Money Purchase · DOL Form 5500 · 2022
Basso & Company Inc Money Purchase Plan
Data updated 2026-08-25
- $676K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $337,908
- Avg per participant High balance/head
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.
- #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.
- #3,659
- in Other Services (8,398 peers)
- -18.2%
- assets change YoY
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.
Basso & Company Inc Money Purchase Plan & Trust among the smaller filed plans by assets
Basso & Company Inc Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$675,816 21st percentile higher than 21% 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
Basso & Company Inc Money Purchase Plan & 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. Basso & Company Inc Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 362908917 · Basso & Company Inc PY 2022 · Money Purchase
Basso & Company Inc Money Purchase Plan & Trust · $676K · 2 · 21st
- BOOK $676K
- VS-ST 2
- BOY 21st
- SCH Money Purchase
- EBSA near Minnesota Trading Corporation Money Purchase Pension Plan and Trust
- PART ind #3659
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 Other Services retirement plans → · Plans in Illinois →
Basso & Company Inc Money Purchase Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Basso & Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $926K 36.97796441635001% vs 2022
- 2024 filing year
| 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.
- 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
Basso & Company Inc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Minnesota Trading Corporation Money Purchase Pension Plan and Trust in MN ($677K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($676K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.