Money Purchase · DOL Form 5500 · 2023

James L. Stan Attorney-Cpa Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James L. Stan Attorney-Cpa Money Purchase Plan and Trust · Sponsored by James L. Stan Attorney-Cpa · Indiana · Professional & Technical Services

$3M in assets, 2 participants

James L. Stan Attorney-Cpa's James L. Stan Attorney-Cpa Money Purchase Plan and Trust reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,810 in Professional & Technical Services (20,321 peers)

James L. Stan Attorney-Cpa multi-year trail

James L. Stan Attorney-Cpa's plans moved +92.1% in assets from 2022 to 2024; this filing shows James L. Stan Attorney-Cpa Money Purchase Plan and Trust at $3M / 2 participants.

#6,810
in Professional & Technical Services (20,321 peers)
+70.0%
assets growth YoY

James L. Stan Attorney-Cpa Money Purchase Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs every filed plan by assets

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

$3,193,137 37th percentile higher than 37% 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

James L. Stan Attorney-Cpa Money Purchase 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. James L. Stan Attorney-Cpa Money Purchase Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James L. Stan Attorney-Cpa Money Purchase Plan and Trust reported net income rose from -$950K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • James L. Stan Attorney-Cpa Money Purchase Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351660941 · James L. Stan Attorney-Cpa PY 2023 · Money Purchase

James L. Stan Attorney-Cpa Money Purchase Plan and Trust · $3M · 2 · 37th

  • EIN $3M
  • RANK 2
  • PHOTO 37th
  • IND Money Purchase
  • EOY near Joe I Askar Profit Sharing Plan
  • 5500 ind #6810

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 Indiana →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust in the asset neighbourhood

Robert H Clark Inc Money Purchase Pension Plan & TRobert H Clark Inc Money Pur…$3MJoe I Askar Profit Sharing PlanJoe I Askar Profit Sharing P…$3MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$3MThe Contractors Retirement PlanThe Contractors Retirement P…$3MIuoe Local 295 & 295c Employees Annuity PlanIuoe Local 295 & 295c Employ…$3M
End-of-year total assets ($M) among James L. Stan Attorney-Cpa Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

James L. Stan Attorney-Cpa multi-year asset trail

Sponsor-wide plan assets over time

All James L. Stan Attorney-Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$10M 92.10166957710412% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.95M $9.52M ▲ +92.3%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $8M
2024 2 4 $10M

James L. Stan Attorney-Cpa filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN351660941
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Indiana

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

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants James L. Stan Attorney-Cpa Money Purchase Plan and Trust, Total assets ($M): 3.193137 · Participants: 2James L. Stan Attorney-Cpa Money Purchase Plan and TrustI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 389.744986 · Participants: 981I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 201.953419 · Participants: 593Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 172.696922 · Participants: 2898Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 120.85166 · Participants: 540IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 115.226502 · Participants: 1051International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare James L. Stan Attorney-Cpa Money Purchase Plan and Trust side-by-side with 3 peers →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Joe I Askar Profit Sharing Plan in NY ($3M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 James L. Stan Attorney-Cpa Money Purchase Plan and Trust assets move in 2023? ▼
James L. Stan Attorney-Cpa Money Purchase Plan and Trust surged - up 70.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have James L. Stan Attorney-Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James L. Stan Attorney-Cpa's sponsor-wide assets grew 92.1%, from $5M to $10M.
Which Money Purchase plans are similar in size to James L. Stan Attorney-Cpa Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Joe I Askar Profit Sharing Plan in NY ($3M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to James L. Stan Attorney-Cpa Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 351660941.

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.