Money Purchase · DOL Form 5500 · 2023
George M Dullaghan Money Purchase Plan
Data updated 2026-08-25
- $995K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $497,713
- Avg per participant High balance/head
Official DOL plan name: George M Dullaghan Money Purchase Plan · Sponsored by George M Dullaghan · Florida · Healthcare & Social Assistance
$995K in assets, 2 participants
George M Dullaghan's George M Dullaghan Money Purchase Plan reported $995K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,430 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
George M Dullaghan Money Purchase Plan holds $995K for 2 participants - about $497,713 per participant, among the smaller plans by assets on file.
- #3,430
- in Healthcare & Social Assistance (17,684 peers)
- +4.6%
- assets growth YoY
George M Dullaghan Money Purchase Plan among the smaller filed plans by assets
George M Dullaghan Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$995,426 24th percentile higher than 24% 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
George M Dullaghan 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. George M Dullaghan Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- George M Dullaghan Money Purchase Plan reported net income rose from $12K in the plan year 2022 filing to $44K in the plan year 2023 filing.
- George M Dullaghan Money Purchase Plan end-of-year assets rose from $951K in the plan year 2022 filing to $995K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 592021544 · George M Dullaghan PY 2023 · Money Purchase
George M Dullaghan Money Purchase Plan · $995K · 2 · 24th
- RANK $995K
- PHOTO 2
- IND 24th
- EOY Money Purchase
- 5500 near Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan
- ASSETS ind #3430
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 Florida →
George M Dullaghan Money Purchase Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $951K |
|---|---|
| Net Assets (End of Year) | $995K |
| Net Income | $44K |
| Employer EIN | 592021544 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George M Dullaghan)
Sponsor-wide plan assets over time
All George M Dullaghan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 4.647133997755846% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $1M |
| 2023 | 2 | 4 | $1M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
George M Dullaghan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Isv Pediatrics Psc & Juan Barrientos G Medical Services Csp Retirement Plan in PR ($992K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($995K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.