Money Purchase · DOL Form 5500 · 2022

Cynthia Bertrand Money Purchase Plan

Data updated 2026-08-11

$764K
Total assets
1
Participants
22nd
Percentile by assets
$764,097
Avg per participant
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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.

  • 22nd percentile by assets (of 139,126 plans)
  • #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.

$764K
total plan assets (2022 EOY)
1
covered participants
22nd
percentile by assets (of 139,126 plans)
$764,097
avg assets per participant

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.

Where Hillcrest Farm Money Purchase Pension Plan sits by total 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 $2,010,000,000 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

State
Massachusetts
Industry
Agriculture, Forestry & Fishing

Cynthia Bertrand across 3 plan years on file

Across the 3 plan years Cynthia Bertrand has on file (2022-2024), sponsor-wide plan assets have moved from $764K to $1M, a gain of 44.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($764K).

Cynthia Bertrand multi-year asset trail

$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $1.11M ▲ +46.1%
Total plan assets by year, all Cynthia Bertrand plans on file
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 ($B) Participants Hillcrest Farm Money…, Total assets ($B): 0.000764097 · Participants: 1Hillcrest Farm Money…The Mitre Corporatio…, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporatio…Massachusetts Labore…, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Labore…Retirement Income Pl…, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Pl…Harvard University D…, Total assets ($B): 1.452591056 · Participants: 12417Harvard University D…Electrical Workers D…, Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers D…
Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Hillcrest Farm Money Purchase Pension Pl… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Hillcrest Farm Money Purchase Pension Plan by total assets, not by location.

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).

Next read for Hillcrest Farm Money Purchase Pension Pl…

Multi-year trail

Ways to act on Hillcrest Farm Money Purchase Pension Plan's numbers.

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.