Money Purchase · DOL Form 5500 · 2023

Khosrow Makki Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets
2
Participants
34th
Percentile by assets
$1.4M
Avg per participant
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Official DOL plan name: Money Purchase Pension Plan · Sponsored by Khosrow Makki Money Purchase Pension Plan · Maryland · Healthcare & Social Assistance

$3M in assets, 2 participants

Khosrow Makki Money Purchase Pension Plan's Money Purchase Pension Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • 34th percentile by assets (of 127,072 plans)
  • #6,136 in Healthcare & Social Assistance (17,684 peers)

Khosrow Makki Money Purchase Pension Plan multi-year trail

Khosrow Makki Money Purchase Pension Plan's plans moved +35.4% in assets from 2022 to 2024; this filing shows Money Purchase Pension Plan at $3M / 2 participants.

$3M
total plan assets (2023 EOY)
2
covered participants
34th
percentile by assets (of 127,072 plans)
$1.4M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Money Purchase Pension Plan reported net income rose from -$480K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Khosrow Makki Money Purchase Pension Plan across 3 plan years on file

Across the 3 plan years Khosrow Makki Money Purchase Pension Plan has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 35.4%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

Khosrow Makki Money Purchase Pension Plan multi-year asset trail

$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.69M $6.35M ▲ +35.4%
Total plan assets by year, all Khosrow Makki Money Purchase Pension Plan plans on file
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $5M
2024 2 4 $6M

Khosrow Makki Money Purchase Pension Plan filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$391K
Employer EIN521402597
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

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

Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Money Purchase Pensi…National Electrical …The Johns Hopkins Un…Meba Pension Trust-M…Seafarers Money Purc…Defined Contribution…
Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Money Purchase Pension Plan assets move in 2023?
Money Purchase Pension Plan grew sharply - up 16.8% during 2023, from $2M to $3M. Reported net income was $391K.
How have Khosrow Makki Money Purchase Pension Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Khosrow Makki Money Purchase Pension Plan's sponsor-wide assets grew 35.4%, from $5M to $6M.
Which Money Purchase plans are similar in size to Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Charles B Mallin Dds PC Pension Plan and Trust in MO ($3M, 4 participants).

Multi-year trail

Ways to act on Money Purchase Pension Plan's numbers.