Money Purchase · DOL Form 5500 · 2023
W. Clark Washington, P.C. Money Purchase Plan
Data updated 2026-08-25
- $237K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $236,500
- Avg per participant Above avg balance/head
Official DOL plan name: W. Clark Washington, P.C., Money Purchase Pension Plan · Sponsored by W. Clark Washington, P.C. · Tennessee · Professional & Technical Services
$237K in assets, 1 participants
W. Clark Washington, P.C.'s W. Clark Washington, P.C., Money Purchase Pension Plan reported $237K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #1,867 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
W. Clark Washington, P.C., Money Purchase Pension Plan holds $237K for 1 participant - about $236,500 per participant, among the smaller plans by assets on file.
- #1,867
- in Professional & Technical Services (20,321 peers)
- +0.7%
- assets growth YoY
W. Clark Washington, P.C., Money Purchase Pension Plan among the smaller filed plans by assets
W. Clark Washington, P.C., Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$236,500 12th percentile higher than 12% 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
W. Clark Washington, P.C., Money Purchase Pension 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. W. Clark Washington, P.C., Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W. Clark Washington, P.C., Money Purchase Pension Plan reported net income rose from -$6K in the plan year 2022 filing to $2K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621496001 · W. Clark Washington, P.C. PY 2023 · Money Purchase
W. Clark Washington, P.C., Money Purchase Pension Plan · $237K · 1 · 12th
- EOY $237K
- EOY 1
- EOY 12th
- EOY Money Purchase
- EOY near Efren R. Badia Cabrera Retirement Plan
- EOY ind #1867
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 Tennessee →
W. Clark Washington, P.C., Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $235K |
|---|---|
| Net Assets (End of Year) | $237K |
| Net Income | $2K |
| Employer EIN | 621496001 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W. Clark Washington, P.C.)
Sponsor-wide plan assets over time
All W. Clark Washington, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $596K 1.434888547964985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $587K |
| 2023 | 2 | 2 | $591K |
| 2024 | 2 | 2 | $596K |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.9B · 11,228
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $379M · 2,004
- U. a. Local Union No. 614 Pension Plan $196M · 1,248
- Midwest Pipe Trades Retirement Plan $190M · 1,501
- IBEW Local Union No. 915 Pension-Annuity Fund $98M · 1,819
W. Clark Washington, P.C., Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Efren R. Badia Cabrera Retirement Plan in PR ($234K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($237K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.