Money Purchase · DOL Form 5500 · 2023
James Cw Moy Md Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $721,938
- Avg per participant High balance/head
Official DOL plan name: James Cw Moy-Money Purchase Plan · Sponsored by James Cw Moy Md · New York · Healthcare & Social Assistance
$1M in assets, 2 participants
James Cw Moy Md's James Cw Moy-Money Purchase Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #4,203 in Healthcare & Social Assistance (17,684 peers)
James Cw Moy Md multi-year trail
James Cw Moy Md's plans moved +59.0% in assets from 2022 to 2024; this filing shows James Cw Moy-Money Purchase Plan at $1M / 2 participants.
- #4,203
- in Healthcare & Social Assistance (17,684 peers)
- +14.1%
- assets growth YoY
James Cw Moy-Money Purchase Plan among the smaller filed plans by assets
James Cw Moy-Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,443,876 27th percentile higher than 27% 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
James Cw Moy-Money Purchase 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 Cw Moy-Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James Cw Moy-Money Purchase Plan reported net income rose from -$324K in the plan year 2022 filing to $179K in the plan year 2023 filing.
- James Cw Moy-Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132936924 · James Cw Moy Md PY 2023 · Money Purchase
James Cw Moy-Money Purchase Plan · $1M · 2 · 27th
- ASSETS $1M
- PCT 2
- EIN 27th
- RANK Money Purchase
- PHOTO near Chicago Strategy Associates, Inc.-Money Purchase Plan
- IND ind #4203
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 New York →
James Cw Moy-Money Purchase Plan in the asset neighbourhood
James Cw Moy Md multi-year asset trail
Sponsor-wide plan assets over time
All James Cw Moy Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 58.95596049932562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $4M |
| 2023 | 2 | 4 | $5M |
| 2024 | 2 | 4 | $6M |
James Cw Moy Md filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $179K |
| Employer EIN | 132936924 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
James Cw Moy-Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Chicago Strategy Associates, Inc.-Money Purchase Plan in TX ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 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 (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.