Money Purchase · DOL Form 5500 · 2022
Ngozi Okechukwu Okolo Money Purchase Plan
Data updated 2026-08-25
- $543K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $543,099
- Avg per participant High balance/head
Official DOL plan name: Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust · Sponsored by Ngozi Okechukwu Okolo · Illinois · Healthcare & Social Assistance
$543K in assets, 1 participants
Ngozi Okechukwu Okolo's Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust reported $543K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,021 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust declined sharply 19.4% in 2022 ($674K → $543K) for 1 participant.
- #3,021
- in Healthcare & Social Assistance (20,060 peers)
- -19.4%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust among the smaller filed plans by assets
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$543,099 19th percentile higher than 19% 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
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 363982328 · Ngozi Okechukwu Okolo PY 2022 · Money Purchase
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust · $543K · 1 · 19th
- EOY $543K
- 5500 1
- ASSETS 19th
- PCT Money Purchase
- EIN near Dres. Brignoni-Perez Retirement Plan Series 00-1904
- RANK ind #3021
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 Illinois →
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust in the asset neighbourhood
Ngozi Okechukwu Okolo years around the 2022 move
Sponsor-wide plan assets over time
All Ngozi Okechukwu Okolo plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $543K |
| 2023 | 1 | 1 | $651K |
| 2024 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $674K |
|---|---|
| Net Assets (End of Year) | $543K |
| Net Income | -$130K |
| Employer EIN | 363982328 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $669M · 1,625
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Dres. Brignoni-Perez Retirement Plan Series 00-1904 in PR ($545K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($543K here).
- Dres. Brignoni-Perez Retirement Plan Series 00-1904 (PR) $545K · 5
- Mgt Company-Profit Sharing Plan (MN) $546K · 1
- The Rood Pension Trust (OH) $547K · N/A
- Pesco Supply, Inc. Money Purchase Plan (OH) $539K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.