Money Purchase · DOL Form 5500 · 2023

Cynthia Bertrand Money Purchase Plan

Data updated 2026-08-25

$945K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$945,395
Avg per participant High balance/head
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Official DOL plan name: Hillcrest Farm Money Purchase Pension Plan · Sponsored by Cynthia Bertrand · Massachusetts · Agriculture, Forestry & Fishing

$945K in assets, 1 participants

Cynthia Bertrand's Hillcrest Farm Money Purchase Pension Plan reported $945K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #273 in Agriculture, Forestry & Fishing (1,288 peers)

Cynthia Bertrand multi-year trail

Cynthia Bertrand's plans moved +44.6% in assets from 2022 to 2024; this filing shows Hillcrest Farm Money Purchase Pension Plan at $945K / 1 participant.

#273
in Agriculture, Forestry & Fishing (1,288 peers)
+23.7%
assets growth YoY

Hillcrest Farm Money Purchase Pension Plan among the smaller filed plans by assets

Hillcrest Farm Money Purchase Pension Plan vs every filed plan by assets

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

$945,395 23rd percentile higher than 23% 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

Hillcrest Farm Money Purchase Pension 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. Hillcrest Farm Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillcrest Farm Money Purchase Pension Plan reported net income rose from -$201K in the plan year 2022 filing to $181K in the plan year 2023 filing.
  • Hillcrest Farm Money Purchase Pension Plan end-of-year assets rose from $764K in the plan year 2022 filing to $945K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261597558 · Cynthia Bertrand PY 2023 · Money Purchase

Hillcrest Farm Money Purchase Pension Plan · $945K · 1 · 23rd

  • BOY $945K
  • SCH 1
  • EBSA 23rd
  • PART Money Purchase
  • TYPE near Neuro Diagnostico Del Oeste, Csp Retirement Plan
  • NET ind #273

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →

Hillcrest Farm Money Purchase Pension Plan in the asset neighbourhood

Hillcrest Farm Money Purchase Pension PlanHillcrest Farm Money Purchas…$945KNeuro Diagnostico Del Oeste, Csp Retirement PlanNeuro Diagnostico Del Oeste,…$947KRetirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1Retirement Plan of W. Russel…$948KRetirement Plan of Alison M. Byers Separate Trust No. 1Retirement Plan of Alison M.…$949KExclusive Catering Inc, Pension Plan TrustExclusive Catering Inc, Pens…$950K
End-of-year total assets ($M) among Hillcrest Farm Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cynthia Bertrand multi-year asset trail

Sponsor-wide plan assets over time

All Cynthia Bertrand plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.64472442634901% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.76M $1.11M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 1 $764K
2023 1 1 $945K
2024 1 1 $1M

Cynthia Bertrand filing trail (2023)

Total Assets (Beginning of Year)$764K
Net Assets (End of Year)$945K
Net Income$181K
Employer EIN261597558
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Hillcrest Farm Money Purchase Pension Plan, Total assets ($B): 0.000945395 · Participants: 1Hillcrest Farm Money Purchase Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Hillcrest Farm Money Purchase Pension Plan side-by-side with 3 peers →

Hillcrest Farm Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($947K); by covered participants it is Lmr Retirement Plan in PR (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 Hillcrest Farm Money Purchase Pension Plan assets move in 2023? ▼
Hillcrest Farm Money Purchase Pension Plan grew sharply - up 23.7% during 2023, from $764K to $945K. Reported net income was $181K.
How have Cynthia Bertrand plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cynthia Bertrand's sponsor-wide assets grew 44.6%, from $764K to $1M.
Where does Hillcrest Farm Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Hillcrest Farm Money Purchase Pension Plan ranks in the 23rd 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 Hillcrest Farm Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR ($947K, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Hillcrest Farm Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 261597558.

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.