Money Purchase · DOL Form 5500 · 2023
The Rehabilitation Institute PLLC Qualified Retirement Plan Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $454,717
- Avg per participant High balance/head
Official DOL plan name: The Rehabilitation Institute PLLC Qualified Retirement Plan · Sponsored by The Rehabilitation Institute PLLC Qualified Retirement Plan · Kentucky · Healthcare & Social Assistance
$1M in assets, 3 participants
The Rehabilitation Institute PLLC Qualified Retirement Plan's The Rehabilitation Institute PLLC Qualified Retirement Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,053 in Healthcare & Social Assistance (17,684 peers)
The Rehabilitation Institute PLLC Qualified Retirement Plan multi-year trail
The Rehabilitation Institute PLLC Qualified Retirement Plan's plans moved +16.5% in assets from 2022 to 2024; this filing shows The Rehabilitation Institute PLLC Qualified Retirement Plan at $1M / 3 participants.
- #4,053
- in Healthcare & Social Assistance (17,684 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rehabilitation Institute PLLC Qualified Retirement Plan among the smaller filed plans by assets
The Rehabilitation Institute PLLC Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,364,150 26th percentile higher than 26% 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
The Rehabilitation Institute PLLC Qualified Retirement 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. The Rehabilitation Institute PLLC Qualified Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rehabilitation Institute PLLC Qualified Retirement Plan reported net income rose from -$304K in the plan year 2022 filing to -$39K in the plan year 2023 filing.
- The Rehabilitation Institute PLLC Qualified Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 611396390 · The Rehabilitation Institute PLLC Qualified Retirement Plan PY 2023 · Money Purchase
The Rehabilitation Institute PLLC Qualified Retirement Plan · $1M · 3 · 26th
- RANK $1M
- RANK 3
- RANK 26th
- RANK Money Purchase
- RANK near Athihalli Nagaraj Money Purchase Plan & Trust
- RANK ind #4053
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
The Rehabilitation Institute PLLC Qualified Retirement Plan in the asset neighbourhood
The Rehabilitation Institute PLLC Qualified Retirement Plan multi-year asset trail
Sponsor-wide plan assets over time
All The Rehabilitation Institute PLLC Qualified Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 16.54887826679322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $2M |
The Rehabilitation Institute PLLC Qualified Retirement Plan filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$39K |
| Employer EIN | 611396390 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.2B · 2,143
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 577 Annuity Plan $20M · 344
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
The Rehabilitation Institute PLLC Qualified Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Athihalli Nagaraj Money Purchase Plan & Trust in IL ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.