Money Purchase · DOL Form 5500 · 2022
John Appell Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 26th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: John Appell Pension Trust · Sponsored by John Appell · New York · Professional & Technical Services
$1M in assets, 1 participants
John Appell's John Appell Pension Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- 26th percentile by assets (of 139,126 plans)
- #4,850 in Professional & Technical Services (21,562 peers)
John Appell multi-year trail
John Appell's plans moved +100.6% in assets from 2022 to 2024; this filing shows John Appell Pension Trust at $1M / 1 participant.
- $1M
- total plan assets (2022 EOY)
- 1
- covered participants
- 26th
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
Where John Appell Pension Trust sits by total assets
John Appell Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,126,892 26th percentile higher than 26% 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
John Appell across 3 plan years on file
Across the 3 plan years John Appell has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 100.6%, while reported participants moved from 1 to 2 (+100.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).
John Appell multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
John Appell filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $11K |
| Employer EIN | 112986315 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
John Appell Pension Trust vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to John Appell Pension Trust by total assets, not by location.
Frequently Asked Questions
How did John Appell Pension Trust assets move in 2022? ▼
How have John Appell plan assets changed over time? ▼
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Next read for John Appell Pension Trust
Multi-year trail
Ways to act on John Appell Pension Trust's numbers.
- By total assets, John Appell Pension Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- John Appell's sponsor-wide assets have grown 100.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans