Money Purchase · DOL Form 5500 · 2022
J.a. Besser & Company, LLC Money Purchase Plan
Data updated 2026-08-11
- $200K
- Total assets
- 2
- Participants
- 10th
- Percentile by assets
- $100,084
- Avg per participant
Official DOL plan name: Joseph a Besser Cpa Basic · Sponsored by J.a. Besser & Company, LLC · New Jersey · Professional & Technical Services
$200K in assets, 2 participants
J.a. Besser & Company, LLC's Joseph a Besser Cpa Basic reported $200K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 139,126 plans)
- #1,890 in Professional & Technical Services (21,562 peers)
2022 asset change
Joseph a Besser Cpa Basic pulled back noticeably 13.5% in 2022 ($231K → $200K) for 2 participants.
- $200K
- total plan assets (2022 EOY)
- 2
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $100,084
- avg assets per participant
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Joseph a Besser Cpa Basic sits by total assets
Joseph a Besser Cpa Basic vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$200,167 10th percentile higher than 10% 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
2022 asset move for Joseph a Besser Cpa Basic
Year over year, total assets pulled back noticeably from $231K at the start of 2022 to $200K at year-end (down 13.5%). Net assets closed at $200K; reported net income -$31K.
J.a. Besser & Company, LLC years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $200K |
| 2023 | 1 | 2 | $200K |
| 2024 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $231K |
|---|---|
| Net Assets (End of Year) | $200K |
| Net Income | -$31K |
| Employer EIN | 223169942 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Joseph a Besser Cpa Basic by total assets, not by location.
- Edward a. Gomez Torres Retirement Plan (PR) $198K · 12
- Dra. Ivette Rosario Robles Retirement Plan (FL) $196K · 2
- Hector a. Correa Colon Retirement Plan (PR) $204K · 2
- Correa Medical Group Retirement Plan (PR) $204K · 2
Frequently Asked Questions
How did Joseph a Besser Cpa Basic assets move in 2022? ▼
Where does Joseph a Besser Cpa Basic rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Joseph a Besser Cpa Basic? ▼
Next read for Joseph a Besser Cpa Basic
2022 change
Ways to act on Joseph a Besser Cpa Basic's numbers.
- By total assets, Joseph a Besser Cpa Basic 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 New Jersey. Compare plans