Money Purchase · DOL Form 5500 · 2023

Blake & Blake Genealogists, Inc. Money Purchase Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$1,878
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Blake Money Purchase Pension Plan · Sponsored by Blake & Blake Genealogists, Inc. · Massachusetts · Professional & Technical Services

$4K in assets, 2 participants

Blake & Blake Genealogists, Inc.'s Blake Money Purchase Pension Plan reported $4K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #186 in Professional & Technical Services (20,321 peers)

Blake & Blake Genealogists, Inc. multi-year trail

Blake & Blake Genealogists, Inc.'s plans moved -99.8% in assets from 2022 to 2023; this filing shows Blake Money Purchase Pension Plan at $4K / 2 participants.

#186
in Professional & Technical Services (20,321 peers)
-99.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blake Money Purchase Pension Plan among the smaller filed plans by assets

Blake Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,756 1st percentile higher than 1% of 127,068 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 2023

Blake Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blake Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Blake Money Purchase Pension Plan reported net income fell from -$357K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Blake Money Purchase Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042862266 · Blake & Blake Genealogists, Inc. PY 2023 · Money Purchase

Blake Money Purchase Pension Plan · $4K · 2 · 1st

  • EOY $4K
  • EOY 2
  • EOY 1st
  • EOY Money Purchase
  • EOY near Thinfilms Inc. Pension Plan
  • EOY ind #186

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 Massachusetts →

Blake Money Purchase Pension Plan in the asset neighbourhood

PROBUSGAILILEEY16T24$5KBlake Money Purchase Pension PlanBlake Money Purchase Pension…$4KThinfilms Inc. Pension Plan$4KJoel F. Baum Dds Money Purchase PlanJoel F. Baum Dds Money Purch…$3KHai Tan Pham, D.D.S., Inc Money Purchase Pension PlanHai Tan Pham, D.D.S., Inc Mo…$3K
End-of-year total assets ($M) among Blake Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Blake & Blake Genealogists, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Blake & Blake Genealogists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 99.78034855132194% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.11M $0.01M ▼ -99.7%
Year Plans Participants Total Assets
2022 2 4 $3M
2023 2 2 $7K

Blake & Blake Genealogists, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4K
Net Income-$2M
Employer EIN042862266
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Blake Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Blake Money Purchase Pension Plan, Total assets ($B): 0.000003756 · Participants: 2Blake Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Blake Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Blake Money Purchase Pension Plan side-by-side with 3 peers →

Blake Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Thinfilms Inc. Pension Plan in NJ ($4K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Blake Money Purchase Pension Plan assets move in 2023? ▼
Blake Money Purchase Pension Plan contracted severely - down 99.8% during 2023, from $2M to $4K. Reported net income was -$2M.
How have Blake & Blake Genealogists, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Blake & Blake Genealogists, Inc.'s sponsor-wide assets declined 99.8%, from $3M to $7K.
Where does Blake Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Blake Money Purchase Pension Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Blake Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Thinfilms Inc. Pension Plan in NJ ($4K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Blake Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042862266.

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.