Money Purchase · DOL Form 5500 · 2023

Ratliff Cpa Firm PC Money Purchase Plan

Data updated 2026-08-25

$234K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$77,876
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ratliff Cpa Retirement Plan · Sponsored by Ratliff Cpa Firm PC · South Carolina · Professional & Technical Services

$234K in assets, 3 participants

Ratliff Cpa Firm PC's Ratliff Cpa Retirement Plan reported $234K in total assets and 3 participants 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.

  • #1,854 in Professional & Technical Services (20,321 peers)

Ratliff Cpa Firm PC multi-year trail

Ratliff Cpa Firm PC's plans moved +21.7% in assets from 2022 to 2023; this filing shows Ratliff Cpa Retirement Plan at $234K / 3 participants.

#1,854
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Ratliff Cpa Retirement Plan among the smaller filed plans by assets

Ratliff Cpa Retirement Plan vs every filed plan by assets

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

$233,628 12th percentile higher than 12% 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

Ratliff Cpa Retirement 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. Ratliff Cpa Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ratliff Cpa Retirement Plan reported net income rose from -$50K in the plan year 2022 filing to $42K in the plan year 2023 filing.
  • Ratliff Cpa Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Ratliff Cpa Retirement Plan end-of-year assets rose from $192K in the plan year 2022 filing to $234K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811576496 · Ratliff Cpa Firm PC PY 2023 · Money Purchase

Ratliff Cpa Retirement Plan · $234K · 3 · 12th

  • EOY $234K
  • EOY 3
  • EOY 12th
  • EOY Money Purchase
  • EOY near Retirement Plan of Constance B. Mellon 1965 Trust
  • EOY ind #1854

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 South Carolina →

Ratliff Cpa Retirement Plan in the asset neighbourhood

W. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$237KRatliff Cpa Retirement Plan$234KRetirement Plan of Constance B. Mellon 1965 TrustRetirement Plan of Constance…$234KEfren R. Badia Cabrera Retirement PlanEfren R. Badia Cabrera Retir…$234KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$230K
End-of-year total assets ($M) among Ratliff Cpa Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ratliff Cpa Firm PC multi-year asset trail

Sponsor-wide plan assets over time

All Ratliff Cpa Firm PC plans reported in each filing year

Latest sponsor-wide plan assets
$234K 21.66730895418233% vs 2022
2023 filing year
$0.18M$0.2M$0.22M$0.24M 20222023 $0.19M $0.23M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 5 $192K
2023 2 6 $234K

Ratliff Cpa Firm PC filing trail (2023)

Total Assets (Beginning of Year)$192K
Net Assets (End of Year)$234K
Net Income$42K
Employer EIN811576496
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

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

Ratliff Cpa Retirement Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants Scatter plot of 3 data points. 123456 -0.500.511.5 Total assets ($M) Participants Ratliff Cpa Retirement Plan, Total assets ($M): 0.233628 · Participants: 3Ratliff Cpa Retirement PlanHolly Hill Academy Money Purchase Plan, Total assets ($M): 1.067045 · Participants: 5Holly Hill Academy Money Purchase PlanEmployee Benefits Plan of Sumter Senior Services, Inc., Total assets ($M): 0.000102 · Participants: 2Employee Benefits Plan of Sumter Senior Services, Inc.
Ratliff Cpa Retirement Plan vs. nearby Money Purchase plans in South Carolina, assets vs. participants
Compare Ratliff Cpa Retirement Plan side-by-side with 3 peers →

Ratliff Cpa Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside South Carolina, the nearest Money Purchase by assets is Retirement Plan of Constance B. Mellon 1965 Trust in PA ($234K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ratliff Cpa Retirement Plan assets move in 2023? ▼
Ratliff Cpa Retirement Plan grew sharply - up 21.7% during 2023, from $192K to $234K. Reported net income was $42K.
How have Ratliff Cpa Firm PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ratliff Cpa Firm PC's sponsor-wide assets grew 21.7%, from $192K to $234K.
Where does Ratliff Cpa Retirement Plan rank by assets among Form 5500 filers? ▼
Ratliff Cpa Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Ratliff Cpa Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Constance B. Mellon 1965 Trust in PA ($234K, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Ratliff Cpa Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 811576496.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.