Money Purchase · DOL Form 5500 · 2022

Robert E Black Money Purchase Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$34,452
Avg per participant Low balance/head
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Official DOL plan name: Robert E Black Money Purchase Plan · Sponsored by Robert E Black · Colorado · Professional & Technical Services

$138K in assets, 4 participants

Robert E Black's Robert E Black Money Purchase Plan reported $138K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,470 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Robert E Black Money Purchase Plan holds $138K for 4 participants - about $34,452 per participant, among the smaller plans by assets on file.

#1,470
in Professional & Technical Services (21,562 peers)
-5.0%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert E Black Money Purchase Plan among the smaller filed plans by assets

Robert E Black Money Purchase Plan vs every filed plan by assets

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

$137,806 8th percentile higher than 8% 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

Robert E Black Money Purchase 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. Robert E Black Money Purchase Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 870475672 · Robert E Black PY 2022 · Money Purchase

Robert E Black Money Purchase Plan · $138K · 4 · 8th

  • IND $138K
  • IND 4
  • IND 8th
  • IND Money Purchase
  • IND near Pan American Development Foundation Pension Plan
  • IND ind #1470

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Robert E Black Money Purchase Plan in the asset neighbourhood

Robert E Black Money Purchase PlanRobert E Black Money Purchas…$138KPan American Development Foundation Pension PlanPan American Development Fou…$137KDelta Pilots Defined Contribution PlanDelta Pilots Defined Contrib…$137KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$137KDr Martha Ann Flowers Md Basic PlanDr Martha Ann Flowers Md Bas…$136K
End-of-year total assets ($M) among Robert E Black Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$145K
Net Assets (End of Year)$138K
Net Income-$7K
Employer EIN870475672
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert E Black)

Sponsor-wide plan assets over time

All Robert E Black plans reported in each filing year

Latest sponsor-wide plan assets
$136K 1.167583414365122% vs 2022
2024 filing year
$0.14M 202220232024 $0.14M $0.14M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $138K
2023 1 4 $137K
2024 1 4 $136K

Nearby Money Purchase Plans in Colorado

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

Robert E Black Money Purchase Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -200204060 Total assets ($M) Participants Robert E Black Money Purchase Plan, Total assets ($M): 0.137806 · Participants: 4Robert E Black Money Purchase PlanValley View Hospital Money Purchase Plan, Total assets ($M): 45.638273 · Participants: 1198Valley View Hospital Money Purchase PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 17.878933 · Participants: 90Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 17.172693 · Participants: 38American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 14.104486 · Participants: 574San Luis Valley Health Money Purchase PlanColorado Symphony Orchestra Money Purchase Pension Plan, Total assets ($M): 11.688411 · Participants: 80Colorado Symphony Orchestra Money Purchase Pension Plan
Robert E Black Money Purchase Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Robert E Black Money Purchase Plan side-by-side with 3 peers →

Robert E Black Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Pan American Development Foundation Pension Plan in DC ($137K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Robert E Black Money Purchase Plan assets move in 2022? ▼
Robert E Black Money Purchase Plan edged down modestly - down 5.0% during 2022, from $145K to $138K. Reported net income was -$7K.
How have Robert E Black plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert E Black's sponsor-wide assets declined 1.2%, from $138K to $136K.
Where does Robert E Black Money Purchase Plan rank by assets among Form 5500 filers? ▼
Robert E Black Money Purchase Plan ranks in the 8th 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 Robert E Black Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pan American Development Foundation Pension Plan in DC ($137K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Robert E Black Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 870475672.

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.