Money Purchase · DOL Form 5500 · 2023

Manzoor H. Bhatti Money Purchase Plan

Data updated 2026-08-25

$479K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$479,319
Avg per participant High balance/head
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Official DOL plan name: Manzoor H. Bhatti - Sep IRA · Sponsored by Manzoor H. Bhatti · New York · Healthcare & Social Assistance

$479K in assets, 1 participants

Manzoor H. Bhatti's Manzoor H. Bhatti - Sep IRA reported $479K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,266 in Healthcare & Social Assistance (17,684 peers)

Manzoor H. Bhatti multi-year trail

Manzoor H. Bhatti's plans moved +15.3% in assets from 2022 to 2024; this filing shows Manzoor H. Bhatti - Sep IRA at $479K / 1 participant.

#2,266
in Healthcare & Social Assistance (17,684 peers)
+8.8%
assets growth YoY

Manzoor H. Bhatti - Sep IRA among the smaller filed plans by assets

Manzoor H. Bhatti - Sep IRA vs every filed plan by assets

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

$479,319 18th percentile higher than 18% 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

Manzoor H. Bhatti - Sep IRA among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manzoor H. Bhatti - Sep IRA is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Manzoor H. Bhatti - Sep IRA reported net income rose from -$134K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • Manzoor H. Bhatti - Sep IRA end-of-year assets rose from $441K in the plan year 2022 filing to $479K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222144807 · Manzoor H. Bhatti PY 2023 · Money Purchase

Manzoor H. Bhatti - Sep IRA · $479K · 1 · 18th

  • BOY $479K
  • SCH 1
  • EBSA 18th
  • PART Money Purchase
  • TYPE near Sunny Isle Developers LLC Money Purchase Plan
  • NET ind #2266

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Manzoor H. Bhatti - Sep IRA in the asset neighbourhood

Pro Coatings Treatments Inc. Retirement PlanPro Coatings Treatments Inc.…$486KManzoor H. Bhatti - Sep IRA$479KSunny Isle Developers LLC Money Purchase PlanSunny Isle Developers LLC Mo…$476KYaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$475KAdvanced Heart and Vascular Center Retirement PlanAdvanced Heart and Vascular …$472K
End-of-year total assets ($M) among Manzoor H. Bhatti - Sep IRA and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Manzoor H. Bhatti multi-year asset trail

Sponsor-wide plan assets over time

All Manzoor H. Bhatti plans reported in each filing year

Latest sponsor-wide plan assets
$508K 15.258636728729801% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.51M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 1 $441K
2023 1 1 $479K
2024 1 1 $508K

Manzoor H. Bhatti filing trail (2023)

Total Assets (Beginning of Year)$441K
Net Assets (End of Year)$479K
Net Income$39K
Employer EIN222144807
Plan Effective Date1978-12-04
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Manzoor H. Bhatti - Sep IRA vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Manzoor H. Bhatti - Sep IRA, Total assets ($B): 0.000479319 · Participants: 1Manzoor H. Bhatti - Sep IRATiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Manzoor H. Bhatti - Sep IRA vs. nearby Money Purchase plans in New York, assets vs. participants

Manzoor H. Bhatti - Sep IRA's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Sunny Isle Developers LLC Money Purchase Plan in VI ($476K); 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 Manzoor H. Bhatti - Sep IRA assets move in 2023?
Manzoor H. Bhatti - Sep IRA grew at a solid clip - up 8.8% during 2023, from $441K to $479K. Reported net income was $39K.
How have Manzoor H. Bhatti plan assets changed over time?
Across 3 plan years on file (2022-2024), Manzoor H. Bhatti's sponsor-wide assets grew 15.3%, from $441K to $508K.
Where does Manzoor H. Bhatti - Sep IRA rank by assets among Form 5500 filers?
Manzoor H. Bhatti - Sep IRA ranks in the 18th 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 Manzoor H. Bhatti - Sep IRA?
Among Money Purchase plans in other states, the closest by assets is Sunny Isle Developers LLC Money Purchase Plan in VI ($476K, 9 participants).
Which Money Purchase plans cover a similar participant headcount to Manzoor H. Bhatti - Sep IRA?
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K in assets).