Money Purchase · DOL Form 5500 · 2023
Tony's Plumbing & Heating Anthony Petrovich Money Purchase Plan
Data updated 2026-08-25
- $670K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $74,434
- Avg per participant Below avg balance/head
Official DOL plan name: Tony's Plumbing & Heating Pension Plan and Trust · Sponsored by Tony's Plumbing & Heating Anthony Petrovich · Illinois · Construction
$670K in assets, 9 participants
Tony's Plumbing & Heating Anthony Petrovich's Tony's Plumbing & Heating Pension Plan and Trust reported $670K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #1,666 in Construction (9,030 peers)
2023 asset change
Tony's Plumbing & Heating Pension Plan and Trust grew at a solid clip 9.1% in 2023 ($614K → $670K) for 9 participants.
- #1,666
- in Construction (9,030 peers)
- +9.1%
- assets growth YoY
Tony's Plumbing & Heating Pension Plan and Trust among the smaller filed plans by assets
Tony's Plumbing & Heating Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$669,905 20th percentile higher than 20% 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
Tony's Plumbing & Heating Pension Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tony's Plumbing & Heating Pension Plan and Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tony's Plumbing & Heating Pension Plan and Trust reported net income rose from -$4K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Tony's Plumbing & Heating Pension Plan and Trust reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.
- Tony's Plumbing & Heating Pension Plan and Trust end-of-year assets rose from $614K in the plan year 2022 filing to $670K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362557002 · Tony's Plumbing & Heating Anthony Petrovich PY 2023 · Money Purchase
Tony's Plumbing & Heating Pension Plan and Trust · $670K · 9 · 20th
- NET $670K
- NET 9
- NET 20th
- NET Money Purchase
- NET near Gilberto Baez Rios, Md Retirement Plan
- NET ind #1666
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 Construction retirement plans → · Plans in Illinois →
Tony's Plumbing & Heating Pension Plan and Trust in the asset neighbourhood
Tony's Plumbing & Heating Anthony Petrovich years around the 2023 move
Sponsor-wide plan assets over time
All Tony's Plumbing & Heating Anthony Petrovich plans reported in each filing year
- Latest sponsor-wide plan assets
- $670K 9.118733131027833% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $614K |
| 2023 | 1 | 9 | $670K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $614K |
|---|---|
| Net Assets (End of Year) | $670K |
| Net Income | $56K |
| Employer EIN | 362557002 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
Tony's Plumbing & Heating Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Gilberto Baez Rios, Md Retirement Plan in PR ($669K); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($670K here).
- Gilberto Baez Rios, Md Retirement Plan (PR) $669K · 7
- Anil K Jain Money Purchase Plan (MI) $669K · 1
- Laboratorio Clinico Medina, Inc Retirement Plan (PR) $674K · 6
- Pramod S Kulkarni Md Inc Profit Sharing Plan (CA) $680K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (9 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.