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
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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

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

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.

See the national 2022→2023 release diff →

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

Habitat for Humanity Retirement PlanHabitat for Humanity Retirem…$4MRetail Wholesale Department Store Union Local 1034 Defined Contribution Pension PlanRetail Wholesale Department …$4MState Farm Prototype Retirement Plan for State Farm AgentsState Farm Prototype Retirem…$4MWestchester Community Opportunity Program, Inc. Pension PlanWestchester Community Opport…$4MUhhs Memorial Hospital of Geneva Employee Retirement PlanUhhs Memorial Hospital of Ge…$4M
End-of-year total assets ($M) among State Farm Prototype Retirement Plan for State Farm Agents and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.61M $4.88M ▲ +35.2%
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 EIN431276170
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Missouri

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

State Farm Prototype Retirement Plan for State Farm Agents vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants State Farm Prototype Retirement Plan for State Farm Agents, Total assets ($B): 0.004055831 · Participants: 3State Farm Prototype Retirement Plan for State Farm AgentsLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution Plan
State Farm Prototype Retirement Plan for State Farm Agents vs. nearby Money Purchase plans in Missouri, assets vs. participants

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.

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 State Farm Prototype Retirement Plan for State Farm Agents assets move in 2023?
State Farm Prototype Retirement Plan for State Farm Agents grew at a solid clip - up 12.3% during 2023, from $4M to $4M. Reported net income was $444K.
How have Michael D Breeding plan assets changed over time?
Across 3 plan years on file (2022-2024), Michael D Breeding's sponsor-wide assets grew 35.0%, from $4M to $5M.
Which Money Purchase plans are similar in size to State Farm Prototype Retirement Plan for State Farm Agents?
Among Money Purchase plans in other states, the closest by assets is Westchester Community Opportunity Program, Inc. Pension Plan in NY ($4M, 233 participants).
Which Money Purchase plans cover a similar participant headcount to State Farm Prototype Retirement Plan for State Farm Agents?
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).