Money Purchase · DOL Form 5500 · 2023

North Star Asset Management Money Purchase Plan

Data updated 2026-08-25

$195K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$97,602
Avg per participant Below avg 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

$195K in assets, 2 participants

North Star Asset Management's North Star Asset Management Money Purchase Pension Plan reported $195K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

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

2023 asset change

North Star Asset Management Money Purchase Pension Plan declined sharply 15.2% in 2023 ($230K → $195K) for 2 participants.

#550
in Finance & Insurance (8,869 peers)
-15.2%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

$195,203 10th percentile higher than 10% 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 (2 participants), the leftmost band.

Plan-year Form 5500 strip

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

North Star Asset Management Money Purchase Pension Plan · $195K · 2 · 10th

  • PART $195K
  • TYPE 2
  • NET 10th
  • BOOK Money Purchase
  • VS-ST near Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan
  • BOY ind #550

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

North Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$195KMichael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanMichael Lomenzo Cpa PC Money…$196KRamsey Enterprises Inc Employees' Pension Plan and TrustRamsey Enterprises Inc Emplo…$199KLuis T. Gandia Mantaras Retirement PlanLuis T. Gandia Mantaras Reti…$193KProvisiones San Miguel Retirement PlanProvisiones San Miguel Retir…$192K
End-of-year total assets ($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)$230K
Net Assets (End of Year)$195K
Net Income-$35K
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): 0.000195203 · Participants: 2North 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 Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan in NJ ($196K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 declined sharply - down 15.2% during 2023, from $230K to $195K. Reported net income was -$35K.
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 10th 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 Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan in NJ ($196K, 1 participant).
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 Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants, $6M 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.