Money Purchase · DOL Form 5500 · 2023
Gerry F. Emmanuel, Md Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
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.
- #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.
- #4,854
- in Healthcare & Social Assistance (17,684 peers)
- -6.2%
- assets change YoY
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.
Gerry F. Emmanuel, Md Money Purchase Pension Plan among the smaller filed plans by assets
Gerry F. Emmanuel, Md Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,814,046 29th percentile higher than 29% 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
Gerry F. Emmanuel, Md 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. Gerry F. Emmanuel, Md Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.
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.
DOL schedule card
Filing strip 953765632 · Gerry F. Emmanuel, Md PY 2023 · Money Purchase
Gerry F. Emmanuel, Md Money Purchase Pension Plan · $2M · 1 · 29th
- TYPE $2M
- TYPE 1
- TYPE 29th
- TYPE Money Purchase
- TYPE near Eduardo Mccormack Retirement Plan
- TYPE ind #4854
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 Florida →
Gerry F. Emmanuel, Md Money Purchase Pension Plan in the asset neighbourhood
Gerry F. Emmanuel, Md multi-year asset trail
Sponsor-wide plan assets over time
All Gerry F. Emmanuel, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 17.85678096837299% vs 2022
- 2024 filing year
| 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.
- 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
Gerry F. Emmanuel, Md Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Eduardo Mccormack Retirement Plan in PR ($2M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.