Money Purchase · DOL Form 5500 · 2023

James V Trask Money Purchase Plan

Data updated 2026-08-25

$245K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$245,191
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The James V Trask Pension Plan · Sponsored by James V Trask · Iowa · Finance & Insurance

$245K in assets, 1 participants

James V Trask's The James V Trask Pension Plan reported $245K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #622 in Finance & Insurance (8,869 peers)

James V Trask multi-year trail

James V Trask's plans moved +97.0% in assets from 2022 to 2024; this filing shows The James V Trask Pension Plan at $245K / 1 participant.

#622
in Finance & Insurance (8,869 peers)
+38.1%
assets growth YoY

The James V Trask Pension Plan among the smaller filed plans by assets

The James V Trask Pension Plan vs every filed plan by assets

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

$245,191 12th percentile higher than 12% 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

The James V Trask 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. The James V Trask Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The James V Trask Pension Plan end-of-year assets rose from $178K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • The James V Trask Pension Plan reported net income fell from $74K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421424148 · James V Trask PY 2023 · Money Purchase

The James V Trask Pension Plan · $245K · 1 · 12th

  • PHOTO $245K
  • IND 1
  • EOY 12th
  • 5500 Money Purchase
  • ASSETS near Jorge Orlando Roman Vale Retirement Plan
  • PCT ind #622

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 Finance & Insurance retirement plans → · Plans in Iowa →

The James V Trask Pension Plan in the asset neighbourhood

The James V Trask Pension PlanThe James V Trask Pension Pl…$245KCi Capital Partners, LLC Money Purchase PlanCi Capital Partners, LLC Mon…$246KIibh Retirement Plan$247KJorge Orlando Roman Vale Retirement PlanJorge Orlando Roman Vale Ret…$245KMaria Teresa Cedeno Villavicencio, Md Retirement PlanMaria Teresa Cedeno Villavic…$245K
End-of-year total assets ($M) among The James V Trask Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

James V Trask multi-year asset trail

Sponsor-wide plan assets over time

All James V Trask plans reported in each filing year

Latest sponsor-wide plan assets
$350K 97.02776823575125% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.18M $0.35M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 1 $178K
2023 1 1 $245K
2024 1 2 $350K

James V Trask filing trail (2023)

Total Assets (Beginning of Year)$178K
Net Assets (End of Year)$245K
Net Income$68K
Employer EIN421424148
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Iowa

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

The James V Trask Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -20020406080 Total assets ($M) Participants The James V Trask Pension Plan, Total assets ($M): 0.245191 · Participants: 1The James V Trask Pension PlanIowa Builders Retirement Plan, Total assets ($M): 65.935672 · Participants: 424Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 52.715801 · Participants: 234IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 38.252919 · Participants: 875Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 21.564104 · Participants: 183Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 18.167066 · Participants: 226Grand View University Employees' Money Purchase Plan
The James V Trask Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare The James V Trask Pension Plan side-by-side with 3 peers →

The James V Trask Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Jorge Orlando Roman Vale Retirement Plan in PR ($245K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($245K here).

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 The James V Trask Pension Plan assets move in 2023? ▼
The James V Trask Pension Plan surged - up 38.1% during 2023, from $178K to $245K. Reported net income was $68K.
How have James V Trask plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James V Trask's sponsor-wide assets grew 97.0%, from $178K to $350K.
Where does The James V Trask Pension Plan rank by assets among Form 5500 filers? ▼
The James V Trask Pension Plan ranks in the 12th 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 The James V Trask Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jorge Orlando Roman Vale Retirement Plan in PR ($245K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to The James V Trask 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 421424148.

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.