Money Purchase · DOL Form 5500 · 2023
Lake Country Area Agency on Aging Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $19,830
- Avg per participant Low balance/head
Official DOL plan name: Lake Country Area Agency on Aging Inc Tsa Plan · Sponsored by Lake Country Area Agency on Aging · Virginia · Healthcare & Social Assistance
$1M in assets, 55 participants
Lake Country Area Agency on Aging's Lake Country Area Agency on Aging Inc Tsa Plan reported $1M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,602 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Lake Country Area Agency on Aging Inc Tsa Plan grew at a solid clip 9.9% in 2023 ($992K → $1M) for 55 participants.
- #3,602
- in Healthcare & Social Assistance (17,684 peers)
- +9.9%
- assets growth YoY
Lake Country Area Agency on Aging Inc Tsa Plan among the smaller filed plans by assets
Lake Country Area Agency on Aging Inc Tsa Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,090,630 24th percentile higher than 24% 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
Lake Country Area Agency on Aging Inc Tsa Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Country Area Agency on Aging Inc Tsa Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lake Country Area Agency on Aging Inc Tsa Plan reported net income rose from -$157K in the plan year 2022 filing to $96K in the plan year 2023 filing.
- Lake Country Area Agency on Aging Inc Tsa Plan reported participants rose from 50 in the plan year 2022 filing to 55 in the plan year 2023 filing.
- Lake Country Area Agency on Aging Inc Tsa Plan end-of-year assets rose from $992K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 541506078 · Lake Country Area Agency on Aging PY 2023 · Money Purchase
Lake Country Area Agency on Aging Inc Tsa Plan · $1M · 55 · 24th
- EBSA $1M
- EBSA 55
- EBSA 24th
- EBSA Money Purchase
- EBSA near IRA Fbo Mohammed Ejaz Qureshi
- EBSA ind #3602
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 Virginia →
Lake Country Area Agency on Aging Inc Tsa Plan in the asset neighbourhood
Lake Country Area Agency on Aging years around the 2023 move
Sponsor-wide plan assets over time
All Lake Country Area Agency on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.923370218701779% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $992K |
| 2023 | 1 | 55 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $992K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $96K |
| Employer EIN | 541506078 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
Lake Country Area Agency on Aging Inc Tsa Plan's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is IRA Fbo Mohammed Ejaz Qureshi in NY ($1M); by covered participants it is LP Transportation, Inc. Money Purchase Pension Plan for Non Union Employees in NY (55 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 (55 participants); asset peers above are excluded.
- LP Transportation, Inc. Money Purchase Pension Plan for Non Union Employees (NY) 55 · 0 off
- Resources for the Future, Inc. 401(a) Retirement (DC) 55 · 0 off
- IBEW Local 1245 Money Purchase Pension Plan (CA) 54 · 1 off
- The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1 (AZ) 56 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.