Money Purchase · DOL Form 5500 · 2023
Surendra S. Chawla, Md Money Purchase Plan
Data updated 2026-08-25
- $452K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $452,384
- Avg per participant High balance/head
Official DOL plan name: Surendra S. Chawla Profit Sharing Plan · Sponsored by Surendra S. Chawla, Md · Massachusetts · Healthcare & Social Assistance
$452K in assets, 1 participants
Surendra S. Chawla, Md's Surendra S. Chawla Profit Sharing Plan reported $452K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,181 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Surendra S. Chawla Profit Sharing Plan contracted severely 41.7% in 2023 ($776K → $452K) for 1 participant.
- #2,181
- in Healthcare & Social Assistance (17,684 peers)
- -41.7%
- assets change YoY
Surendra S. Chawla Profit Sharing Plan among the smaller filed plans by assets
Surendra S. Chawla Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$452,384 17th percentile higher than 17% 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
Surendra S. Chawla Profit Sharing 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. Surendra S. Chawla Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Surendra S. Chawla Profit Sharing Plan reported net income rose from -$29K in the plan year 2022 filing to $25K in the plan year 2023 filing.
- Surendra S. Chawla Profit Sharing Plan end-of-year assets fell from $776K in the plan year 2022 filing to $452K in the plan year 2023 filing.
DOL schedule card
Filing strip 042829446 · Surendra S. Chawla, Md PY 2023 · Money Purchase
Surendra S. Chawla Profit Sharing Plan · $452K · 1 · 17th
- 5500 $452K
- ASSETS 1
- PCT 17th
- EIN Money Purchase
- RANK near Naghmana M Haque Keogh Pl Keog
- PHOTO ind #2181
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Surendra S. Chawla Profit Sharing Plan in the asset neighbourhood
Surendra S. Chawla, Md years around the 2023 move
Sponsor-wide plan assets over time
All Surendra S. Chawla, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $776K |
| 2023 | 1 | 1 | $452K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $776K |
|---|---|
| Net Assets (End of Year) | $452K |
| Net Income | $25K |
| Employer EIN | 042829446 |
| Plan Effective Date | 1986-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Surendra S. Chawla Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Naghmana M Haque Keogh Pl Keog in NJ ($447K); 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 ($452K here).
- Naghmana M Haque Keogh Pl Keog (NJ) $447K · 1
- Hermann D Schubert Md (NY) $445K · N/A
- Ansonics Profit Sharing Plan (OR) $462K · 3
- Mark a. Barone Money Purchase Plan (NY) $442K · 1
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.