Money Purchase · DOL Form 5500 · 2022
James P Adcox Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 26th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 26th percentile by assets (of 139,126 plans)
- #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.
- $1M
- total plan assets (2022 EOY)
- 1
- covered participants
- 26th
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
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.
Where James P Adcox sits by total 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
2022 asset move for James P Adcox
Year over year, total assets declined sharply from $1M at the start of 2022 to $1M at year-end (down 17.4%). Net assets closed at $1M; reported net income -$235K.
James P Adcox years around the 2022 move
| 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.
James P Adcox vs. nearby Money Purchase plans in Texas, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to James P Adcox by total assets, not by location.
Frequently Asked Questions
How did James P Adcox assets move in 2022? ▼
Which Money Purchase plans are similar in size to James P Adcox? ▼
Next read for James P Adcox
2022 change
Ways to act on James P Adcox's numbers.
- By total assets, James P Adcox ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans