Money Purchase · DOL Form 5500 · 2023

Posse Resources, LLC Money Purchase Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
11
Participants Small participant base
84th
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Posse Resources Money Purchase Pension Plan and Trust · Sponsored by Posse Resources, LLC · Texas · Professional & Technical Services

$42M in assets, 11 participants

Posse Resources, LLC's Posse Resources Money Purchase Pension Plan and Trust reported $42M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,160 in Professional & Technical Services (20,321 peers)

Where Posse Resources Money Purchase Pension Plan and Trust sits by assets

Posse Resources Money Purchase Pension Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 11 participants (~$3.8M/participant), up 18.7% in 2023.

#17,160
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Posse Resources Money Purchase Pension Plan and Trust's outsized position by total assets

Posse Resources Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$41,778,032 Top 16% higher than 84% 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

Posse Resources Money Purchase Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Posse Resources Money Purchase Pension Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Posse Resources Money Purchase Pension Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Posse Resources Money Purchase Pension Plan and Trust end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Posse Resources Money Purchase Pension Plan and Trust reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821204603 · Posse Resources, LLC PY 2023 · Money Purchase

Posse Resources Money Purchase Pension Plan and Trust · $42M · 11 · 84th

  • NET $42M
  • BOOK 11
  • VS-ST 84th
  • BOY Money Purchase
  • SCH near Norton Sound Health Corporation Money Purchase Pension Plan & Trust
  • EBSA ind #17160

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 Texas →

Posse Resources Money Purchase Pension Plan and Trust in the asset neighbourhood

Southeast Laborers Supplemental Pension FundSoutheast Laborers Supplemen…$42MPosse Resources Money Purchase Pension Plan and TrustPosse Resources Money Purcha…$42MJoint Township District Memorial Hospital Employees' Pension PlanJoint Township District Memo…$42MNorton Sound Health Corporation Money Purchase Pension Plan & TrustNorton Sound Health Corporat…$42MInsulators Local 45 Defined Contribution Pension FundInsulators Local 45 Defined …$42M
End-of-year total assets ($M) among Posse Resources Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN821204603
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Posse Resources, LLC)

Sponsor-wide plan assets over time

All Posse Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.121537022043654% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.2M $47.6M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 13 $35M
2023 1 11 $42M
2024 1 11 $48M

Nearby Money Purchase Plans in Texas

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

Posse Resources Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Posse Resources Money Purchase Pension Plan and Trust, Total assets ($B): 0.041778032 · Participants: 11Posse Resources Money Purchase Pension Plan and TrustOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Posse Resources Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Posse Resources Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Posse Resources Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK ($42M); by covered participants it is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Posse Resources Money Purchase Pension Plan and Trust assets move in 2023? ▼
Posse Resources Money Purchase Pension Plan and Trust grew sharply - up 18.7% during 2023, from $35M to $42M. Reported net income was $7M.
How have Posse Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Posse Resources, LLC's sponsor-wide assets grew 35.1%, from $35M to $48M.
Where does Posse Resources Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Posse Resources Money Purchase Pension Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Posse Resources Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK ($42M, 512 participants).
Which Money Purchase plans cover a similar participant headcount to Posse Resources Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rush Appliances, Inc. Profit Sharing Plan in IL (11 participants, $527K 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 821204603.

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.