Money Purchase · DOL Form 5500 · 2023

Duane T. Corley, P.C. Money Purchase Plan

Data updated 2026-08-11

$18M
Total assets
N/A
Participants
70th
Percentile by assets
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Official DOL plan name: Duane T. Corley, P.C. Money Purchase Plan · Sponsored by Duane T. Corley, P.C. · Texas · Professional & Technical Services

$18M in assets, N/A participants

Duane T. Corley, P.C.'s Duane T. Corley, P.C. Money Purchase Plan reported $18M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • 70th percentile by assets (of 127,072 plans)
  • #14,221 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Duane T. Corley, P.C. Money Purchase Plan holds $18M for N/A participants, above the median plan by assets.

$18M
total plan assets (2023 EOY)
N/A
covered participants
70th
percentile by assets (of 127,072 plans)
-4.0%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duane T. Corley, P.C. Money Purchase Plan reported net income fell from $288K in the plan year 2022 filing to -$747K in the plan year 2023 filing.
  • Duane T. Corley, P.C. Money Purchase Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Money Purchase filing for Duane T. Corley, P.C. Money Purchase Plan

Money Purchase filing for plan year 2023: EIN 760367502 ; effective since 1992-04-02 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$747K
Employer EIN760367502
Plan Effective Date1992-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Duane T. Corley, P.C.)

$17.5M$18M$18.5M$19M 202220232024 $18.6M $17.7M ▼ -4.9%
Total plan assets by year, all Duane T. Corley, P.C. plans on file
Year Plans Participants Total Assets
2022 1 N/A $19M
2023 1 N/A $18M
2024 1 N/A $18M

Nearby Money Purchase Plans in Texas

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

Duane T. Corley, P.C. Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Duane T. Corley, P.C. Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Duane T. Corley, P.C…Occidental Petroleum…Alcon Retirement PlanWilliam Marsh Rice U…Apache Corporation M…Greater Texas IBEW N…
Duane T. Corley, P.C. Money Purchase Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Duane T. Corley, P.C. Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Duane T. Corley, P.C. Money Purchase Plan assets move in 2023?
Duane T. Corley, P.C. Money Purchase Plan edged down modestly - down 4.0% during 2023, from $19M to $18M. Reported net income was -$747K.
How have Duane T. Corley, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Duane T. Corley, P.C.'s sponsor-wide assets declined 4.9%, from $19M to $18M.
Which Money Purchase plans are similar in size to Duane T. Corley, P.C. Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Local 445 Annuity Fund in NY ($18M, 353 participants).

Next read for Duane T. Corley, P.C. Money Purchase Pla…

Filing takeaways

Ways to act on Duane T. Corley, P.C. Money Purchase Plan's numbers.