Money Purchase · DOL Form 5500 · 2023
John Appell Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: John Appell Pension Trust · Sponsored by John Appell · New York · Professional & Technical Services
$2M in assets, 2 participants
John Appell's John Appell Pension Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,432 in Professional & Technical Services (20,321 peers)
John Appell multi-year trail
John Appell's plans moved +100.6% in assets from 2022 to 2024; this filing shows John Appell Pension Trust at $2M / 2 participants.
- #5,432
- in Professional & Technical Services (20,321 peers)
- +33.2%
- assets growth YoY
John Appell Pension Trust among the smaller filed plans by assets
John Appell Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,034,535 31st percentile higher than 31% 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
John Appell Pension 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. John Appell Pension Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Appell Pension Trust reported net income rose from $11K in the plan year 2022 filing to $508K in the plan year 2023 filing.
- John Appell Pension Trust reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- John Appell Pension Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 112986315 · John Appell PY 2023 · Money Purchase
John Appell Pension Trust · $2M · 2 · 31st
- NET $2M
- NET 2
- NET 31st
- NET Money Purchase
- NET near Child Guidance Clinic for Central Connecticut 401(a) DC
- NET ind #5432
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 New York →
John Appell Pension Trust in the asset neighbourhood
John Appell multi-year asset trail
Sponsor-wide plan assets over time
All John Appell plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 100.58009108237525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
John Appell filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $508K |
| Employer EIN | 112986315 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
John Appell Pension Trust's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Child Guidance Clinic for Central Connecticut 401(a) DC in CT ($2M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.