Money Purchase · DOL Form 5500 · 2023
Michael D Breeding Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: State Farm Prototype Retirement Plan for State Farm Agents · Sponsored by Michael D Breeding · Missouri · Finance & Insurance
$4M in assets, 3 participants
Michael D Breeding's State Farm Prototype Retirement Plan for State Farm Agents reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #2,529 in Finance & Insurance (8,869 peers)
Michael D Breeding multi-year trail
Michael D Breeding's plans moved +35.0% in assets from 2022 to 2024; this filing shows State Farm Prototype Retirement Plan for State Farm Agents at $4M / 3 participants.
- #2,529
- in Finance & Insurance (8,869 peers)
- +12.3%
- assets growth YoY
State Farm Prototype Retirement Plan for State Farm Agents's mid-pack asset rank among Finance & Insurance and all filers
State Farm Prototype Retirement Plan for State Farm Agents vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,055,831 40th percentile higher than 40% 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
State Farm Prototype Retirement Plan for State Farm Agents among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Farm Prototype Retirement Plan for State Farm Agents is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- State Farm Prototype Retirement Plan for State Farm Agents reported net income rose from -$311K in the plan year 2022 filing to $444K in the plan year 2023 filing.
- State Farm Prototype Retirement Plan for State Farm Agents end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431276170 · Michael D Breeding PY 2023 · Money Purchase
State Farm Prototype Retirement Plan for State Farm Agents · $4M · 3 · 40th
- 5500 $4M
- ASSETS 3
- PCT 40th
- EIN Money Purchase
- RANK near Westchester Community Opportunity Program, Inc. Pension Plan
- PHOTO ind #2529
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 Finance & Insurance retirement plans → · Plans in Missouri →
State Farm Prototype Retirement Plan for State Farm Agents in the asset neighbourhood
Michael D Breeding multi-year asset trail
Sponsor-wide plan assets over time
All Michael D Breeding plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.02369460921338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 1 | $5M |
Michael D Breeding filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $444K |
| Employer EIN | 431276170 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- NECA-IBEW Pension Benefit Trust Fund $917M · 3,999
- Saint Louis University Retirement Plan $709M · 2,863
- The Children's Mercy Hospital Retirement Plan $503M · 6,519
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $500M · 2,621
State Farm Prototype Retirement Plan for State Farm Agents's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Westchester Community Opportunity Program, Inc. Pension Plan in NY ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Westchester Community Opportunity Program, Inc. Pension Plan (NY) $4M · 233
- Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan (PA) $4M · 2,265
- Uhhs Memorial Hospital of Geneva Employee Retirement Plan (OH) $4M · 47
- Habitat for Humanity Retirement Plan (GA) $4M · 99
Similar participant headcount
Nearest other-state filings by covered participants (3 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.