Money Purchase · DOL Form 5500 · 2023

James C. Lisak, M.D. Money Purchase Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$195,473
Avg per participant Above avg balance/head
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Official DOL plan name: James C. Lisak, M.D. Money Purchase Keogh Plan · Sponsored by James C. Lisak, M.D. · Massachusetts · Healthcare & Social Assistance

$391K in assets, 2 participants

James C. Lisak, M.D.'s James C. Lisak, M.D. Money Purchase Keogh Plan reported $391K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,003 in Healthcare & Social Assistance (17,684 peers)

James C. Lisak, M.D. multi-year trail

James C. Lisak, M.D.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows James C. Lisak, M.D. Money Purchase Keogh Plan at $391K / 2 participants.

#2,003
in Healthcare & Social Assistance (17,684 peers)
+6.2%
assets growth YoY

James C. Lisak, M.D. Money Purchase Keogh Plan among the smaller filed plans by assets

James C. Lisak, M.D. Money Purchase Keogh Plan vs every filed plan by assets

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

$390,946 16th percentile higher than 16% 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

James C. Lisak, M.D. Money Purchase Keogh 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. James C. Lisak, M.D. Money Purchase Keogh Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James C. Lisak, M.D. Money Purchase Keogh Plan reported net income rose from $6K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • James C. Lisak, M.D. Money Purchase Keogh Plan end-of-year assets rose from $368K in the plan year 2022 filing to $391K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042965446 · James C. Lisak, M.D. PY 2023 · Money Purchase

James C. Lisak, M.D. Money Purchase Keogh Plan · $391K · 2 · 16th

  • EOY $391K
  • EOY 2
  • EOY 16th
  • EOY Money Purchase
  • EOY near Doctors Delta Ob-Gyn Group Psc Retirement Plan
  • EOY ind #2003

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 Massachusetts →

James C. Lisak, M.D. Money Purchase Keogh Plan in the asset neighbourhood

James C. Lisak, M.D. Money Purchase Keogh PlanJames C. Lisak, M.D. Money P…$391KDoctors Delta Ob-Gyn Group Psc Retirement PlanDoctors Delta Ob-Gyn Group P…$390KOrlando Gonzalez Vazquez, M.D. Retirement PlanOrlando Gonzalez Vazquez, M.…$388KLuis Manuel Dorta Hernandez Profit Sharing PlanLuis Manuel Dorta Hernandez …$388KGina Kam Wamg M.D., L.L.P. Money Purchase PlanGina Kam Wamg M.D., L.L.P. M…$385K
End-of-year total assets ($M) among James C. Lisak, M.D. Money Purchase Keogh Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

James C. Lisak, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All James C. Lisak, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$973K 11.203300051563305% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.97M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 4 $875K
2023 2 4 $920K
2024 2 4 $973K

James C. Lisak, M.D. filing trail (2023)

Total Assets (Beginning of Year)$368K
Net Assets (End of Year)$391K
Net Income$23K
Employer EIN042965446
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

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

James C. Lisak, M.D. Money Purchase Keogh Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants James C. Lisak, M.D. Money Purchase Keogh Plan, Total assets ($B): 0.000390946 · Participants: 2James C. Lisak, M.D. Money Purchase Keogh PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
James C. Lisak, M.D. Money Purchase Keogh Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare James C. Lisak, M.D. Money Purchase Keogh Plan side-by-side with 3 peers →

James C. Lisak, M.D. Money Purchase Keogh Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Doctors Delta Ob-Gyn Group Psc Retirement Plan in PR ($390K); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (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 James C. Lisak, M.D. Money Purchase Keogh Plan assets move in 2023? ▼
James C. Lisak, M.D. Money Purchase Keogh Plan grew at a solid clip - up 6.2% during 2023, from $368K to $391K. Reported net income was $23K.
How have James C. Lisak, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James C. Lisak, M.D.'s sponsor-wide assets grew 11.2%, from $875K to $973K.
Where does James C. Lisak, M.D. Money Purchase Keogh Plan rank by assets among Form 5500 filers? ▼
James C. Lisak, M.D. Money Purchase Keogh Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to James C. Lisak, M.D. Money Purchase Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Doctors Delta Ob-Gyn Group Psc Retirement Plan in PR ($390K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to James C. Lisak, M.D. Money Purchase Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (2 participants, $6M 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 042965446.

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.