Money Purchase · DOL Form 5500 · 2022
Basso & Company Inc Money Purchase Plan
Data updated 2026-08-11
- $676K
- Total assets
- 2
- Participants
- 21st
- Percentile by assets
- $337,908
- Avg per participant
Official DOL plan name: Basso & Company Inc Money Purchase Plan & Trust · Sponsored by Basso & Company Inc · Illinois · Other Services
$676K in assets, 2 participants
Basso & Company Inc's Basso & Company Inc Money Purchase Plan & Trust reported $676K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- 21st percentile by assets (of 139,126 plans)
- #3,659 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Basso & Company Inc Money Purchase Plan & Trust ranks #3,659 of 8,398 2022 filers by assets (2970% of the sector average)-$676K for 2 participants.
- $676K
- total plan assets (2022 EOY)
- 2
- covered participants
- 21st
- percentile by assets (of 139,126 plans)
- $337,908
- avg assets per participant
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rank #3,659 in Other Services
Among 8,398 Other Services plans that filed a Form 5500 for plan year 2022, Basso & Company Inc Money Purchase Plan & Trust ranks #3,659 by end-of-year assets - about 2970% of the sector average of $20M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.
Other Services filing particulars
| Total Assets (Beginning of Year) | $826K |
|---|---|
| Net Assets (End of Year) | $676K |
| Net Income | -$150K |
| Employer EIN | 362908917 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Basso & Company Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $676K |
| 2023 | 1 | 2 | $769K |
| 2024 | 1 | 2 | $926K |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Basso & Company Inc Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Basso & Company Inc Money Purchase Plan & Trust by total assets, not by location.
Frequently Asked Questions
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Next read for Basso & Company Inc Money Purchase Plan …
Filing takeaways
Ways to act on Basso & Company Inc Money Purchase Plan & Trust's numbers.
- By total assets, Basso & Company Inc Money Purchase Plan & Trust 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 Illinois. Compare plans
- Basso & Company Inc's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Other Services plans