Money Purchase · DOL Form 5500 · 2023
Mandava Associates, LLC Money Purchase Plan
Data updated 2026-08-25
- $18K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $17,747
- Avg per participant Low balance/head
Official DOL plan name: Mandava Associates/ Money Purchase Plan · Sponsored by Mandava Associates, LLC · Maryland · Professional & Technical Services
$18K in assets, 1 participants
Mandava Associates, LLC's Mandava Associates/ Money Purchase Plan reported $18K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #369 in Professional & Technical Services (20,321 peers)
Mandava Associates, LLC multi-year trail
Mandava Associates, LLC's plans moved -92.3% in assets from 2022 to 2024; this filing shows Mandava Associates/ Money Purchase Plan at $18K / 1 participant.
- #369
- in Professional & Technical Services (20,321 peers)
- -94.7%
- assets change YoY
The plan reported a net loss of $319K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mandava Associates/ Money Purchase Plan among the smaller filed plans by assets
Mandava Associates/ Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,747 2nd percentile higher than 2% 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
Mandava Associates/ 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. Mandava Associates/ Money Purchase Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mandava Associates/ Money Purchase Plan reported net income fell from -$78K in the plan year 2022 filing to -$319K in the plan year 2023 filing.
- Mandava Associates/ Money Purchase Plan end-of-year assets fell from $337K in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Mandava Associates/ Money Purchase Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
DOL schedule card
Filing strip 571233025 · Mandava Associates, LLC PY 2023 · Money Purchase
Mandava Associates/ Money Purchase Plan · $18K · 1 · 2nd
- IND $18K
- EOY 1
- 5500 2nd
- ASSETS Money Purchase
- PCT near Karen M Burns - Books and People Ps Keough
- EIN ind #369
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 Maryland →
Mandava Associates/ Money Purchase Plan in the asset neighbourhood
Mandava Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Mandava Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $62K 92.29335596635546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $800K |
| 2023 | 2 | 2 | $41K |
| 2024 | 2 | 2 | $62K |
Mandava Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $337K |
|---|---|
| Net Assets (End of Year) | $18K |
| Net Income | -$319K |
| Employer EIN | 571233025 |
| Plan Effective Date | 1987-12-29 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $15.8B · 84,425
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.7B · 7,852
- Meba Pension Trust-Money Purchase Benefit Plan $270M · 2,948
- Seafarers Money Purchase Pension Plan $155M · 7,644
- Defined Contribution Plan for the Employees of the American Institute of Physics $131M · 230
Mandava Associates/ Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Karen M Burns - Books and People Ps Keough in MA ($17K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18K here).
- Karen M Burns - Books and People Ps Keough (MA) $17K · N/A
- Iceberg Frappes Retirement Plan (PR) $17K · 1
- Money Purchase Plan (NY) $17K · N/A
- Rio Doce America Pension Plan (NJ) $16K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.