Money Purchase · DOL Form 5500 · 2022

Cynthia Bertrand Money Purchase Plan

Data updated 2026-08-25

$764K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$764,097
Avg per participant High balance/head
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Official DOL plan name: Hillcrest Farm Money Purchase Pension Plan · Sponsored by Cynthia Bertrand · Massachusetts · Agriculture, Forestry & Fishing

$764K in assets, 1 participants

Cynthia Bertrand's Hillcrest Farm Money Purchase Pension Plan reported $764K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #317 in Agriculture, Forestry & Fishing (1,523 peers)

Cynthia Bertrand multi-year trail

Cynthia Bertrand's plans moved +44.6% in assets from 2022 to 2024; this filing shows Hillcrest Farm Money Purchase Pension Plan at $764K / 1 participant.

#317
in Agriculture, Forestry & Fishing (1,523 peers)
-20.9%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hillcrest Farm Money Purchase Pension Plan among the smaller filed plans by assets

Hillcrest Farm Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$764,097 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hillcrest Farm Money Purchase Pension 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. Hillcrest Farm Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 261597558 · Cynthia Bertrand PY 2022 · Money Purchase

Hillcrest Farm Money Purchase Pension Plan · $764K · 1 · 22nd

  • TYPE $764K
  • TYPE 1
  • TYPE 22nd
  • TYPE Money Purchase
  • TYPE near Vincent J Finocchio Jr PC Profit Sharing Plan & Tr
  • TYPE ind #317

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →

Hillcrest Farm Money Purchase Pension Plan in the asset neighbourhood

Lewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$772KHillcrest Farm Money Purchase Pension PlanHillcrest Farm Money Purchas…$764KVincent J Finocchio Jr PC Profit Sharing Plan & TrVincent J Finocchio Jr PC Pr…$763KAsian Creative Profit Sharing Plan and TrustAsian Creative Profit Sharin…$757KGlobetech Computing, Inc. Pension PlanGlobetech Computing, Inc. Pe…$756K
End-of-year total assets ($M) among Hillcrest Farm Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Cynthia Bertrand multi-year asset trail

Sponsor-wide plan assets over time

All Cynthia Bertrand plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.64472442634901% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $1.11M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 1 $764K
2023 1 1 $945K
2024 1 1 $1M

Cynthia Bertrand filing trail (2022)

Total Assets (Beginning of Year)$965K
Net Assets (End of Year)$764K
Net Income-$201K
Employer EIN261597558
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Hillcrest Farm Money Purchase Pension Plan, Total assets ($B): 0.000764097 · Participants: 1Hillcrest Farm Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Hillcrest Farm Money Purchase Pension Plan side-by-side with 3 peers →

Hillcrest Farm Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($763K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Hillcrest Farm Money Purchase Pension Plan assets move in 2022? ▼
Hillcrest Farm Money Purchase Pension Plan declined sharply - down 20.9% during 2022, from $965K to $764K. Reported net income was -$201K.
How have Cynthia Bertrand plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cynthia Bertrand's sponsor-wide assets grew 44.6%, from $764K to $1M.
Where does Hillcrest Farm Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Hillcrest Farm Money Purchase Pension Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Hillcrest Farm Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($763K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Hillcrest Farm Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261597558.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.