Money Purchase · DOL Form 5500 · 2023

Appraisal Resource Group Inc Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$837,578
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Appraisal Resource Group Inc Money Purchase Plan · Sponsored by Appraisal Resource Group Inc · Wisconsin · Real Estate

$3M in assets, 4 participants

Appraisal Resource Group Inc's Appraisal Resource Group Inc Money Purchase Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,708 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Appraisal Resource Group Inc Money Purchase Plan ranks #2,708 of 4,727 2023 filers by assets (775% of the sector average)-$3M for 4 participants.

#2,708
in Real Estate (4,727 peers)
+12.1%
assets growth YoY

Appraisal Resource Group Inc Money Purchase Plan's mid-pack asset rank among Real Estate and all filers

Appraisal Resource Group Inc Money Purchase Plan vs every filed plan by assets

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

$3,350,310 37th percentile higher than 37% 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

Appraisal Resource Group 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. Appraisal Resource Group Inc Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appraisal Resource Group Inc Money Purchase Plan reported net income rose from -$79K in the plan year 2022 filing to $361K in the plan year 2023 filing.
  • Appraisal Resource Group Inc Money Purchase Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391705291 · Appraisal Resource Group Inc PY 2023 · Money Purchase

Appraisal Resource Group Inc Money Purchase Plan · $3M · 4 · 37th

  • ASSETS $3M
  • ASSETS 4
  • ASSETS 37th
  • ASSETS Money Purchase
  • ASSETS near Joel B. Rudin Mp/Ps Plan
  • ASSETS ind #2708

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 Real Estate retirement plans → · Plans in Wisconsin →

Appraisal Resource Group Inc Money Purchase Plan in the asset neighbourhood

Employee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3MAppraisal Resource Group Inc Money Purchase PlanAppraisal Resource Group Inc…$3MJoel B. Rudin Mp/Ps Plan$3MThomas E Hood Employer Pension Plan and TrustThomas E Hood Employer Pensi…$3MEmmanuel F. Troulakis Md Retirement PlanEmmanuel F. Troulakis Md Ret…$3M
End-of-year total assets ($M) among Appraisal Resource Group Inc Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$361K
Employer EIN391705291
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appraisal Resource Group Inc)

Sponsor-wide plan assets over time

All Appraisal Resource Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.48367988855635% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.99M $3.72M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Nearby Money Purchase Plans in Wisconsin

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

Appraisal Resource Group Inc Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Appraisal Resource Group Inc Money Purchase Plan, Total assets ($B): 0.00335031 · Participants: 4Appraisal Resource Group Inc Money Purchase PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Appraisal Resource Group Inc Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Appraisal Resource Group Inc Money Purchase Plan side-by-side with 3 peers →

Appraisal Resource Group Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Joel B. Rudin Mp/Ps Plan in NY ($3M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Appraisal Resource Group Inc Money Purchase Plan assets move in 2023? ▼
Appraisal Resource Group Inc Money Purchase Plan grew at a solid clip - up 12.1% during 2023, from $3M to $3M. Reported net income was $361K.
How have Appraisal Resource Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appraisal Resource Group Inc's sponsor-wide assets grew 24.5%, from $3M to $4M.
Which Money Purchase plans are similar in size to Appraisal Resource Group Inc Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joel B. Rudin Mp/Ps Plan in NY ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Appraisal Resource Group Inc Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 391705291.

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.