Money Purchase · DOL Form 5500 · 2022
Jerome Antony Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $551,359
- Avg per participant High balance/head
Official DOL plan name: Jerome Antony Money Purchase Plan · Sponsored by Jerome Antony · Illinois · Healthcare & Social Assistance
$1M in assets, 2 participants
Jerome Antony's Jerome Antony Money Purchase Plan reported $1M in total assets and 2 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.
- #4,738 in Healthcare & Social Assistance (20,060 peers)
Jerome Antony multi-year trail
Jerome Antony's plans moved +20.0% in assets from 2022 to 2024; this filing shows Jerome Antony Money Purchase Plan at $1M / 2 participants.
- #4,738
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $288K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jerome Antony Money Purchase Plan among the smaller filed plans by assets
Jerome Antony Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,102,718 26th percentile higher than 26% 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
Jerome Antony 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. Jerome Antony Money Purchase Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 363138225 · Jerome Antony PY 2022 · Money Purchase
Jerome Antony Money Purchase Plan · $1M · 2 · 26th
- RANK $1M
- RANK 2
- RANK 26th
- RANK Money Purchase
- RANK near Dae Sik Rho, Md Self-Employed Retirement Plan
- RANK ind #4738
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 →
Jerome Antony Money Purchase Plan in the asset neighbourhood
Jerome Antony multi-year asset trail
Sponsor-wide plan assets over time
All Jerome Antony plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 20.006160486324024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $3M |
| 2023 | 2 | 4 | $3M |
| 2024 | 2 | 4 | $3M |
Jerome Antony filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$288K |
| Employer EIN | 363138225 |
| Plan Effective Date | 1982-12-17 |
| 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
Jerome Antony Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Dae Sik Rho, Md Self-Employed Retirement Plan in NY ($1M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.