Money Purchase · DOL Form 5500 · 2023

Neil Strefling, P.C., Ept Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$523,977
Avg per participant High balance/head
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Official DOL plan name: Neil Strefling, P.C., Ept · Sponsored by Neil Strefling, P.C., Ept · Michigan · Professional & Technical Services

$1M in assets, 2 participants

Neil Strefling, P.C., Ept's Neil Strefling, P.C., Ept reported $1M in total assets and 2 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.

  • #3,920 in Professional & Technical Services (20,321 peers)

Neil Strefling, P.C., Ept multi-year trail

Neil Strefling, P.C., Ept's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Ept at $1M / 2 participants.

#3,920
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY

Neil Strefling, P.C., Ept among the smaller filed plans by assets

Neil Strefling, P.C., Ept vs every filed plan by assets

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

$1,047,954 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

Neil Strefling, P.C., Ept among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Ept is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neil Strefling, P.C., Ept reported net income rose from -$164K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Neil Strefling, P.C., Ept end-of-year assets rose from $894K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382540366 · Neil Strefling, P.C., Ept PY 2023 · Money Purchase

Neil Strefling, P.C., Ept · $1M · 2 · 24th

  • EBSA $1M
  • PART 2
  • TYPE 24th
  • NET Money Purchase
  • BOOK near Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan
  • VS-ST ind #3920

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 →

Neil Strefling, P.C., Ept in the asset neighbourhood

Neil Strefling, P.C., Ept$1MTeamsters Local 344 Officers, Business Agents & Employees Severance Pay PlanTeamsters Local 344 Officers…$1MLynn Animal Hospital Pension PlanLynn Animal Hospital Pension…$1MTami Meyerson Money Purchase PlanTami Meyerson Money Purchase…$1MAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1M
End-of-year total assets ($M) among Neil Strefling, P.C., Ept and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Neil Strefling, P.C., Ept multi-year asset trail

Sponsor-wide plan assets over time

All Neil Strefling, P.C., Ept plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.45784836527931% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Neil Strefling, P.C., Ept filing trail (2023)

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$154K
Employer EIN382540366
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Neil Strefling, P.C., Ept, Total assets ($B): 0.001047954 · Participants: 2Neil Strefling, P.C., EptCentral 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
Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Neil Strefling, P.C., Ept side-by-side with 3 peers →

Neil Strefling, P.C., Ept's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Neil Strefling, P.C., Ept assets move in 2023? ▼
Neil Strefling, P.C., Ept grew sharply - up 17.3% during 2023, from $894K to $1M. Reported net income was $154K.
How have Neil Strefling, P.C., Ept plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Ept's sponsor-wide assets grew 31.5%, from $2M to $3M.
Where does Neil Strefling, P.C., Ept rank by assets among Form 5500 filers? ▼
Neil Strefling, P.C., Ept 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 Neil Strefling, P.C., Ept? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters Local 344 Officers, Business Agents & Employees Severance Pay Plan in WI ($1M, 13 participants).
Which Money Purchase plans cover a similar participant headcount to Neil Strefling, P.C., Ept? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 382540366.

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.