Money Purchase · DOL Form 5500 · 2023

Chapter 13 Office Brandi L. Richardson Tte Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
37th
Percentile by assets National rank
$269,605
Avg per participant High balance/head
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Official DOL plan name: Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · Sponsored by Chapter 13 Office Brandi L. Richardson Tte · North Carolina · Professional & Technical Services

$3M in assets, 12 participants

Chapter 13 Office Brandi L. Richardson Tte's Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) reported $3M in total assets and 12 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.

  • #6,859 in Professional & Technical Services (20,321 peers)

2023 asset change

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) grew at a solid clip 9.6% in 2023 ($3M → $3M) for 12 participants.

#6,859
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s mid-pack asset rank among Professional & Technical Services and all filers

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs every filed plan by assets

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

$3,235,258 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

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) is a small filing (12 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 462261984 · Chapter 13 Office Brandi L. Richardson Tte PY 2023 · Money Purchase

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · $3M · 12 · 37th

  • IND $3M
  • IND 12
  • IND 37th
  • IND Money Purchase
  • IND near Robert H Clark Inc Money Purchase Pension Plan & T
  • IND ind #6859

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 North Carolina →

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) in the asset neighbourhood

American Funds Basic Money Purchase Pension Plan for Boxing Cat FilmsAmerican Funds Basic Money P…$3MRetirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Retirement Trust of Middle D…$3MRobert H Clark Inc Money Purchase Pension Plan & TRobert H Clark Inc Money Pur…$3MJoe I Askar Profit Sharing PlanJoe I Askar Profit Sharing P…$3MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$3M
End-of-year total assets ($M) among Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Chapter 13 Office Brandi L. Richardson Tte years around the 2023 move

Sponsor-wide plan assets over time

All Chapter 13 Office Brandi L. Richardson Tte plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.225943031436751% vs 2023
2024 filing year
$3.15M$3.2M$3.25M 20232024 $3.24M $3.16M ▼ -2.5%
Year Plans Participants Total Assets
2023 1 12 $3M
2024 1 10 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$283K
Employer EIN462261984
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem), Total assets ($M): 3.235258 · Participants: 12Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Money Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) side-by-side with 3 peers →

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Robert H Clark Inc Money Purchase Pension Plan & T in TX ($3M); by covered participants it is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) assets move in 2023? ▼
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) grew at a solid clip - up 9.6% during 2023, from $3M to $3M. Reported net income was $283K.
How have Chapter 13 Office Brandi L. Richardson Tte plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Chapter 13 Office Brandi L. Richardson Tte's sponsor-wide assets declined 2.2%, from $3M to $3M.
Which Money Purchase plans are similar in size to Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)? ▼
Among Money Purchase plans in other states, the closest by assets is Robert H Clark Inc Money Purchase Pension Plan & T in TX ($3M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)? ▼
Among Money Purchase plans in other states, the closest by covered participants is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR (12 participants, $947K 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 462261984.

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.