Money Purchase · DOL Form 5500 · 2023

Curtis a. Frasier Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$146,517
Avg per participant Above avg balance/head
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Official DOL plan name: Frasier, Johnson & Martin Money Purchase Plan · Sponsored by Curtis a. Frasier · Kansas · Professional & Technical Services

$2M in assets, 12 participants

Curtis a. Frasier's Frasier, Johnson & Martin Money Purchase Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,009 in Professional & Technical Services (20,321 peers)

Curtis a. Frasier multi-year trail

Curtis a. Frasier's plans moved -24.4% in assets from 2022 to 2024; this filing shows Frasier, Johnson & Martin Money Purchase Plan at $2M / 12 participants.

#5,009
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY

Frasier, Johnson & Martin Money Purchase Plan among the smaller filed plans by assets

Frasier, Johnson & Martin Money Purchase Plan vs every filed plan by assets

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

$1,758,206 29th percentile higher than 29% 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

Frasier, Johnson & Martin Money Purchase Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frasier, Johnson & Martin Money Purchase Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frasier, Johnson & Martin Money Purchase Plan reported net income rose from -$162K in the plan year 2022 filing to $247K in the plan year 2023 filing.
  • Frasier, Johnson & Martin Money Purchase Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202325895 · Curtis a. Frasier PY 2023 · Money Purchase

Frasier, Johnson & Martin Money Purchase Plan · $2M · 12 · 29th

  • RANK $2M
  • RANK 12
  • RANK 29th
  • RANK Money Purchase
  • RANK near Lewellen Accountancy Corporation Retirement Trust
  • RANK ind #5009

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 Kansas →

Frasier, Johnson & Martin Money Purchase Plan in the asset neighbourhood

Frasier, Johnson & Martin Money Purchase PlanFrasier, Johnson & Martin Mo…$2MLewellen Accountancy Corporation Retirement TrustLewellen Accountancy Corpora…$2MRichard Fischbein Money Purchase PlanRichard Fischbein Money Purc…$2MRobert N. Valentine, Inc. Money Purchase Pension PlanRobert N. Valentine, Inc. Mo…$2MNotre Dame High School Gra Qualified Group Retirement AnnuityNotre Dame High School Gra Q…$2M
End-of-year total assets ($M) among Frasier, Johnson & Martin Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Curtis a. Frasier multi-year asset trail

Sponsor-wide plan assets over time

All Curtis a. Frasier plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.38865599593496% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.51M $1.14M ▼ -24.5%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 12 $2M
2024 1 13 $1M

Curtis a. Frasier filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$247K
Employer EIN202325895
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Kansas

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

Frasier, Johnson & Martin Money Purchase Plan vs. nearby Money Purchase plans in Kansas, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080100 Total assets ($M) Participants Frasier, Johnson & Martin Money Purchase Plan, Total assets ($M): 1.758206 · Participants: 12Frasier, Johnson & Martin Money Purchase PlanHays Medical Center Employee's Pension Plan, Total assets ($M): 87.918503 · Participants: 1239Hays Medical Center Employee's Pension PlanGreat Plains Health Alliance Employees Pension Plan, Total assets ($M): 61.050733 · Participants: 764Great Plains Health Alliance Employees Pension PlanKnea Employees' Contributory Pension Plan & Trust, Total assets ($M): 28.155292 · Participants: 49Knea Employees' Contributory Pension Plan & TrustLocal No. 661 Retirement Plan, Total assets ($M): 26.207243 · Participants: 208Local No. 661 Retirement PlanEarp Meat Company Inc Money Purchase Pension Plan and Trust, Total assets ($M): 12.322948 · Participants: 208Earp Meat Company Inc Money Purchase Pension Plan and Trust
Frasier, Johnson & Martin Money Purchase Plan vs. nearby Money Purchase plans in Kansas, assets vs. participants
Compare Frasier, Johnson & Martin Money Purchase Plan side-by-side with 3 peers →

Frasier, Johnson & Martin Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Kansas, the nearest Money Purchase by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M); by covered participants it is Wilson Tire and Automotive 401(k) Plan in NC (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Frasier, Johnson & Martin Money Purchase Plan assets move in 2023? ▼
Frasier, Johnson & Martin Money Purchase Plan grew sharply - up 16.3% during 2023, from $2M to $2M. Reported net income was $247K.
How have Curtis a. Frasier plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis a. Frasier's sponsor-wide assets declined 24.4%, from $2M to $1M.
Which Money Purchase plans are similar in size to Frasier, Johnson & Martin Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Frasier, Johnson & Martin Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wilson Tire and Automotive 401(k) Plan in NC (12 participants, N/A 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 202325895.

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.