Money Purchase · DOL Form 5500 · 2023

Patricia a Talamo Od Money Purchase Plan

Data updated 2026-08-25

$500K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$166,815
Avg per participant Above avg balance/head
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Official DOL plan name: Patricia Od LLC Money Purchase Plan · Sponsored by Patricia a Talamo Od · Pennsylvania · Healthcare & Social Assistance

$500K in assets, 3 participants

Patricia a Talamo Od's Patricia Od LLC Money Purchase Plan reported $500K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,335 in Healthcare & Social Assistance (17,684 peers)

Patricia a Talamo Od multi-year trail

Patricia a Talamo Od's plans moved +51.3% in assets from 2022 to 2024; this filing shows Patricia Od LLC Money Purchase Plan at $500K / 3 participants.

#2,335
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY

Patricia Od LLC Money Purchase Plan among the smaller filed plans by assets

Patricia Od LLC Money Purchase Plan vs every filed plan by assets

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

$500,445 18th percentile higher than 18% 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

Patricia Od LLC 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. Patricia Od LLC 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

  • Patricia Od LLC Money Purchase Plan reported net income rose from -$90K in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Patricia Od LLC Money Purchase Plan end-of-year assets rose from $417K in the plan year 2022 filing to $500K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461619513 · Patricia a Talamo Od PY 2023 · Money Purchase

Patricia Od LLC Money Purchase Plan · $500K · 3 · 18th

  • PART $500K
  • TYPE 3
  • NET 18th
  • BOOK Money Purchase
  • VS-ST near Grupo Gastroenterologico Del Caribe, Csp Retirement Plan
  • BOY ind #2335

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 →

Patricia Od LLC Money Purchase Plan in the asset neighbourhood

Patricia Od LLC Money Purchase PlanPatricia Od LLC Money Purcha…$500KGrupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$499KMatthew S. Dulberg Money Purchase PlanMatthew S. Dulberg Money Pur…$497KKappa North America, Inc. Money Purchase PensionKappa North America, Inc. Mo…$504KMcnabb Grain Company Defined Contribution PensionMcnabb Grain Company Defined…$505K
End-of-year total assets ($M) among Patricia Od LLC Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Patricia a Talamo Od multi-year asset trail

Sponsor-wide plan assets over time

All Patricia a Talamo Od plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.250883320882714% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.99M $1.5M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 6 $991K
2023 2 6 $1M
2024 2 4 $1M

Patricia a Talamo Od filing trail (2023)

Total Assets (Beginning of Year)$417K
Net Assets (End of Year)$500K
Net Income$84K
Employer EIN461619513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Patricia Od LLC Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Patricia Od LLC Money Purchase Plan, Total assets ($M): 0.500445 · Participants: 3Patricia Od LLC 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
Patricia Od LLC Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Patricia Od LLC Money Purchase Plan side-by-side with 3 peers →

Patricia Od LLC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Grupo Gastroenterologico Del Caribe, Csp Retirement Plan in PR ($499K); 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 Patricia Od LLC Money Purchase Plan assets move in 2023? ▼
Patricia Od LLC Money Purchase Plan grew sharply - up 20.1% during 2023, from $417K to $500K. Reported net income was $84K.
How have Patricia a Talamo Od plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patricia a Talamo Od's sponsor-wide assets grew 51.3%, from $991K to $1M.
Where does Patricia Od LLC Money Purchase Plan rank by assets among Form 5500 filers? ▼
Patricia Od LLC Money Purchase Plan ranks in the 18th 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 Patricia Od LLC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Grupo Gastroenterologico Del Caribe, Csp Retirement Plan in PR ($499K, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Patricia Od LLC 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 461619513.

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.