Money Purchase · DOL Form 5500 · 2023
Gerry F. Emmanuel, Md Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 29th
- Percentile by assets
- $1.8M
- Avg per participant
Official DOL plan name: Gerry F. Emmanuel, Md Money Purchase Pension Plan · Sponsored by Gerry F. Emmanuel, Md · Florida · Healthcare & Social Assistance
$2M in assets, 1 participants
Gerry F. Emmanuel, Md's Gerry F. Emmanuel, Md Money Purchase Pension Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 127,072 plans)
- #4,854 in Healthcare & Social Assistance (17,684 peers)
Gerry F. Emmanuel, Md multi-year trail
Gerry F. Emmanuel, Md's plans moved -17.9% in assets from 2022 to 2024; this filing shows Gerry F. Emmanuel, Md Money Purchase Pension Plan at $2M / 1 participant.
- $2M
- total plan assets (2023 EOY)
- 1
- covered participants
- 29th
- percentile by assets (of 127,072 plans)
- $1.8M
- avg assets per participant
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gerry F. Emmanuel, Md Money Purchase Pension Plan reported net income rose from -$879K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
- Gerry F. Emmanuel, Md Money Purchase Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Gerry F. Emmanuel, Md across 3 plan years on file
Across the 3 plan years Gerry F. Emmanuel, Md has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a decline of 17.9%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2022 ($2M); trough: 2024 ($2M).
Gerry F. Emmanuel, Md multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Gerry F. Emmanuel, Md filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$120K |
| Employer EIN | 953765632 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Gerry F. Emmanuel, Md Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Gerry F. Emmanuel, Md Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Gerry F. Emmanuel, Md Money Purchase Pension Plan assets move in 2023? ▼
How have Gerry F. Emmanuel, Md plan assets changed over time? ▼
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Multi-year trail
Ways to act on Gerry F. Emmanuel, Md Money Purchase Pension Plan's numbers.
- By total assets, Gerry F. Emmanuel, Md 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 Florida. Compare plans
- Gerry F. Emmanuel, Md's sponsor-wide assets have declined 17.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans