Other · DOL Form 5500 · 2023
Lillian G Raycroft Retirement Plan
Data updated 2026-08-25
- $26K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $26,427
- Avg per participant Low balance/head
Official DOL plan name: Lillian Raycroft Money Purchase Plan · Sponsored by Lillian G Raycroft · Pennsylvania · Professional & Technical Services
$26K in assets, 1 participants
Lillian G Raycroft's Lillian Raycroft Money Purchase Plan reported $26K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #465 in Professional & Technical Services (20,321 peers)
Lillian G Raycroft multi-year trail
Lillian G Raycroft's plans moved -39.7% in assets from 2022 to 2024; this filing shows Lillian Raycroft Money Purchase Plan at $26K / 1 participant.
- #465
- in Professional & Technical Services (20,321 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lillian Raycroft Money Purchase Plan among the smaller filed plans by assets
Lillian Raycroft Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,427 2nd percentile higher than 2% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lillian Raycroft 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. Lillian Raycroft Money Purchase Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lillian Raycroft Money Purchase Plan reported net income fell from $831 in the plan year 2022 filing to -$2K in the plan year 2023 filing.
- Lillian Raycroft Money Purchase Plan end-of-year assets fell from $29K in the plan year 2022 filing to $26K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251143712 · Lillian G Raycroft PY 2023 · Other
Lillian Raycroft Money Purchase Plan · $26K · 1 · 2nd
- 5500 $26K
- ASSETS 1
- PCT 2nd
- EIN Other
- RANK near American Eagle Nursing Home of Whitehouse
- PHOTO ind #465
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Lillian Raycroft Money Purchase Plan in the asset neighbourhood
Lillian G Raycroft multi-year asset trail
Sponsor-wide plan assets over time
All Lillian G Raycroft plans reported in each filing year
- Latest sponsor-wide plan assets
- $17K 39.744263443685405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $29K |
| 2023 | 1 | 1 | $26K |
| 2024 | 1 | 1 | $17K |
Lillian G Raycroft filing trail (2023)
| Total Assets (Beginning of Year) | $29K |
|---|---|
| Net Assets (End of Year) | $26K |
| Net Income | -$2K |
| Employer EIN | 251143712 |
| Plan Effective Date | 1982-05-07 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Lillian Raycroft Money Purchase Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Eagle Nursing Home of Whitehouse in MI ($26K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26K here).
- American Eagle Nursing Home of Whitehouse (MI) $26K · N/A
- 403(b) Plan of Pathways, Inc. (AL) $26K · 3
- P a W S 403(b) (CA) $22K · 12
- Community Foundation of the Eastern Shore, Inc. 403(b) Plan (MD) $22K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Ap/M 401(k) Plan (IA) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
- Morrow Valley Ranch Investment Plan (MO) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.