Money Purchase · DOL Form 5500 · 2023

Douglas a Green & Associates, Inc Money Purchase Plan

Data updated 2026-08-25

$716K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$179,112
Avg per participant Above avg balance/head
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Official DOL plan name: Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust · Sponsored by Douglas a Green & Associates, Inc · Louisiana · Professional & Technical Services

$716K in assets, 4 participants

Douglas a Green & Associates, Inc's Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust reported $716K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,237 in Professional & Technical Services (20,321 peers)

Douglas a Green & Associates, Inc multi-year trail

Douglas a Green & Associates, Inc's plans moved +40.9% in assets from 2022 to 2024; this filing shows Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust at $716K / 4 participants.

#3,237
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust among the smaller filed plans by assets

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust vs every filed plan by assets

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

$716,447 21st percentile higher than 21% 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

Douglas a. Green & Associates, Inc. Money Purchase Plan & 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. Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust reported net income rose from -$155K in the plan year 2022 filing to $137K in the plan year 2023 filing.
  • Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust end-of-year assets rose from $579K in the plan year 2022 filing to $716K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721418243 · Douglas a Green & Associates, Inc PY 2023 · Money Purchase

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust · $716K · 4 · 21st

  • VS-ST $716K
  • BOY 4
  • SCH 21st
  • EBSA Money Purchase
  • PART near Southeastern Michigan Chapter, NECA Inc Pension Plan
  • TYPE ind #3237

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 Louisiana →

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust in the asset neighbourhood

Douglas a. Green & Associates, Inc. Money Purchase Plan & TrustDouglas a. Green & Associate…$716KMc Connie Insurance Corp. Retirement PlanMc Connie Insurance Corp. Re…$725KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$712KCardiovascular Medicine Services, Psc Retirement PlanCardiovascular Medicine Serv…$712KTriformis Inc. Money Purchase Pension PlanTriformis Inc. Money Purchas…$707K
End-of-year total assets ($M) among Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Douglas a Green & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Douglas a Green & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.87890970215744% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.22M $3.12M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 8 $2M
2023 2 8 $3M
2024 2 8 $3M

Douglas a Green & Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$579K
Net Assets (End of Year)$716K
Net Income$137K
Employer EIN721418243
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Louisiana

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

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 051015 0123456 Total assets ($M) Participants Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust, Total assets ($M): 0.716447 · Participants: 4Douglas a. Green & Associates, Inc. Money Purchase Plan & TrustAtlas Retirement Plan, Total assets ($M): 4.800358 · Participants: 13Atlas Retirement PlanRay L Vaughn, Total assets ($M): 1.955051 · Participants: 4Ray L VaughnHylton S Petit Jr Money Purchase Plan, Total assets ($M): 1.592024 · Participants: 3Hylton S Petit Jr Money Purchase PlanTroy R Keller Aplc Profit Sharing Plan, Total assets ($M): 1.577927 · Participants: 3Troy R Keller Aplc Profit Sharing PlanPurnachandra Yerneni Md Keogh Profit Sharing, Total assets ($M): 1.394588 · Participants: 2Purnachandra Yerneni Md Keogh Profit Sharing
Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in Louisiana, assets vs. participants

Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Louisiana, the nearest Money Purchase by assets is Southeastern Michigan Chapter, NECA Inc Pension Plan in MI ($712K); by covered participants it is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust assets move in 2023?
Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust grew sharply - up 23.7% during 2023, from $579K to $716K. Reported net income was $137K.
How have Douglas a Green & Associates, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Douglas a Green & Associates, Inc's sponsor-wide assets grew 40.9%, from $2M to $3M.
Where does Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust rank by assets among Form 5500 filers?
Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust ranks in the 21st 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 Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust?
Among Money Purchase plans in other states, the closest by assets is Southeastern Michigan Chapter, NECA Inc Pension Plan in MI ($712K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Douglas a. Green & Associates, Inc. Money Purchase Plan & Trust?
Among Money Purchase plans in other states, the closest by covered participants is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY (4 participants, $2M in assets).