Money Purchase · DOL Form 5500 · 2022
Swartz Taliaferro Swartz and Goodove PC Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 15
- Participants
- 37th
- Percentile by assets
- $167,584
- Avg per participant
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.
- 37th percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 15
- covered participants
- 37th
- percentile by assets (of 139,126 plans)
- $167,584
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Swartz Taliaferro Swartz and Goodove PC has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 27.7%, while reported participants moved from 30 to 28 (-6.7%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).
Swartz Taliaferro Swartz and Goodove PC multi-year asset trail
| 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 EIN | 541160814 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING 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
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan assets move in 2022? ▼
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Multi-year trail
Ways to act on Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's numbers.
- By total assets, Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Virginia. Compare plans
- Swartz Taliaferro Swartz and Goodove PC's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans