Money Purchase · DOL Form 5500 · 2023

Dr Robert J Lynch Md Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dr Robert J Lynch Md Keogh · Sponsored by Dr Robert J Lynch Md · West Virginia · Healthcare & Social Assistance

$6M in assets, 2 participants

Dr Robert J Lynch Md's Dr Robert J Lynch Md Keogh reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,480 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Dr Robert J Lynch Md Keogh holds $6M for 2 participants - about $3.1M per participant, in the lower half of filed plans by assets.

#9,480
in Healthcare & Social Assistance (17,684 peers)
+0.4%
assets growth YoY

Dr Robert J Lynch Md Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr Robert J Lynch Md Keogh vs every filed plan by assets

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

$6,245,769 49th percentile higher than 49% 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

Dr Robert J Lynch Md Keogh among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Robert J Lynch Md Keogh is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr Robert J Lynch Md Keogh reported net income rose from -$868K in the plan year 2022 filing to $27K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550631057 · Dr Robert J Lynch Md PY 2023 · Money Purchase

Dr Robert J Lynch Md Keogh · $6M · 2 · 49th

  • IND $6M
  • EOY 2
  • 5500 49th
  • ASSETS Money Purchase
  • PCT near I.a.T.S.E. Local 3 Annuity Fund
  • EIN ind #9480

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 West Virginia →

Dr Robert J Lynch Md Keogh in the asset neighbourhood

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$6MThe West Oakland Health Council Retirement Savings PlanThe West Oakland Health Coun…$6MDr Robert J Lynch Md Keogh$6MI.a.T.S.E. Local 3 Annuity FundI.a.T.S.E. Local 3 Annuity F…$6MAmerican Radio Association Individual Account PlanAmerican Radio Association I…$6M
End-of-year total assets ($M) among Dr Robert J Lynch Md Keogh and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$27K
Employer EIN550631057
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr Robert J Lynch Md)

Sponsor-wide plan assets over time

All Dr Robert J Lynch Md plans reported in each filing year

Latest sponsor-wide plan assets
$8M 9.715447054414334% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.72M $8.47M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 4 $8M
2023 2 4 $8M
2024 2 4 $8M

Nearby Money Purchase Plans in West Virginia

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

Dr Robert J Lynch Md Keogh vs. nearby Money Purchase plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400 Total assets ($M) Participants Dr Robert J Lynch Md Keogh, Total assets ($M): 6.245769 · Participants: 2Dr Robert J Lynch Md KeoghWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 343.725206 · Participants: 1771West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 93.40317 · Participants: 2135University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanPlumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 68.822746 · Participants: 3075Plumbers & Pipefitters Local 152 Retirement AnnuitIBEW Local 968 Pension Fund, Total assets ($M): 67.874469 · Participants: 350IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 58.406289 · Participants: 167West Virginia University Medical Corp. Charleston Division Retirement Plan
Dr Robert J Lynch Md Keogh vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Dr Robert J Lynch Md Keogh side-by-side with 3 peers →

Dr Robert J Lynch Md Keogh's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is I.a.T.S.E. Local 3 Annuity Fund in PA ($6M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

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 Dr Robert J Lynch Md Keogh assets move in 2023? ▼
Dr Robert J Lynch Md Keogh held essentially flat - up 0.4% during 2023, from $6M to $6M. Reported net income was $27K.
How have Dr Robert J Lynch Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr Robert J Lynch Md's sponsor-wide assets grew 9.7%, from $8M to $8M.
Which Money Purchase plans are similar in size to Dr Robert J Lynch Md Keogh? ▼
Among Money Purchase plans in other states, the closest by assets is I.a.T.S.E. Local 3 Annuity Fund in PA ($6M, 771 participants).
Which Money Purchase plans cover a similar participant headcount to Dr Robert J Lynch Md Keogh? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 550631057.

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.