Money Purchase · DOL Form 5500 · 2023

Salisbury & Ryan LLP Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Salisbury & Ryan LLP · Sponsored by Salisbury & Ryan LLP · Florida · Professional & Technical Services

$4M in assets, 2 participants

Salisbury & Ryan LLP's Salisbury & Ryan LLP reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,589 in Professional & Technical Services (20,321 peers)

Salisbury & Ryan LLP multi-year trail

Salisbury & Ryan LLP's plans moved +81.4% in assets from 2022 to 2024; this filing shows Salisbury & Ryan LLP at $4M / 2 participants.

#7,589
in Professional & Technical Services (20,321 peers)
+42.1%
assets growth YoY

Salisbury & Ryan LLP's mid-pack asset rank among Professional & Technical Services and all filers

Salisbury & Ryan LLP vs every filed plan by assets

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

$3,944,335 40th percentile higher than 40% 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

Salisbury & Ryan LLP among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Salisbury & Ryan LLP is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Salisbury & Ryan LLP reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Salisbury & Ryan LLP reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Salisbury & Ryan LLP end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133777453 · Salisbury & Ryan LLP PY 2023 · Money Purchase

Salisbury & Ryan LLP · $4M · 2 · 40th

  • BOY $4M
  • SCH 2
  • EBSA 40th
  • PART Money Purchase
  • TYPE near Stanley G. Haas Retirement Plan
  • NET ind #7589

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 Florida →

Salisbury & Ryan LLP in the asset neighbourhood

Freeman & Bass, P.a. Employees' Retirement Plan & TrustFreeman & Bass, P.a. Employe…$4MIonia County Community Mental Health Authority 401(a) PlanIonia County Community Menta…$4MSalisbury & Ryan LLP$4MStanley G. Haas Retirement PlanStanley G. Haas Retirement P…$4MWilliam D Cook Co Inc Profit and Pension Plan 347 Wamba Ave Toledo, Oh 43607-3333William D Cook Co Inc Profit…$4M
End-of-year total assets ($M) among Salisbury & Ryan LLP and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Salisbury & Ryan LLP multi-year asset trail

Sponsor-wide plan assets over time

All Salisbury & Ryan LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 81.38845570120029% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.78M $5.04M ▲ +81.3%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 2 $4M
2024 1 2 $5M

Salisbury & Ryan LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN133777453
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Salisbury & Ryan LLP vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Salisbury & Ryan LLP, Total assets ($M): 3.944335 · Participants: 2Salisbury & Ryan LLPElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
Salisbury & Ryan LLP vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Salisbury & Ryan LLP side-by-side with 3 peers →

Salisbury & Ryan LLP's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Stanley G. Haas Retirement Plan in MN ($4M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Salisbury & Ryan LLP assets move in 2023? ▼
Salisbury & Ryan LLP surged - up 42.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Salisbury & Ryan LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Salisbury & Ryan LLP's sponsor-wide assets grew 81.4%, from $3M to $5M.
Which Money Purchase plans are similar in size to Salisbury & Ryan LLP? ▼
Among Money Purchase plans in other states, the closest by assets is Stanley G. Haas Retirement Plan in MN ($4M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Salisbury & Ryan LLP? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 133777453.

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.