Money Purchase · DOL Form 5500 · 2022

Dae Sik Rho Md Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$368,029
Avg per participant High balance/head
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Official DOL plan name: Dae Sik Rho, Md Self-Employed Retirement Plan · Sponsored by Dae Sik Rho Md · New York · Healthcare & Social Assistance

$1M in assets, 3 participants

Dae Sik Rho Md's Dae Sik Rho, Md Self-Employed Retirement Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,743 in Healthcare & Social Assistance (20,060 peers)

Dae Sik Rho Md multi-year trail

Dae Sik Rho Md's plans moved -15.6% in assets from 2022 to 2024; this filing shows Dae Sik Rho, Md Self-Employed Retirement Plan at $1M / 3 participants.

#4,743
in Healthcare & Social Assistance (20,060 peers)
-2.3%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dae Sik Rho, Md Self-Employed Retirement Plan among the smaller filed plans by assets

Dae Sik Rho, Md Self-Employed Retirement Plan vs every filed plan by assets

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

$1,104,087 26th percentile higher than 26% 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

Dae Sik Rho, Md Self-Employed Retirement 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. Dae Sik Rho, Md Self-Employed Retirement Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133846850 · Dae Sik Rho Md PY 2022 · Money Purchase

Dae Sik Rho, Md Self-Employed Retirement Plan · $1M · 3 · 26th

  • VS-ST $1M
  • VS-ST 3
  • VS-ST 26th
  • VS-ST Money Purchase
  • VS-ST near Jerome Antony Money Purchase Plan
  • VS-ST ind #4743

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 New York →

Dae Sik Rho, Md Self-Employed Retirement Plan in the asset neighbourhood

James P Adcox$1MAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1MDae Sik Rho, Md Self-Employed Retirement PlanDae Sik Rho, Md Self-Employe…$1MJerome Antony Money Purchase PlanJerome Antony Money Purchase…$1MSt Charles Mesa Water District Money Purchase Plan and TrustSt Charles Mesa Water Distri…$1M
End-of-year total assets ($M) among Dae Sik Rho, Md Self-Employed Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Dae Sik Rho Md multi-year asset trail

Sponsor-wide plan assets over time

All Dae Sik Rho Md plans reported in each filing year

Latest sponsor-wide plan assets
$932K 15.61597953784439% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $1.1M $0.93M ▼ -15.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $932K

Dae Sik Rho Md filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$26K
Employer EIN133846850
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Dae Sik Rho, Md Self-Employed Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Dae Sik Rho, Md Self-Employed Retirement Plan, Total assets ($B): 0.001104087 · Participants: 3Dae Sik Rho, Md Self-Employed Retirement PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Dae Sik Rho, Md Self-Employed Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Dae Sik Rho, Md Self-Employed Retirement Plan side-by-side with 3 peers →

Dae Sik Rho, Md Self-Employed Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Jerome Antony Money Purchase Plan in IL ($1M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Dae Sik Rho, Md Self-Employed Retirement Plan assets move in 2022? ▼
Dae Sik Rho, Md Self-Employed Retirement Plan edged down modestly - down 2.3% during 2022, from $1M to $1M. Reported net income was -$26K.
How have Dae Sik Rho Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dae Sik Rho Md's sponsor-wide assets declined 15.6%, from $1M to $932K.
Which Money Purchase plans are similar in size to Dae Sik Rho, Md Self-Employed Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jerome Antony Money Purchase Plan in IL ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Dae Sik Rho, Md Self-Employed Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 133846850.

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.