Money Purchase · DOL Form 5500 · 2023

Robert Farron Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$741,035
Avg per participant High balance/head
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Official DOL plan name: Robert Farron Money Purchase Plan · Sponsored by Robert Farron · New York · Healthcare & Social Assistance

$4M in assets, 5 participants

Robert Farron's Robert Farron Money Purchase Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,268 in Healthcare & Social Assistance (17,684 peers)

Robert Farron multi-year trail

Robert Farron's plans moved +12.8% in assets from 2022 to 2023; this filing shows Robert Farron Money Purchase Plan at $4M / 5 participants.

#7,268
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Robert Farron Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert Farron Money Purchase Plan vs every filed plan by assets

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

$3,705,174 39th percentile higher than 39% 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

Robert Farron 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. Robert Farron Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Farron Money Purchase Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Robert Farron Money Purchase Plan reported net income fell from $540K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Robert Farron Money Purchase Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 116222765 · Robert Farron PY 2023 · Money Purchase

Robert Farron Money Purchase Plan · $4M · 5 · 39th

  • SCH $4M
  • EBSA 5
  • PART 39th
  • TYPE Money Purchase
  • NET near Mark M. Glickman Cpa Psp Part Qrp
  • BOOK ind #7268

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 →

Robert Farron Money Purchase Plan in the asset neighbourhood

Juan B Espinosa Md PA Amended and Restated Pension PlanJuan B Espinosa Md PA Amende…$4MRobert Farron Money Purchase PlanRobert Farron Money Purchase…$4MMark M. Glickman Cpa Psp Part QrpMark M. Glickman Cpa Psp Par…$4MDefined Contribution Pension Plan for Employees of Attic Correctional Services, Inc.Defined Contribution Pension…$4MMichelle Kwan Money Purchase PlanMichelle Kwan Money Purchase…$4M
End-of-year total assets ($M) among Robert Farron Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Robert Farron multi-year asset trail

Sponsor-wide plan assets over time

All Robert Farron plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.778600283926957% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M 20222023 $3.29M $3.71M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 5 $4M

Robert Farron filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$420K
Employer EIN116222765
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Robert Farron Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Robert Farron Money Purchase Plan, Total assets ($B): 0.003705174 · Participants: 5Robert Farron Money Purchase PlanTiaa 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
Robert Farron Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Robert Farron Money Purchase Plan side-by-side with 3 peers →

Robert Farron Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Mark M. Glickman Cpa Psp Part Qrp in CA ($4M); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Robert Farron Money Purchase Plan assets move in 2023? ▼
Robert Farron Money Purchase Plan grew at a solid clip - up 12.8% during 2023, from $3M to $4M. Reported net income was $420K.
How have Robert Farron plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert Farron's sponsor-wide assets grew 12.8%, from $3M to $4M.
Which Money Purchase plans are similar in size to Robert Farron Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mark M. Glickman Cpa Psp Part Qrp in CA ($4M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Robert Farron Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 116222765.

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.