Money Purchase · DOL Form 5500 · 2022
Robert Arthur Woodbury Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $882,396
- Avg per participant High balance/head
Official DOL plan name: Robert Arthur Woodbury II Money Purchase Plan · Sponsored by Robert Arthur Woodbury · Connecticut · Healthcare & Social Assistance
$6M in assets, 7 participants
Robert Arthur Woodbury's Robert Arthur Woodbury II Money Purchase Plan reported $6M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,201 in Healthcare & Social Assistance (20,060 peers)
Robert Arthur Woodbury multi-year trail
Robert Arthur Woodbury's plans moved +41.3% in assets from 2022 to 2024; this filing shows Robert Arthur Woodbury II Money Purchase Plan at $6M / 7 participants.
- #12,201
- in Healthcare & Social Assistance (20,060 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $452K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert Arthur Woodbury II Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert Arthur Woodbury II Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,176,770 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert Arthur Woodbury II 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 Arthur Woodbury II Money Purchase Plan is a micro filing (7 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 061369679 · Robert Arthur Woodbury PY 2022 · Money Purchase
Robert Arthur Woodbury II Money Purchase Plan · $6M · 7 · 55th
- PCT $6M
- PCT 7
- PCT 55th
- PCT Money Purchase
- PCT near United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan
- PCT ind #12201
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 Connecticut →
Robert Arthur Woodbury II Money Purchase Plan in the asset neighbourhood
Robert Arthur Woodbury multi-year asset trail
Sponsor-wide plan assets over time
All Robert Arthur Woodbury plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.3255957401684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $6M |
| 2023 | 1 | 7 | $7M |
| 2024 | 1 | 7 | $9M |
Robert Arthur Woodbury filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$452K |
| Employer EIN | 061369679 |
| Plan Effective Date | 1996-12-12 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $608M · 7,904
- Equinor US Holdings Inc. Money Purchase Pension Plan $142M · 593
- Southern Ct IBEW Annuity Plan $71M · 479
- Money Purchase Retirement Plan of U.a. Local 716 $32M · 460
- Swisher International Inc. Defined Contribution Plan for Salaried Employees $17M · 462
Robert Arthur Woodbury II Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan in NY ($6M); by covered participants it is Berkowitz & Berkowitz Self Employed Retirement Pla in PA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.