Money Purchase · DOL Form 5500 · 2022

Parsons Smith & Stone Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
8
Participants
36th
Percentile by assets
$291,342
Avg per participant
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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.

  • 36th percentile by assets (of 139,126 plans)
  • #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.

$2M
total plan assets (2022 EOY)
8
covered participants
36th
percentile by assets (of 139,126 plans)
$291,342
avg assets per participant

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 across 3 plan years on file

Across the 3 plan years Parsons Smith & Stone has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 43.2%, while reported participants moved from 16 to 14 (-12.5%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Parsons Smith & Stone multi-year asset trail

$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.94M $4.21M ▲ +43.2%
Total plan assets by year, all Parsons Smith & Stone plans on file
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 EIN820256584
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Idaho

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants

Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants Scatter plot of 4 data points. -1000100200300400 -5051015 Total assets ($M) Participants Parsons Smith & Ston…Terry Reilly Health …J.M.F. Company, Inc.…Gem State Radiology …
Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Parsons Smith & Stone - Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Parsons Smith & Stone - Money Purchase Plan assets move in 2022?
Parsons Smith & Stone - Money Purchase Plan declined sharply - down 22.3% during 2022, from $3M to $2M. Reported net income was -$667K.
How have Parsons Smith & Stone plan assets changed over time?
Across 3 plan years on file (2022-2024), Parsons Smith & Stone's sponsor-wide assets grew 43.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Parsons Smith & Stone - Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust in IL ($2M, 1 participant).

Next read for Parsons Smith & Stone - Money Purchase P…

Multi-year trail

Ways to act on Parsons Smith & Stone - Money Purchase Plan's numbers.