Money Purchase · DOL Form 5500 · 2022

Surendra S. Chawla, Md Money Purchase Plan

Data updated 2026-08-11

$776K
Total assets
1
Participants
22nd
Percentile by assets
$775,848
Avg per participant
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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.

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

$776K
total plan assets (2022 EOY)
1
covered participants
22nd
percentile by assets (of 139,126 plans)
$775,848
avg assets per participant

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.

Where Surendra S. Chawla Profit Sharing Plan sits by total 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 $2,010,000,000 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
Healthcare & Social Assistance

Money Purchase filing for Surendra S. Chawla Profit Sharing Plan

Money Purchase filing for plan year 2022: EIN 042829446 ; effective since 1986-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$-0.5M$0M$0.5M$1M 202220232024 $0.78M $0M ▼ -100.0%
Total plan assets by year, all Surendra S. Chawla, Md plans on file
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 ($B) Participants Surendra S. Chawla P…, Total assets ($B): 0.000775848 · Participants: 1Surendra S. Chawla P…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…
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 →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Surendra S. Chawla Profit Sharing Plan by total assets, not by location.

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).

Next read for Surendra S. Chawla Profit Sharing Plan

Filing takeaways

Ways to act on Surendra S. Chawla Profit Sharing Plan's numbers.

  • By total assets, Surendra S. Chawla Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans

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.