Money Purchase · DOL Form 5500 · 2022

Swartz Taliaferro Swartz and Goodove PC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
37th
Percentile by assets National rank
$167,584
Avg per participant Above avg balance/head
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Official DOL plan name: Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · Sponsored by Swartz Taliaferro Swartz and Goodove PC · Virginia · Professional & Technical Services

$3M in assets, 15 participants

Swartz Taliaferro Swartz and Goodove PC's Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported $3M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,388 in Professional & Technical Services (21,562 peers)

Swartz Taliaferro Swartz and Goodove PC multi-year trail

Swartz Taliaferro Swartz and Goodove PC's plans moved +27.7% in assets from 2022 to 2024; this filing shows Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan at $3M / 15 participants.

#7,388
in Professional & Technical Services (21,562 peers)
-21.0%
assets change YoY

The plan reported a net loss of $670K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,513,753 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension 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. Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 541160814 · Swartz Taliaferro Swartz and Goodove PC PY 2022 · Money Purchase

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · $3M · 15 · 37th

  • EIN $3M
  • EIN 15
  • EIN 37th
  • EIN Money Purchase
  • EIN near Money Purchase Plan
  • EIN ind #7388

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 Virginia →

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$3MSwartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanSwartz Taliaferro Swartz and…$3MMoney Purchase Plan$3MSourcewise Money Purchase Pension PlanSourcewise Money Purchase Pe…$3MWi Psychiatric Services Ltd Money Purchase Pension PlanWi Psychiatric Services Ltd …$3M
End-of-year total assets ($M) among Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Swartz Taliaferro Swartz and Goodove PC multi-year asset trail

Sponsor-wide plan assets over time

All Swartz Taliaferro Swartz and Goodove PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.722927122802265% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.37M $6.86M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 30 $5M
2023 2 26 $6M
2024 2 28 $7M

Swartz Taliaferro Swartz and Goodove PC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$670K
Employer EIN541160814
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Virginia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan, Total assets ($B): 0.002513753 · Participants: 15Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanThe George Washington University Retirement Plan for Faculty and Staff, Total assets ($B): 1.154652832 · Participants: 4007The George Washington University Retirement Plan for Faculty and StaffNoblis, Inc. Qualified Retirement Plan, Total assets ($B): 0.200098819 · Participants: 2060Noblis, Inc. Qualified Retirement PlanMid-Atlantic States District Council Participating Locals Annuity Fund, Total assets ($B): 0.107767334 · Participants: 2809Mid-Atlantic States District Council Participating Locals Annuity FundAmerican College of Radiology Employees' Pension Plan and Trust, Total assets ($B): 0.085212358 · Participants: 547American College of Radiology Employees' Pension Plan and TrustPlumbers & Fitters Local No. 110 Annuity Trust Fund, Total assets ($B): 0.04708721 · Participants: 806Plumbers & Fitters Local No. 110 Annuity Trust Fund
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan side-by-side with 3 peers →

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Money Purchase Plan in CA ($3M); by covered participants it is Retirement Plan of R.K. Mellon Family Foundation in PA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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.

Frequently Asked Questions

How did Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan assets move in 2022? ▼
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan declined sharply - down 21.0% during 2022, from $3M to $3M. Reported net income was -$670K.
How have Swartz Taliaferro Swartz and Goodove PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swartz Taliaferro Swartz and Goodove PC's sponsor-wide assets grew 27.7%, from $5M to $7M.
Which Money Purchase plans are similar in size to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan in CA ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of R.K. Mellon Family Foundation in PA (15 participants, $892K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541160814.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.