Money Purchase · DOL Form 5500 · 2023

Anil K Jain Money Purchase Plan

Data updated 2026-08-25

$669K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$668,502
Avg per participant High balance/head
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Official DOL plan name: Anil K Jain Money Purchase Plan · Sponsored by Anil K Jain · Michigan · Professional & Technical Services

$669K in assets, 1 participants

Anil K Jain's Anil K Jain Money Purchase Plan reported $669K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,106 in Professional & Technical Services (20,321 peers)

Anil K Jain multi-year trail

Anil K Jain's plans moved +74.2% in assets from 2022 to 2024; this filing shows Anil K Jain Money Purchase Plan at $669K / 1 participant.

#3,106
in Professional & Technical Services (20,321 peers)
+29.9%
assets growth YoY

Anil K Jain Money Purchase Plan among the smaller filed plans by assets

Anil K Jain Money Purchase Plan vs every filed plan by assets

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

$668,502 20th percentile higher than 20% 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

Anil K Jain 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. Anil K Jain 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

  • Anil K Jain Money Purchase Plan reported net income rose from -$183K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Anil K Jain Money Purchase Plan end-of-year assets rose from $515K in the plan year 2022 filing to $669K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382681125 · Anil K Jain PY 2023 · Money Purchase

Anil K Jain Money Purchase Plan · $669K · 1 · 20th

  • EOY $669K
  • 5500 1
  • ASSETS 20th
  • PCT Money Purchase
  • EIN near Gilberto Baez Rios, Md Retirement Plan
  • RANK ind #3106

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 Michigan →

Anil K Jain Money Purchase Plan in the asset neighbourhood

Pramod S Kulkarni Md Inc Profit Sharing PlanPramod S Kulkarni Md Inc Pro…$680KAnil K Jain Money Purchase PlanAnil K Jain Money Purchase P…$669KGilberto Baez Rios, Md Retirement PlanGilberto Baez Rios, Md Retir…$669KTony's Plumbing & Heating Pension Plan and TrustTony's Plumbing & Heating Pe…$670KLaboratorio Clinico Medina, Inc Retirement PlanLaboratorio Clinico Medina, …$674K
End-of-year total assets ($M) among Anil K Jain Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Anil K Jain multi-year asset trail

Sponsor-wide plan assets over time

All Anil K Jain plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.15322404080288% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.1M $3.66M ▲ +74.3%
Year Plans Participants Total Assets
2022 2 2 $2M
2023 2 2 $3M
2024 2 2 $4M

Anil K Jain filing trail (2023)

Total Assets (Beginning of Year)$515K
Net Assets (End of Year)$669K
Net Income$154K
Employer EIN382681125
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Anil K Jain Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Anil K Jain Money Purchase Plan, Total assets ($B): 0.000668502 · Participants: 1Anil K Jain Money Purchase PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Anil K Jain Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Anil K Jain Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Gilberto Baez Rios, Md Retirement Plan in PR ($669K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Anil K Jain Money Purchase Plan assets move in 2023?
Anil K Jain Money Purchase Plan grew sharply - up 29.9% during 2023, from $515K to $669K. Reported net income was $154K.
How have Anil K Jain plan assets changed over time?
Across 3 plan years on file (2022-2024), Anil K Jain's sponsor-wide assets grew 74.2%, from $2M to $4M.
Where does Anil K Jain Money Purchase Plan rank by assets among Form 5500 filers?
Anil K Jain Money Purchase Plan ranks in the 20th 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 Anil K Jain Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Gilberto Baez Rios, Md Retirement Plan in PR ($669K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Anil K Jain Money Purchase Plan?
Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K in assets).