Money Purchase · DOL Form 5500 · 2023

Richard E. Fischbein Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$584,442
Avg per participant High balance/head
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Official DOL plan name: Richard Fischbein Money Purchase Plan · Sponsored by Richard E. Fischbein · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 3 participants

Richard E. Fischbein's Richard Fischbein Money Purchase Plan reported $2M in total assets and 3 participants 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.

  • #4,758 in Healthcare & Social Assistance (17,684 peers)

Richard E. Fischbein multi-year trail

Richard E. Fischbein's plans moved +79.4% in assets from 2022 to 2024; this filing shows Richard Fischbein Money Purchase Plan at $2M / 3 participants.

#4,758
in Healthcare & Social Assistance (17,684 peers)
+30.7%
assets growth YoY

Richard Fischbein Money Purchase Plan among the smaller filed plans by assets

Richard Fischbein Money Purchase Plan vs every filed plan by assets

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

$1,753,326 29th percentile higher than 29% 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

Richard Fischbein Money Purchase 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. Richard Fischbein Money Purchase Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard Fischbein Money Purchase Plan reported net income rose from -$297K in the plan year 2022 filing to $412K in the plan year 2023 filing.
  • Richard Fischbein Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222668863 · Richard E. Fischbein PY 2023 · Money Purchase

Richard Fischbein Money Purchase Plan · $2M · 3 · 29th

  • PHOTO $2M
  • PHOTO 3
  • PHOTO 29th
  • PHOTO Money Purchase
  • PHOTO near Frasier, Johnson & Martin Money Purchase Plan
  • PHOTO ind #4758

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 Pennsylvania →

Richard Fischbein Money Purchase Plan in the asset neighbourhood

Frasier, Johnson & Martin Money Purchase PlanFrasier, Johnson & Martin Mo…$2MLewellen Accountancy Corporation Retirement TrustLewellen Accountancy Corpora…$2MRichard Fischbein Money Purchase PlanRichard Fischbein Money Purc…$2MRobert N. Valentine, Inc. Money Purchase Pension PlanRobert N. Valentine, Inc. Mo…$2MNotre Dame High School Gra Qualified Group Retirement AnnuityNotre Dame High School Gra Q…$2M
End-of-year total assets ($M) among Richard Fischbein Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Richard E. Fischbein multi-year asset trail

Sponsor-wide plan assets over time

All Richard E. Fischbein plans reported in each filing year

Latest sponsor-wide plan assets
$2M 79.39032027196279% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.34M $2.41M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 3 $2M

Richard E. Fischbein filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$412K
Employer EIN222668863
Plan Effective Date2009-01-15
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Richard Fischbein Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Richard Fischbein Money Purchase Plan, Total assets ($M): 1.753326 · Participants: 3Richard Fischbein Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Richard Fischbein Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Richard Fischbein Money Purchase Plan side-by-side with 3 peers →

Richard Fischbein Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Frasier, Johnson & Martin Money Purchase Plan in KS ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

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 Richard Fischbein Money Purchase Plan assets move in 2023? ▼
Richard Fischbein Money Purchase Plan surged - up 30.7% during 2023, from $1M to $2M. Reported net income was $412K.
How have Richard E. Fischbein plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard E. Fischbein's sponsor-wide assets grew 79.4%, from $1M to $2M.
Which Money Purchase plans are similar in size to Richard Fischbein Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Frasier, Johnson & Martin Money Purchase Plan in KS ($2M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Richard Fischbein Money Purchase 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 222668863.

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.