Money Purchase · DOL Form 5500 · 2023
Rowling Streeter & Partipilo PC Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $641,423
- Avg per participant High balance/head
Official DOL plan name: Rowling Streeter & Partipilo PC Employees Pension Plan & Trust · Sponsored by Rowling Streeter & Partipilo PC · Michigan · Professional & Technical Services
$6M in assets, 9 participants
Rowling Streeter & Partipilo PC's Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported $6M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,188 in Professional & Technical Services (20,321 peers)
Rowling Streeter & Partipilo PC multi-year trail
Rowling Streeter & Partipilo PC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Rowling Streeter & Partipilo PC Employees Pension Plan & Trust at $6M / 9 participants.
- #9,188
- in Professional & Technical Services (20,321 peers)
- +9.5%
- assets growth YoY
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,772,805 47th percentile higher than 47% 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
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rowling Streeter & Partipilo PC Employees Pension Plan & Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported net income rose from -$265K in the plan year 2022 filing to $498K in the plan year 2023 filing.
- Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
- Rowling Streeter & Partipilo PC Employees Pension Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 382442010 · Rowling Streeter & Partipilo PC PY 2023 · Money Purchase
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust · $6M · 9 · 47th
- PCT $6M
- PCT 9
- PCT 47th
- PCT Money Purchase
- PCT near Burn Surgeons of Saint Barnabas - Pension Plan
- PCT ind #9188
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 Michigan →
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust in the asset neighbourhood
Rowling Streeter & Partipilo PC multi-year asset trail
Sponsor-wide plan assets over time
All Rowling Streeter & Partipilo PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 21.283094120504416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $5M |
| 2023 | 1 | 9 | $6M |
| 2024 | 1 | 7 | $6M |
Rowling Streeter & Partipilo PC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $498K |
| Employer EIN | 382442010 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.4B · 31,968
- Michigan Regional Council of Carpenters' Annuity Fund $500M · 17,454
- Millwrights' Local 1102 Supplemental Pension Fund $306M · 2,267
- Operating Engineers' Local 324, Defined Contribution Pension Plan $237M · 7,464
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $226M · 1,081
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Burn Surgeons of Saint Barnabas - Pension Plan in NJ ($6M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Burn Surgeons of Saint Barnabas - Pension Plan (NJ) $6M · 2
- Defined Contribution Pension Plan for Employees of a Very Special Place, Inc. (NY) $6M · 156
- Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan (OK) $6M · 267
- Service Employees Intl Union Local 2000 Pension Fund (MO) $6M · 166
Similar participant headcount
Nearest other-state filings by covered participants (9 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.