Money Purchase · DOL Form 5500 · 2022
James P Adcox Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: James P Adcox · Sponsored by James P Adcox · Texas · Retail Trade
$1M in assets, 1 participants
James P Adcox's James P Adcox reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #3,436 in Retail Trade (9,519 peers)
2022 asset change
James P Adcox declined sharply 17.4% in 2022 ($1M → $1M) for 1 participant.
- #3,436
- in Retail Trade (9,519 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James P Adcox among the smaller filed plans by assets
James P Adcox vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,116,089 26th percentile higher than 26% 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
James P Adcox among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James P Adcox is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 751996086 · James P Adcox PY 2022 · Money Purchase
James P Adcox · $1M · 1 · 26th
- PHOTO $1M
- IND 1
- EOY 26th
- 5500 Money Purchase
- ASSETS near Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan
- PCT ind #3436
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 Retail Trade retirement plans → · Plans in Texas →
James P Adcox in the asset neighbourhood
James P Adcox years around the 2022 move
Sponsor-wide plan assets over time
All James P Adcox plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 10 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$235K |
| Employer EIN | 751996086 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $957M · N/A
- Alcon Retirement Plan $846M · 9,281
- William Marsh Rice University Defined Contribution Retirement Plan $718M · 6,837
- Apache Corporation Money Purchase Retirement Plan $211M · 1,394
- Greater Texas IBEW NECA Annuity Plan $137M · 3,298
James P Adcox's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in CO ($1M); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.