Money Purchase · DOL Form 5500 · 2023

Fitzsimons Law Group Ltd Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$740,452
Avg per participant High balance/head
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Official DOL plan name: Fitzsimons Law Group, Ltd Money Purchase Pension Plan · Sponsored by Fitzsimons Law Group Ltd · Illinois · Professional & Technical Services

$2M in assets, 3 participants

Fitzsimons Law Group Ltd's Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,656 in Professional & Technical Services (20,321 peers)

Fitzsimons Law Group Ltd multi-year trail

Fitzsimons Law Group Ltd's plans moved +39.3% in assets from 2022 to 2024; this filing shows Fitzsimons Law Group, Ltd Money Purchase Pension Plan at $2M / 3 participants.

#5,656
in Professional & Technical Services (20,321 peers)
+21.6%
assets growth YoY

Fitzsimons Law Group, Ltd Money Purchase Pension Plan among the smaller filed plans by assets

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs every filed plan by assets

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

$2,221,355 32nd percentile higher than 32% 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

Fitzsimons Law Group, Ltd Money Purchase Pension 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. Fitzsimons Law Group, Ltd Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported net income rose from -$331K in the plan year 2022 filing to $394K in the plan year 2023 filing.
  • Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Fitzsimons Law Group, Ltd Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461531828 · Fitzsimons Law Group Ltd PY 2023 · Money Purchase

Fitzsimons Law Group, Ltd Money Purchase Pension Plan · $2M · 3 · 32nd

  • EIN $2M
  • EIN 3
  • EIN 32nd
  • EIN Money Purchase
  • EIN near Operative Plasterers & Cement Masons Loc 599 Rt Pl
  • EIN ind #5656

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 Illinois →

Fitzsimons Law Group, Ltd Money Purchase Pension Plan in the asset neighbourhood

Windes, Inc. Money Purchase Pension Plan IIIWindes, Inc. Money Purchase …$2MFitzsimons Law Group, Ltd Money Purchase Pension PlanFitzsimons Law Group, Ltd Mo…$2MOperative Plasterers & Cement Masons Loc 599 Rt PlOperative Plasterers & Cemen…$2MErnie Z. Park, Inc. Money Purchase Pension PlanErnie Z. Park, Inc. Money Pu…$2MCreative Data System, Inc$2M
End-of-year total assets ($M) among Fitzsimons Law Group, Ltd Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Fitzsimons Law Group Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Fitzsimons Law Group Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.338582177281474% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.55M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $3M

Fitzsimons Law Group Ltd filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$394K
Employer EIN461531828
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Fitzsimons Law Group, Ltd Money Purchase Pension Plan, Total assets ($M): 2.221355 · Participants: 3Fitzsimons Law Group, Ltd Money Purchase Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Fitzsimons Law Group, Ltd Money Purchase Pension Plan side-by-side with 3 peers →

Fitzsimons Law Group, Ltd Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Operative Plasterers & Cement Masons Loc 599 Rt Pl in WI ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Fitzsimons Law Group, Ltd Money Purchase Pension Plan assets move in 2023? ▼
Fitzsimons Law Group, Ltd Money Purchase Pension Plan grew sharply - up 21.6% during 2023, from $2M to $2M. Reported net income was $394K.
How have Fitzsimons Law Group Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitzsimons Law Group Ltd's sponsor-wide assets grew 39.3%, from $2M to $3M.
Which Money Purchase plans are similar in size to Fitzsimons Law Group, Ltd Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Operative Plasterers & Cement Masons Loc 599 Rt Pl in WI ($2M, 157 participants).
Which Money Purchase plans cover a similar participant headcount to Fitzsimons Law Group, Ltd Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 461531828.

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.