Money Purchase · DOL Form 5500 · 2023
Anita Jo Kinlaw Troxler, Chapter 13 Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $319,309
- Avg per participant High balance/head
Official DOL plan name: Retirement Trust of Middle District Chapter 13 Offices (Greensboro) · Sponsored by Anita Jo Kinlaw Troxler, Chapter 13 · North Carolina · Professional & Technical Services
$4M in assets, 12 participants
Anita Jo Kinlaw Troxler, Chapter 13's Retirement Trust of Middle District Chapter 13 Offices (Greensboro) reported $4M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,478 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) holds $4M for 12 participants - about $319,309 per participant, in the lower half of filed plans by assets.
- #7,478
- in Professional & Technical Services (20,321 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Trust of Middle District Chapter 13 Offices (Greensboro)'s mid-pack asset rank among Professional & Technical Services and all filers
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,831,704 40th percentile higher than 40% 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
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Trust of Middle District Chapter 13 Offices (Greensboro) is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Trust of Middle District Chapter 13 Offices (Greensboro) reported net income rose from -$1M in the plan year 2022 filing to -$37K in the plan year 2023 filing.
- Retirement Trust of Middle District Chapter 13 Offices (Greensboro) reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561138910 · Anita Jo Kinlaw Troxler, Chapter 13 PY 2023 · Money Purchase
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) · $4M · 12 · 40th
- EBSA $4M
- EBSA 12
- EBSA 40th
- EBSA Money Purchase
- EBSA near I.a.T.S.E. Atlanta Annuity Trust
- EBSA ind #7478
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 North Carolina →
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$37K |
| Employer EIN | 561138910 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Anita Jo Kinlaw Troxler, Chapter 13)
Sponsor-wide plan assets over time
All Anita Jo Kinlaw Troxler, Chapter 13 plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 6.52760766639693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 12 | $4M |
| 2024 | 1 | 12 | $4M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
Retirement Trust of Middle District Chapter 13 Offices (Greensboro)'s out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is I.a.T.S.E. Atlanta Annuity Trust in TN ($4M); by covered participants it is Neuro Diagnostico Del Oeste, Csp Retirement Plan in PR (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.