Money Purchase · DOL Form 5500 · 2023

North Star Asset Management Money Purchase Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$34,318
Avg per participant Low balance/head
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Official DOL plan name: North Star Asset Management Money Purchase Pension Plan · Sponsored by North Star Asset Management · Massachusetts · Finance & Insurance

$103K in assets, 3 participants

North Star Asset Management's North Star Asset Management Money Purchase Pension Plan reported $103K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #343 in Finance & Insurance (8,869 peers)

2023 asset change

North Star Asset Management Money Purchase Pension Plan surged 41.4% in 2023 ($73K → $103K) for 3 participants.

#343
in Finance & Insurance (8,869 peers)
+41.4%
assets growth YoY

North Star Asset Management Money Purchase Pension Plan among the smaller filed plans by assets

North Star Asset Management Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$102,955 7th percentile higher than 7% 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

North Star Asset Management 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. North Star Asset Management Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 043410187 · North Star Asset Management PY 2023 · Money Purchase

North Star Asset Management Money Purchase Pension Plan · $103K · 3 · 7th

  • NET $103K
  • NET 3
  • NET 7th
  • NET Money Purchase
  • NET near Robert H Felman Md PA Money Purchase Pension Plan
  • NET ind #343

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 Massachusetts →

North Star Asset Management Money Purchase Pension Plan in the asset neighbourhood

Daniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KUnit Design Inc Mp$106KOjos Preciosos Retirement PlanOjos Preciosos Retirement Pl…$109KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$103KRobert H Felman Md PA Money Purchase Pension PlanRobert H Felman Md PA Money …$103K
End-of-year total assets ($M) among North Star Asset Management Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$73K
Net Assets (End of Year)$103K
Net Income$30K
Employer EIN043410187
Plan Effective Date1998-02-05
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

North Star Asset Management Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants North Star Asset Management Money Purchase Pension Plan, Total assets ($B): 0.000102955 · Participants: 3North Star Asset Management Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
North Star Asset Management Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare North Star Asset Management Money Purchase Pension Plan side-by-side with 3 peers →

North Star Asset Management Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Robert H Felman Md PA Money Purchase Pension Plan in FL ($103K); 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 ($103K here).

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.

Frequently Asked Questions

How did North Star Asset Management Money Purchase Pension Plan assets move in 2023? ▼
North Star Asset Management Money Purchase Pension Plan surged - up 41.4% during 2023, from $73K to $103K. Reported net income was $30K.
Where does North Star Asset Management Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
North Star Asset Management Money Purchase Pension Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to North Star Asset Management Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Robert H Felman Md PA Money Purchase Pension Plan in FL ($103K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to North Star Asset Management Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043410187.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.