Money Purchase · DOL Form 5500 · 2023

Gregory D. Albert, M.D., P.a. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$274,906
Avg per participant High balance/head
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Official DOL plan name: Gregory D. Albert, M.D., P.a. Money Purchase Plan · Sponsored by Gregory D. Albert, M.D., P.a. · Florida · Healthcare & Social Assistance

$1M in assets, 4 participants

Gregory D. Albert, M.D., P.a.'s Gregory D. Albert, M.D., P.a. Money Purchase Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,623 in Healthcare & Social Assistance (17,684 peers)

Gregory D. Albert, M.D., P.a. multi-year trail

Gregory D. Albert, M.D., P.a.'s plans moved +63.4% in assets from 2022 to 2024; this filing shows Gregory D. Albert, M.D., P.a. Money Purchase Plan at $1M / 4 participants.

#3,623
in Healthcare & Social Assistance (17,684 peers)
+25.1%
assets growth YoY

Gregory D. Albert, M.D., P.a. Money Purchase Plan among the smaller filed plans by assets

Gregory D. Albert, M.D., P.a. Money Purchase Plan vs every filed plan by assets

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

$1,099,623 24th percentile higher than 24% 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

Gregory D. Albert, M.D., P.a. 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. Gregory D. Albert, M.D., P.a. Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory D. Albert, M.D., P.a. Money Purchase Plan reported net income rose from -$171K in the plan year 2022 filing to $221K in the plan year 2023 filing.
  • Gregory D. Albert, M.D., P.a. Money Purchase Plan end-of-year assets rose from $879K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593612252 · Gregory D. Albert, M.D., P.a. PY 2023 · Money Purchase

Gregory D. Albert, M.D., P.a. Money Purchase Plan · $1M · 4 · 24th

  • VS-ST $1M
  • BOY 4
  • SCH 24th
  • EBSA Money Purchase
  • PART near IRA Fbo Mohammed Ejaz Qureshi
  • TYPE ind #3623

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 Florida →

Gregory D. Albert, M.D., P.a. Money Purchase Plan in the asset neighbourhood

Robert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1MS Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$1MGregory D. Albert, M.D., P.a. Money Purchase PlanGregory D. Albert, M.D., P.a…$1MIRA Fbo Mohammed Ejaz Qureshi$1MLake Country Area Agency on Aging Inc Tsa PlanLake Country Area Agency on …$1M
End-of-year total assets ($M) among Gregory D. Albert, M.D., P.a. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Gregory D. Albert, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Gregory D. Albert, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.44393157963444% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.03M $1.68M ▲ +63.1%
Year Plans Participants Total Assets
2022 2 8 $1M
2023 2 8 $1M
2024 2 10 $2M

Gregory D. Albert, M.D., P.a. filing trail (2023)

Total Assets (Beginning of Year)$879K
Net Assets (End of Year)$1M
Net Income$221K
Employer EIN593612252
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Gregory D. Albert, M.D., P.a. Money Purchase Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Gregory D. Albert, M.D., P.a. Money Purchase Plan, Total assets ($M): 1.099623 · Participants: 4Gregory D. Albert, M.D., P.a. Money Purchase PlanElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
Gregory D. Albert, M.D., P.a. Money Purchase Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Gregory D. Albert, M.D., P.a. Money Purchase Plan side-by-side with 3 peers →

Gregory D. Albert, M.D., P.a. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Gregory D. Albert, M.D., P.a. Money Purchase Plan assets move in 2023? ▼
Gregory D. Albert, M.D., P.a. Money Purchase Plan grew sharply - up 25.1% during 2023, from $879K to $1M. Reported net income was $221K.
How have Gregory D. Albert, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory D. Albert, M.D., P.a.'s sponsor-wide assets grew 63.4%, from $1M to $2M.
Where does Gregory D. Albert, M.D., P.a. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Gregory D. Albert, M.D., P.a. Money Purchase Plan ranks in the 24th 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 Gregory D. Albert, M.D., P.a. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Gregory D. Albert, M.D., P.a. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 593612252.

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.