Money Purchase · DOL Form 5500 · 2022
J.a. Besser & Company, LLC Money Purchase Plan
Data updated 2026-08-25
- $200K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $100,084
- Avg per participant Below avg balance/head
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.
- #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.
- #1,890
- in Professional & Technical Services (21,562 peers)
- -13.5%
- assets change YoY
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.
Joseph a Besser Cpa Basic among the smaller filed plans by 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
Joseph a Besser Cpa Basic among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph a Besser Cpa Basic is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 223169942 · J.a. Besser & Company, LLC PY 2022 · Money Purchase
Joseph a Besser Cpa Basic · $200K · 2 · 10th
- VS-ST $200K
- BOY 2
- SCH 10th
- EBSA Money Purchase
- PART near Edward a. Gomez Torres Retirement Plan
- TYPE ind #1890
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 New Jersey →
Joseph a Besser Cpa Basic in the asset neighbourhood
J.a. Besser & Company, LLC years around the 2022 move
Sponsor-wide plan assets over time
All J.a. Besser & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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
Joseph a Besser Cpa Basic's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Edward a. Gomez Torres Retirement Plan in PR ($198K); 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 ($200K here).
- Edward a. Gomez Torres Retirement Plan (PR) $198K · 12
- Dra. Ivette Rosario Robles Retirement Plan (FL) $196K · 2
- Correa Medical Group Retirement Plan (PR) $204K · 2
- Hector a. Correa Colon Retirement Plan (PR) $204K · 2
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.