Money Purchase · DOL Form 5500 · 2023
Hylton S Petit Jr Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $530,675
- Avg per participant High balance/head
Official DOL plan name: Hylton S Petit Jr Money Purchase Plan · Sponsored by Hylton S Petit Jr · Louisiana · Finance & Insurance
$2M in assets, 3 participants
Hylton S Petit Jr's Hylton S Petit Jr Money Purchase Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #1,661 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Hylton S Petit Jr Money Purchase Plan holds $2M for 3 participants - about $530,675 per participant, in the lower half of filed plans by assets.
- #1,661
- in Finance & Insurance (8,869 peers)
- +2.8%
- assets growth YoY
Hylton S Petit Jr Money Purchase Plan among the smaller filed plans by assets
Hylton S Petit Jr Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,592,024 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hylton S Petit Jr 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. Hylton S Petit Jr 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
- Hylton S Petit Jr Money Purchase Plan reported net income rose from $29K in the plan year 2022 filing to $43K in the plan year 2023 filing.
- Hylton S Petit Jr Money Purchase Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720760840 · Hylton S Petit Jr PY 2023 · Money Purchase
Hylton S Petit Jr Money Purchase Plan · $2M · 3 · 28th
- EIN $2M
- EIN 3
- EIN 28th
- EIN Money Purchase
- EIN near Mmv Internal Medicine Psc Retirement Plan
- EIN ind #1661
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 Louisiana →
Hylton S Petit Jr Money Purchase Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $43K |
| Employer EIN | 720760840 |
| Plan Effective Date | 1979-12-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hylton S Petit Jr)
Sponsor-wide plan assets over time
All Hylton S Petit Jr plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.686880065588375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Money Purchase Plans in Louisiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Atlas Retirement Plan $5M · 13
- Ray L Vaughn $2M · 4
- Troy R Keller Aplc Profit Sharing Plan $2M · 3
- Purnachandra Yerneni Md Keogh Profit Sharing $1M · 2
- Cbd Docusource Profit Sharing Plan $1M · 6
Hylton S Petit Jr Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Louisiana, the nearest Money Purchase by assets is Mmv Internal Medicine Psc Retirement Plan in PR ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Michelle Kwan Money Purchase Plan (CA) 3 · 0 off
- The Ms Group Money Purchase Plan and Trust (MS) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.