Money Purchase · DOL Form 5500 · 2023

Ramsey Enterprises Inc Money Purchase Plan

Data updated 2026-08-25

$199K
Total assets Small plan by assets
10
Participants Small participant base
11th
Percentile by assets National rank
$19,880
Avg per participant Low balance/head
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Official DOL plan name: Ramsey Enterprises Inc Employees' Pension Plan and Trust · Sponsored by Ramsey Enterprises Inc · Oklahoma · Retail Trade

$199K in assets, 10 participants

Ramsey Enterprises Inc's Ramsey Enterprises Inc Employees' Pension Plan and Trust reported $199K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,437 in Retail Trade (8,414 peers)

Ramsey Enterprises Inc multi-year trail

Ramsey Enterprises Inc's plans moved +44.1% in assets from 2022 to 2024; this filing shows Ramsey Enterprises Inc Employees' Pension Plan and Trust at $199K / 10 participants.

#1,437
in Retail Trade (8,414 peers)
+15.2%
assets growth YoY

Ramsey Enterprises Inc Employees' Pension Plan and Trust among the smaller filed plans by assets

Ramsey Enterprises Inc Employees' Pension Plan and Trust vs every filed plan by assets

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

$198,804 11th percentile higher than 11% 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

Ramsey Enterprises Inc Employees' 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. Ramsey Enterprises Inc Employees' Pension Plan and Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ramsey Enterprises Inc Employees' Pension Plan and Trust reported net income rose from -$12K in the plan year 2022 filing to $26K in the plan year 2023 filing.
  • Ramsey Enterprises Inc Employees' Pension Plan and Trust end-of-year assets rose from $173K in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Ramsey Enterprises Inc Employees' Pension Plan and Trust reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731003489 · Ramsey Enterprises Inc PY 2023 · Money Purchase

Ramsey Enterprises Inc Employees' Pension Plan and Trust · $199K · 10 · 11th

  • ASSETS $199K
  • ASSETS 10
  • ASSETS 11th
  • ASSETS Money Purchase
  • ASSETS near Joseph a Besser Cpa Basic
  • ASSETS ind #1437

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 Retail Trade retirement plans → · Plans in Oklahoma →

Ramsey Enterprises Inc Employees' Pension Plan and Trust in the asset neighbourhood

Ramsey Enterprises Inc Employees' Pension Plan and TrustRamsey Enterprises Inc Emplo…$199KJoseph a Besser Cpa Basic$200KMichael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanMichael Lomenzo Cpa PC Money…$196KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$195KLuis T. Gandia Mantaras Retirement PlanLuis T. Gandia Mantaras Reti…$193K
End-of-year total assets ($M) among Ramsey Enterprises Inc Employees' Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ramsey Enterprises Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ramsey Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$249K 44.12005030105296% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.25M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 9 $173K
2023 1 10 $199K
2024 1 11 $249K

Ramsey Enterprises Inc filing trail (2023)

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$199K
Net Income$26K
Employer EIN731003489
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oklahoma

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

Ramsey Enterprises Inc Employees' Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080100 Total assets ($M) Participants Ramsey Enterprises Inc Employees' Pension Plan and Trust, Total assets ($M): 0.198804 · Participants: 10Ramsey Enterprises Inc Employees' Pension Plan and TrustOklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 90.255908 · Participants: 480Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 21.886742 · Participants: 1116Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 14.752418 · Participants: 438The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 13.529766 · Participants: 664Tinker Federal Credit Union Target Benefit PlanIndian Health Care Resource Center Retirement Pla, Total assets ($M): 6.369571 · Participants: 161Indian Health Care Resource Center Retirement Pla
Ramsey Enterprises Inc Employees' Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Ramsey Enterprises Inc Employees' Pension Plan and Trust side-by-side with 3 peers →

Ramsey Enterprises Inc Employees' Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Joseph a Besser Cpa Basic in NJ ($200K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Ramsey Enterprises Inc Employees' Pension Plan and Trust assets move in 2023? ▼
Ramsey Enterprises Inc Employees' Pension Plan and Trust grew sharply - up 15.2% during 2023, from $173K to $199K. Reported net income was $26K.
How have Ramsey Enterprises Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ramsey Enterprises Inc's sponsor-wide assets grew 44.1%, from $173K to $249K.
Where does Ramsey Enterprises Inc Employees' Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Ramsey Enterprises Inc Employees' Pension Plan and Trust ranks in the 11th 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 Ramsey Enterprises Inc Employees' Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Joseph a Besser Cpa Basic in NJ ($200K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Ramsey Enterprises Inc Employees' Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (10 participants, $4M 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 731003489.

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.