Money Purchase · DOL Form 5500 · 2022

Surendra S. Chawla, Md Money Purchase Plan

Data updated 2026-08-25

$776K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$775,848
Avg per participant High balance/head
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Official DOL plan name: Surendra S. Chawla Profit Sharing Plan · Sponsored by Surendra S. Chawla, Md · Massachusetts · Healthcare & Social Assistance

$776K in assets, 1 participants

Surendra S. Chawla, Md's Surendra S. Chawla Profit Sharing Plan reported $776K 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.

  • #3,799 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Surendra S. Chawla Profit Sharing Plan holds $776K for 1 participant - about $775,848 per participant, among the smaller plans by assets on file.

#3,799
in Healthcare & Social Assistance (20,060 peers)
-3.7%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Surendra S. Chawla Profit Sharing Plan among the smaller filed plans by assets

Surendra S. Chawla Profit Sharing Plan vs every filed plan by assets

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

$775,848 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

Surendra S. Chawla Profit Sharing 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. Surendra S. Chawla Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 042829446 · Surendra S. Chawla, Md PY 2022 · Money Purchase

Surendra S. Chawla Profit Sharing Plan · $776K · 1 · 22nd

  • BOOK $776K
  • BOOK 1
  • BOOK 22nd
  • BOOK Money Purchase
  • BOOK near Rexach & Pico, C.S.P. Retirement Plan
  • BOOK ind #3799

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Surendra S. Chawla Profit Sharing Plan in the asset neighbourhood

Surendra S. Chawla Profit Sharing PlanSurendra S. Chawla Profit Sh…$776KRexach & Pico, C.S.P. Retirement PlanRexach & Pico, C.S.P. Retire…$774KJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$774KHerskovitz & Wynn Profit Sharing PlanHerskovitz & Wynn Profit Sha…$773KLewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$772K
End-of-year total assets ($M) among Surendra S. Chawla Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$805K
Net Assets (End of Year)$776K
Net Income-$29K
Employer EIN042829446
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Surendra S. Chawla, Md)

Sponsor-wide plan assets over time

All Surendra S. Chawla, Md plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.78M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $776K
2023 1 1 $452K
2024 1 1 N/A

Nearby Money Purchase Plans in Massachusetts

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

Surendra S. Chawla Profit Sharing 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 ($B) Participants Surendra S. Chawla Profit Sharing Plan, Total assets ($B): 0.000775848 · Participants: 1Surendra S. Chawla Profit Sharing 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.
Surendra S. Chawla Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Surendra S. Chawla Profit Sharing Plan side-by-side with 3 peers →

Surendra S. Chawla Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Rexach & Pico, C.S.P. Retirement Plan in PR ($774K); 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 Surendra S. Chawla Profit Sharing Plan assets move in 2022? ▼
Surendra S. Chawla Profit Sharing Plan edged down modestly - down 3.7% during 2022, from $805K to $776K. Reported net income was -$29K.
Where does Surendra S. Chawla Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Surendra S. Chawla Profit Sharing 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 Surendra S. Chawla Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rexach & Pico, C.S.P. Retirement Plan in PR ($774K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Surendra S. Chawla Profit Sharing 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 042829446.

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.