Money Purchase · DOL Form 5500 · 2023
Anthony Palmieri, Dmd Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $559,215
- Avg per participant High balance/head
Official DOL plan name: Anthony Palmieri, Dmd Money Purchase Pension Plan · Sponsored by Anthony Palmieri, Dmd · Pennsylvania · Healthcare & Social Assistance
$1M in assets, 2 participants
Anthony Palmieri, Dmd's Anthony Palmieri, Dmd Money Purchase Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,659 in Healthcare & Social Assistance (17,684 peers)
Anthony Palmieri, Dmd multi-year trail
Anthony Palmieri, Dmd's plans moved +23.1% in assets from 2022 to 2024; this filing shows Anthony Palmieri, Dmd Money Purchase Pension Plan at $1M / 2 participants.
- #3,659
- in Healthcare & Social Assistance (17,684 peers)
- +12.2%
- assets growth YoY
Anthony Palmieri, Dmd Money Purchase Pension Plan among the smaller filed plans by assets
Anthony Palmieri, Dmd Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,118,430 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Anthony Palmieri, Dmd 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. Anthony Palmieri, Dmd 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
- Anthony Palmieri, Dmd Money Purchase Pension Plan end-of-year assets rose from $997K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Anthony Palmieri, Dmd Money Purchase Pension Plan reported net income fell from $138K in the plan year 2022 filing to $122K in the plan year 2023 filing.
DOL schedule card
Filing strip 251782708 · Anthony Palmieri, Dmd PY 2023 · Money Purchase
Anthony Palmieri, Dmd Money Purchase Pension Plan · $1M · 2 · 25th
- EBSA $1M
- PART 2
- TYPE 25th
- NET Money Purchase
- BOOK near Kenneth G. Calewarts Money Purchase Pension Plan and Trust
- VS-ST ind #3659
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 Pennsylvania →
Anthony Palmieri, Dmd Money Purchase Pension Plan in the asset neighbourhood
Anthony Palmieri, Dmd multi-year asset trail
Sponsor-wide plan assets over time
All Anthony Palmieri, Dmd plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 23.058463785679603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $997K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Anthony Palmieri, Dmd filing trail (2023)
| Total Assets (Beginning of Year) | $997K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $122K |
| Employer EIN | 251782708 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $877M · 3,684
- Duane Morris Retirement Plan $321M · 478
- IBEW Local Union 375 Electricians' Retirement Plan $170M · 658
- Milton Hershey School Money Purchase Pension Plan $162M · 1,331
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $145M · 632
Anthony Palmieri, Dmd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Kenneth G. Calewarts Money Purchase Pension Plan and Trust in WI ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.