Money Purchase · DOL Form 5500 · 2022

Raj Subnani, Md Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$570,499
Avg per participant High balance/head
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Official DOL plan name: Raj Subnani Shearson as Keogh Mp Custodian · Sponsored by Raj Subnani, Md · Texas · Healthcare & Social Assistance

$3M in assets, 5 participants

Raj Subnani, Md's Raj Subnani Shearson as Keogh Mp Custodian reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,575 in Healthcare & Social Assistance (20,060 peers)

Raj Subnani, Md multi-year trail

Raj Subnani, Md's plans moved +39.0% in assets from 2022 to 2024; this filing shows Raj Subnani Shearson as Keogh Mp Custodian at $3M / 5 participants.

#8,575
in Healthcare & Social Assistance (20,060 peers)
-11.8%
assets change YoY

The plan reported a net loss of $381K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raj Subnani Shearson as Keogh Mp Custodian's mid-pack asset rank among Healthcare & Social Assistance and all filers

Raj Subnani Shearson as Keogh Mp Custodian vs every filed plan by assets

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

$2,852,497 40th percentile higher than 40% 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

Raj Subnani Shearson as Keogh Mp Custodian among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raj Subnani Shearson as Keogh Mp Custodian is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 640715818 · Raj Subnani, Md PY 2022 · Money Purchase

Raj Subnani Shearson as Keogh Mp Custodian · $3M · 5 · 40th

  • EIN $3M
  • EIN 5
  • EIN 40th
  • EIN Money Purchase
  • EIN near Legal Aid Society of Orange County Inc. Money Purchase Plan
  • EIN ind #8575

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 Texas →

Raj Subnani Shearson as Keogh Mp Custodian in the asset neighbourhood

Hj Kornfeld Profit Sharing Plan and TrustHj Kornfeld Profit Sharing P…$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MLegal Aid Society of Orange County Inc. Money Purchase PlanLegal Aid Society of Orange …$3MEvans & Son, Inc. Frozen Money Purchase PlanEvans & Son, Inc. Frozen Mon…$3MThe Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3M
End-of-year total assets ($M) among Raj Subnani Shearson as Keogh Mp Custodian and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Raj Subnani, Md multi-year asset trail

Sponsor-wide plan assets over time

All Raj Subnani, Md plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.011609828161085% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.85M $3.97M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 4 $3M
2024 1 4 $4M

Raj Subnani, Md filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$381K
Employer EIN640715818
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

Raj Subnani Shearson as Keogh Mp Custodian vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Raj Subnani Shearson as Keogh Mp Custodian, Total assets ($M): 2.852497 · Participants: 5Raj Subnani Shearson as Keogh Mp CustodianOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
Raj Subnani Shearson as Keogh Mp Custodian vs. nearby Money Purchase plans in Texas, assets vs. participants

Raj Subnani Shearson as Keogh Mp Custodian's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Legal Aid Society of Orange County Inc. Money Purchase Plan in NY ($3M); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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 Raj Subnani Shearson as Keogh Mp Custodian assets move in 2022? ▼
Raj Subnani Shearson as Keogh Mp Custodian pulled back noticeably - down 11.8% during 2022, from $3M to $3M. Reported net income was -$381K.
How have Raj Subnani, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raj Subnani, Md's sponsor-wide assets grew 39.0%, from $3M to $4M.
Which Money Purchase plans are similar in size to Raj Subnani Shearson as Keogh Mp Custodian? ▼
Among Money Purchase plans in other states, the closest by assets is Legal Aid Society of Orange County Inc. Money Purchase Plan in NY ($3M, 27 participants).
Which Money Purchase plans cover a similar participant headcount to Raj Subnani Shearson as Keogh Mp Custodian? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc. Mp in LA (5 participants, $2M in assets).