Money Purchase · DOL Form 5500 · 2023

Robert Duane Ralston Money Purchase Plan

Data updated 2026-08-25

$178K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$178,416
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert Duane Ralston Pension Plan · Sponsored by Robert Duane Ralston · Illinois · Finance & Insurance

$178K in assets, 1 participants

Robert Duane Ralston's Robert Duane Ralston Pension Plan reported $178K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

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

What the 2023 filing shows

Robert Duane Ralston Pension Plan holds $178K for 1 participant - about $178,416 per participant, among the smaller plans by assets on file.

#517
in Finance & Insurance (8,869 peers)
-1.0%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Duane Ralston Pension Plan among the smaller filed plans by assets

Robert Duane Ralston Pension Plan vs every filed plan by assets

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

$178,416 10th percentile higher than 10% 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

Robert Duane Ralston 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. Robert Duane Ralston Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Duane Ralston Pension Plan reported net income fell from -$2K in the plan year 2022 filing to -$2K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371016829 · Robert Duane Ralston PY 2023 · Money Purchase

Robert Duane Ralston Pension Plan · $178K · 1 · 10th

  • BOY $178K
  • SCH 1
  • EBSA 10th
  • PART Money Purchase
  • TYPE near Benitez Optical Services, Inc Profit Sharing Plan
  • NET ind #517

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 Illinois →

Robert Duane Ralston Pension Plan in the asset neighbourhood

Robert Duane Ralston Pension PlanRobert Duane Ralston Pension…$178KBenitez Optical Services, Inc Profit Sharing PlanBenitez Optical Services, In…$179KHeat and Frost Insulators Local 47 Retirement Savings PlanHeat and Frost Insulators Lo…$181KM. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$184KFrancisco Flavio Noel Irizarry, Md Retirement PlanFrancisco Flavio Noel Irizar…$173K
End-of-year total assets ($M) among Robert Duane Ralston Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$180K
Net Assets (End of Year)$178K
Net Income-$2K
Employer EIN371016829
Plan Effective Date1975-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Duane Ralston)

Sponsor-wide plan assets over time

All Robert Duane Ralston plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.18M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $180K
2023 1 1 $178K
2024 1 1 N/A

Nearby Money Purchase Plans in Illinois

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

Robert Duane Ralston Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Robert Duane Ralston Pension Plan, Total assets ($M): 0.178416 · Participants: 1Robert Duane Ralston Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Robert Duane Ralston Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Robert Duane Ralston Pension Plan side-by-side with 3 peers →

Robert Duane Ralston Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Benitez Optical Services, Inc Profit Sharing Plan in PR ($179K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Robert Duane Ralston Pension Plan assets move in 2023? ▼
Robert Duane Ralston Pension Plan held essentially flat - down 1.0% during 2023, from $180K to $178K. Reported net income was -$2K.
Where does Robert Duane Ralston Pension Plan rank by assets among Form 5500 filers? ▼
Robert Duane Ralston Pension Plan ranks in the 10th 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 Robert Duane Ralston Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Benitez Optical Services, Inc Profit Sharing Plan in PR ($179K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Robert Duane Ralston Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 371016829.

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.