Money Purchase · DOL Form 5500 · 2023

Two Med Investments, LLC Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1
Participants Small participant base
56th
Percentile by assets National rank
$8.7M
Avg per participant High balance/head
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Official DOL plan name: Benjamin E. Myers Money Purchase Pension Plan and Trust · Sponsored by Two Med Investments, LLC · Arizona · Professional & Technical Services

$9M in assets, 1 participants

Two Med Investments, LLC's Benjamin E. Myers Money Purchase Pension Plan and Trust reported $9M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,988 in Professional & Technical Services (20,321 peers)

Two Med Investments, LLC multi-year trail

Two Med Investments, LLC's plans moved +55.1% in assets from 2022 to 2024; this filing shows Benjamin E. Myers Money Purchase Pension Plan and Trust at $9M / 1 participant.

#10,988
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Benjamin E. Myers Money Purchase Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Benjamin E. Myers Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$8,705,025 Top 44% higher than 56% 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

Benjamin E. Myers Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin E. Myers Money Purchase Pension Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Benjamin E. Myers Money Purchase Pension Plan and Trust reported net income rose from -$824K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Benjamin E. Myers Money Purchase Pension Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860807622 · Two Med Investments, LLC PY 2023 · Money Purchase

Benjamin E. Myers Money Purchase Pension Plan and Trust · $9M · 1 · 56th

  • ASSETS $9M
  • PCT 1
  • EIN 56th
  • RANK Money Purchase
  • PHOTO near Abilene Teachers Federal Credit Union Money Purchase Plan and Trust
  • IND ind #10988

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 Arizona →

Benjamin E. Myers Money Purchase Pension Plan and Trust in the asset neighbourhood

Clearfield Hospital Retirement PlanClearfield Hospital Retireme…$9MBenjamin E. Myers Money Purchase Pension Plan and TrustBenjamin E. Myers Money Purc…$9MAbilene Teachers Federal Credit Union Money Purchase Plan and TrustAbilene Teachers Federal Cre…$9MNortheast Treatement Centers Employee Money Purchase Pension PlanNortheast Treatement Centers…$9MHeath Village Pension Plan$9M
End-of-year total assets ($M) among Benjamin E. Myers Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Two Med Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Two Med Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.13126946808302% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $12.9M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 1 $8M
2023 1 1 $9M
2024 1 1 $13M

Two Med Investments, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$420K
Employer EIN860807622
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

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

Benjamin E. Myers Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 050100150 Total assets ($M) Participants Benjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.705025 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and TrustIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 119.725104 · Participants: 3942IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 38.400558 · Participants: 1484IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 16.080018 · Participants: 56The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 14.606621 · Participants: 543Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanLexington Medical Associates, Inc. Money Purchase Pension Plan, Total assets ($M): 8.325873 · Participants: 0Lexington Medical Associates, Inc. Money Purchase Pension Plan
Benjamin E. Myers Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Benjamin E. Myers Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Benjamin E. Myers Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in TX ($9M); 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 Benjamin E. Myers Money Purchase Pension Plan and Trust assets move in 2023? ▼
Benjamin E. Myers Money Purchase Pension Plan and Trust grew at a solid clip - up 5.1% during 2023, from $8M to $9M. Reported net income was $420K.
How have Two Med Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Two Med Investments, LLC's sponsor-wide assets grew 55.1%, from $8M to $13M.
Which Money Purchase plans are similar in size to Benjamin E. Myers Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Abilene Teachers Federal Credit Union Money Purchase Plan and Trust in TX ($9M, 103 participants).
Which Money Purchase plans cover a similar participant headcount to Benjamin E. Myers Money Purchase Pension Plan and Trust? ▼
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 860807622.

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.