Money Purchase · DOL Form 5500 · 2022
Parsons Smith & Stone Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $291,342
- Avg per participant High balance/head
Official DOL plan name: Parsons Smith & Stone - Money Purchase Plan · Sponsored by Parsons Smith & Stone · Idaho · Professional & Technical Services
$2M in assets, 8 participants
Parsons Smith & Stone's Parsons Smith & Stone - Money Purchase Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #7,105 in Professional & Technical Services (21,562 peers)
Parsons Smith & Stone multi-year trail
Parsons Smith & Stone's plans moved +43.2% in assets from 2022 to 2024; this filing shows Parsons Smith & Stone - Money Purchase Plan at $2M / 8 participants.
- #7,105
- in Professional & Technical Services (21,562 peers)
- -22.3%
- assets change YoY
The plan reported a net loss of $667K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Parsons Smith & Stone - Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers
Parsons Smith & Stone - Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,330,736 36th percentile higher than 36% 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
Parsons Smith & Stone - Money Purchase Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Parsons Smith & Stone - Money Purchase Plan is a micro filing (8 participants), the leftmost band.
Published 5500 schedule card
Filing strip 820256584 · Parsons Smith & Stone PY 2022 · Money Purchase
Parsons Smith & Stone - Money Purchase Plan · $2M · 8 · 36th
- BOOK $2M
- VS-ST 8
- BOY 36th
- SCH Money Purchase
- EBSA near Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust
- PART ind #7105
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 Idaho →
Parsons Smith & Stone - Money Purchase Plan in the asset neighbourhood
Parsons Smith & Stone multi-year asset trail
Sponsor-wide plan assets over time
All Parsons Smith & Stone plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 43.153319934846486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 16 | $3M |
| 2023 | 2 | 12 | $4M |
| 2024 | 2 | 14 | $4M |
Parsons Smith & Stone filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$667K |
| Employer EIN | 820256584 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Idaho
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Terry Reilly Health Services Money Purchase Plan $14M · 328
- J.M.F. Company, Inc. Pension Plan $9M · 135
- Gem State Radiology Money Purchase Pension Plan $37K · 120
Parsons Smith & Stone - Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Idaho, the nearest Money Purchase by assets is Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in IL ($2M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.