Money Purchase · DOL Form 5500 · 2023

Chicago Strategy Associates, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$481,165
Avg per participant High balance/head
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Official DOL plan name: Chicago Strategy Associates, Inc.-Money Purchase Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services

$1M in assets, 3 participants

Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-Money Purchase Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,578 in Professional & Technical Services (20,321 peers)

Chicago Strategy Associates, Inc. multi-year trail

Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Money Purchase Plan at $1M / 3 participants.

#4,578
in Professional & Technical Services (20,321 peers)
+19.1%
assets growth YoY

Chicago Strategy Associates, Inc.-Money Purchase Plan among the smaller filed plans by assets

Chicago Strategy Associates, Inc.-Money Purchase Plan vs every filed plan by assets

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

$1,443,494 27th percentile higher than 27% 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

Chicago Strategy Associates, Inc.-Money Purchase 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. Chicago Strategy Associates, Inc.-Money Purchase Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chicago Strategy Associates, Inc.-Money Purchase Plan reported net income rose from -$246K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Chicago Strategy Associates, Inc.-Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363818387 · Chicago Strategy Associates, Inc. PY 2023 · Money Purchase

Chicago Strategy Associates, Inc.-Money Purchase Plan · $1M · 3 · 27th

  • EBSA $1M
  • EBSA 3
  • EBSA 27th
  • EBSA Money Purchase
  • EBSA near James Cw Moy-Money Purchase Plan
  • EBSA ind #4578

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 Texas →

Chicago Strategy Associates, Inc.-Money Purchase Plan in the asset neighbourhood

Geoffrey G. Hallock Money Purchase Pension PlanGeoffrey G. Hallock Money Pu…$1MChicago Strategy Associates, Inc.-Money Purchase PlanChicago Strategy Associates,…$1MJames Cw Moy-Money Purchase PlanJames Cw Moy-Money Purchase …$1MAtef Tawadros, D.D.S., Hr-10 Profit Sharing PlanAtef Tawadros, D.D.S., Hr-10…$1MConrado William Asenjo Mayoral Md Retirement PlanConrado William Asenjo Mayor…$1M
End-of-year total assets ($M) among Chicago Strategy Associates, Inc.-Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Chicago Strategy Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chicago Strategy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.95119764876541% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.64M $3.83M ▲ +45.1%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $4M

Chicago Strategy Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$232K
Employer EIN363818387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

Chicago Strategy Associates, Inc.-Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Chicago Strategy Associates, Inc.-Money Purchase Plan, Total assets ($B): 0.001443494 · Participants: 3Chicago Strategy Associates, Inc.-Money Purchase PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Chicago Strategy Associates, Inc.-Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Chicago Strategy Associates, Inc.-Money Purchase Plan side-by-side with 3 peers →

Chicago Strategy Associates, Inc.-Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is James Cw Moy-Money Purchase Plan in NY ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Chicago Strategy Associates, Inc.-Money Purchase Plan assets move in 2023? ▼
Chicago Strategy Associates, Inc.-Money Purchase Plan grew sharply - up 19.1% during 2023, from $1M to $1M. Reported net income was $232K.
How have Chicago Strategy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chicago Strategy Associates, Inc.'s sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Money Purchase plans are similar in size to Chicago Strategy Associates, Inc.-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is James Cw Moy-Money Purchase Plan in NY ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Chicago Strategy Associates, Inc.-Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 363818387.

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.