Money Purchase · DOL Form 5500 · 2023

John J. Lease, Jr. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: John J. Lease, Jr. Money Purchase Pension Plan · Sponsored by John J. Lease, Jr. · New York · Real Estate

$1M in assets, 1 participants

John J. Lease, Jr.'s John J. Lease, Jr. Money Purchase Pension Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,012 in Real Estate (4,727 peers)

What the 2023 filing shows

John J. Lease, Jr. Money Purchase Pension Plan holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#2,012
in Real Estate (4,727 peers)
+1.5%
assets growth YoY

John J. Lease, Jr. Money Purchase Pension Plan among the smaller filed plans by assets

John J. Lease, Jr. Money Purchase Pension Plan vs every filed plan by assets

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

$1,161,273 25th percentile higher than 25% 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

John J. Lease, Jr. 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. John J. Lease, Jr. Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John J. Lease, Jr. Money Purchase Pension Plan reported net income rose from -$348K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • John J. Lease, Jr. Money Purchase Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141590507 · John J. Lease, Jr. PY 2023 · Money Purchase

John J. Lease, Jr. Money Purchase Pension Plan · $1M · 1 · 25th

  • VS-ST $1M
  • VS-ST 1
  • VS-ST 25th
  • VS-ST Money Purchase
  • VS-ST near Scandpower Inc
  • VS-ST ind #2012

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 New York →

John J. Lease, Jr. Money Purchase Pension Plan in the asset neighbourhood

Mill End Fabrics, Inc. Money Purchase Pension PlanMill End Fabrics, Inc. Money…$1MRetirement Plan of Richard a. Mellon Separate Trust No. 2Retirement Plan of Richard a…$1MHector Ramos Fuentes Retirement PlanHector Ramos Fuentes Retirem…$1MJohn J. Lease, Jr. Money Purchase Pension PlanJohn J. Lease, Jr. Money Pur…$1MScandpower Inc$1M
End-of-year total assets ($M) among John J. Lease, Jr. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$17K
Employer EIN141590507
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John J. Lease, Jr.)

Sponsor-wide plan assets over time

All John J. Lease, Jr. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 N/A

Nearby Money Purchase Plans in New York

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

John J. Lease, Jr. Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants John J. Lease, Jr. Money Purchase Pension Plan, Total assets ($B): 0.001161273 · Participants: 1John J. Lease, Jr. Money Purchase Pension PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
John J. Lease, Jr. Money Purchase Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare John J. Lease, Jr. Money Purchase Pension Plan side-by-side with 3 peers →

John J. Lease, Jr. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Scandpower Inc in TX ($1M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 John J. Lease, Jr. Money Purchase Pension Plan assets move in 2023? ▼
John J. Lease, Jr. Money Purchase Pension Plan edged up modestly - up 1.5% during 2023, from $1M to $1M. Reported net income was $17K.
Where does John J. Lease, Jr. Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
John J. Lease, Jr. Money Purchase Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to John J. Lease, Jr. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Scandpower Inc in TX ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to John J. Lease, Jr. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 141590507.

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.