L. Stan Attorney-Cpa Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Daniel T Williams Money Purchase Plan in NY ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to James L. Stan Attorney-Cpa 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 351660941.

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.