Money Purchase · DOL Form 5500 · 2022
Lake Country Area Agency on Aging Money Purchase Plan
Data updated 2026-08-25
- $992K
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $19,843
- Avg per participant Low balance/head
Official DOL plan name: Lake Country Area Agency on Aging Inc Tsa Plan · Sponsored by Lake Country Area Agency on Aging · Virginia · Healthcare & Social Assistance
$992K in assets, 50 participants
Lake Country Area Agency on Aging's Lake Country Area Agency on Aging Inc Tsa Plan reported $992K in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,423 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lake Country Area Agency on Aging Inc Tsa Plan pulled back noticeably 11.2% in 2022 ($1M → $992K) for 50 participants.
- #4,423
- in Healthcare & Social Assistance (20,060 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Country Area Agency on Aging Inc Tsa Plan among the smaller filed plans by assets
Lake Country Area Agency on Aging Inc Tsa Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$992,173 25th percentile higher than 25% 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
Lake Country Area Agency on Aging Inc Tsa Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Country Area Agency on Aging Inc Tsa Plan is a small filing (50 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 541506078 · Lake Country Area Agency on Aging PY 2022 · Money Purchase
Lake Country Area Agency on Aging Inc Tsa Plan · $992K · 50 · 25th
- PCT $992K
- EIN 50
- RANK 25th
- PHOTO Money Purchase
- IND near Anthony Palmieri, Dmd Money Purchase Pension Plan
- EOY ind #4423
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 Virginia →
Lake Country Area Agency on Aging Inc Tsa Plan in the asset neighbourhood
Lake Country Area Agency on Aging years around the 2022 move
Sponsor-wide plan assets over time
All Lake Country Area Agency on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.923370218701779% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $992K |
| 2023 | 1 | 55 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $925K |
| Net Income | -$157K |
| Employer EIN | 541506078 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.2B · 4,007
- Noblis, Inc. Qualified Retirement Plan $200M · 2,060
- Mid-Atlantic States District Council Participating Locals Annuity Fund $108M · 2,809
- American College of Radiology Employees' Pension Plan and Trust $85M · 547
- Plumbers & Fitters Local No. 110 Annuity Trust Fund $47M · 806
Lake Country Area Agency on Aging Inc Tsa Plan's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Anthony Palmieri, Dmd Money Purchase Pension Plan in PA ($997K); by covered participants it is Ohio Nurses Association Retirement Program in OH (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($992K here).
Similar participant headcount
Nearest other-state filings by covered participants (50 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.