Money Purchase · DOL Form 5500 · 2022
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix Money Purchase Plan
Data updated 2026-08-25
- $117K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $14,579
- Avg per participant Low balance/head
Official DOL plan name: Cooper, Hill and Lecroix Vip Plus 401(k) Plan · Sponsored by Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix · Alabama · Professional & Technical Services
$117K in assets, 8 participants
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix's Cooper, Hill and Lecroix Vip Plus 401(k) Plan reported $117K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- #1,311 in Professional & Technical Services (21,562 peers)
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix multi-year trail
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix's plans moved -45.0% in assets from 2022 to 2024; this filing shows Cooper, Hill and Lecroix Vip Plus 401(k) Plan at $117K / 8 participants.
- #1,311
- in Professional & Technical Services (21,562 peers)
- -23.4%
- assets change YoY
The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cooper, Hill and Lecroix Vip Plus 401(k) Plan among the smaller filed plans by assets
Cooper, Hill and Lecroix Vip Plus 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,633 7th percentile higher than 7% 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
Cooper, Hill and Lecroix Vip Plus 401(k) 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. Cooper, Hill and Lecroix Vip Plus 401(k) Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 630991217 · Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix PY 2022 · Money Purchase
Cooper, Hill and Lecroix Vip Plus 401(k) Plan · $117K · 8 · 7th
- PART $117K
- PART 8
- PART 7th
- PART Money Purchase
- PART near Retirement Plan for Agents of Guarantee Life Insurance
- PART ind #1311
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 Professional & Technical Services retirement plans → · Plans in Alabama →
Cooper, Hill and Lecroix Vip Plus 401(k) Plan in the asset neighbourhood
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix multi-year asset trail
Sponsor-wide plan assets over time
All Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix plans reported in each filing year
- Latest sponsor-wide plan assets
- $64K 44.9632608266957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $117K |
| 2023 | 1 | 5 | $65K |
| 2024 | 1 | 3 | $64K |
Cooper, Hill and Lecroix, Cpas Sandra G. Lecroix filing trail (2022)
| Total Assets (Beginning of Year) | $152K |
|---|---|
| Net Assets (End of Year) | $117K |
| Net Income | -$36K |
| Employer EIN | 630991217 |
| Plan Effective Date | 1995-12-29 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Alabama
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Plumbers & Steamfitters Local Union 52 Defined Con Plan $60M · 318
- Iron Workers Local Union No. 92 Money Purchase Pension Plan $48M · 622
- Alabama Housing Finance Authority Retirement Plan $15M · 142
- Bayou La Batre Area Health Development Board, Inc. Mpp $8M · 93
- R.L. Zeigler Co., Inc. Money Purchase Pension Plan $4M · 209
Cooper, Hill and Lecroix Vip Plus 401(k) Plan's out-of-state Money Purchase peers by assets and headcount
Outside Alabama, the nearest Money Purchase by assets is Retirement Plan for Agents of Guarantee Life Insurance in PA ($116K); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.