Money Purchase · DOL Form 5500 · 2023

Ray L Vaughn Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$488,763
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ray L Vaughn · Sponsored by Ray L Vaughn · Louisiana · Finance & Insurance

$2M in assets, 4 participants

Ray L Vaughn's Ray L Vaughn reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,813 in Finance & Insurance (8,869 peers)

Ray L Vaughn multi-year trail

Ray L Vaughn's plans moved -26.1% in assets from 2022 to 2024; this filing shows Ray L Vaughn at $2M / 4 participants.

#1,813
in Finance & Insurance (8,869 peers)
+0.9%
assets growth YoY

Ray L Vaughn among the smaller filed plans by assets

Ray L Vaughn vs every filed plan by assets

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

$1,955,051 30th percentile higher than 30% 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

Ray L Vaughn among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ray L Vaughn is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ray L Vaughn reported net income fell from $44K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Ray L Vaughn reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720549099 · Ray L Vaughn PY 2023 · Money Purchase

Ray L Vaughn · $2M · 4 · 30th

  • RANK $2M
  • RANK 4
  • RANK 30th
  • RANK Money Purchase
  • RANK near Anderson Wood Products Company Money Purchase Pension Plan
  • RANK ind #1813

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 Finance & Insurance retirement plans → · Plans in Louisiana →

Ray L Vaughn in the asset neighbourhood

Fairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2MData Management Consultants Retirement FundData Management Consultants …$2MRay L Vaughn$2MAnderson Wood Products Company Money Purchase Pension PlanAnderson Wood Products Compa…$2MU.S. Trackworks, LLC Money Purchase Pension PlanU.S. Trackworks, LLC Money P…$2M
End-of-year total assets ($M) among Ray L Vaughn and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ray L Vaughn multi-year asset trail

Sponsor-wide plan assets over time

All Ray L Vaughn plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.100394748182243% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.94M $1.43M ▼ -26.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 5 $1M

Ray L Vaughn filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$17K
Employer EIN720549099
Plan Effective Date1982-12-28
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Louisiana

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

Ray L Vaughn vs. nearby Money Purchase plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 051015 012345 Total assets ($M) Participants Ray L Vaughn, Total assets ($M): 1.955051 · Participants: 4Ray L VaughnAtlas Retirement Plan, Total assets ($M): 4.800358 · Participants: 13Atlas Retirement PlanHylton S Petit Jr Money Purchase Plan, Total assets ($M): 1.592024 · Participants: 3Hylton S Petit Jr Money Purchase PlanTroy R Keller Aplc Profit Sharing Plan, Total assets ($M): 1.577927 · Participants: 3Troy R Keller Aplc Profit Sharing PlanPurnachandra Yerneni Md Keogh Profit Sharing, Total assets ($M): 1.394588 · Participants: 2Purnachandra Yerneni Md Keogh Profit SharingCbd Docusource Profit Sharing Plan, Total assets ($M): 1.14878 · Participants: 6Cbd Docusource Profit Sharing Plan
Ray L Vaughn vs. nearby Money Purchase plans in Louisiana, assets vs. participants

Ray L Vaughn's out-of-state Money Purchase peers by assets and headcount

Outside Louisiana, the nearest Money Purchase by assets is Anderson Wood Products Company Money Purchase Pension Plan in KY ($2M); by covered participants it is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ray L Vaughn assets move in 2023?
Ray L Vaughn held essentially flat - up 0.9% during 2023, from $2M to $2M. Reported net income was $17K.
How have Ray L Vaughn plan assets changed over time?
Across 3 plan years on file (2022-2024), Ray L Vaughn's sponsor-wide assets declined 26.1%, from $2M to $1M.
Which Money Purchase plans are similar in size to Ray L Vaughn?
Among Money Purchase plans in other states, the closest by assets is Anderson Wood Products Company Money Purchase Pension Plan in KY ($2M, 81 participants).
Which Money Purchase plans cover a similar participant headcount to Ray L Vaughn?
Among Money Purchase plans in other states, the closest by covered participants is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY (4 participants, $2M in assets).