Money Purchase · DOL Form 5500 · 2023

Mary P. File Md Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$524,367
Avg per participant High balance/head
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Official DOL plan name: Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust · Sponsored by Mary P. File Md · Ohio · Healthcare & Social Assistance

$2M in assets, 3 participants

Mary P. File Md's Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,447 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust holds $2M for 3 participants - about $524,367 per participant, in the lower half of filed plans by assets.

#4,447
in Healthcare & Social Assistance (17,684 peers)
+7.6%
assets growth YoY

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust among the smaller filed plans by assets

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$1,573,102 28th percentile higher than 28% 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

Mary P. File Md Standard Prototype Money Purchase Pension 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. Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust reported net income rose from -$317K in the plan year 2022 filing to $111K in the plan year 2023 filing.
  • Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341345842 · Mary P. File Md PY 2023 · Money Purchase

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust · $2M · 3 · 28th

  • NET $2M
  • BOOK 3
  • VS-ST 28th
  • BOY Money Purchase
  • SCH near Dailey Bros Pension Plan
  • EBSA ind #4447

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust in the asset neighbourhood

Troy R Keller Aplc Profit Sharing PlanTroy R Keller Aplc Profit Sh…$2MRaghu Ramadurai Money Purchase Plan & TrustRaghu Ramadurai Money Purcha…$2MMary P. File Md Standard Prototype Money Purchase Pension Plan and TrustMary P. File Md Standard Pro…$2MDailey Bros Pension Plan$2MThe Arc Montgomery County Pension PlanThe Arc Montgomery County Pe…$2M
End-of-year total assets ($M) among Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$111K
Employer EIN341345842
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mary P. File Md)

Sponsor-wide plan assets over time

All Mary P. File Md plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.74M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $2M
2024 1 1 N/A

Nearby Money Purchase Plans in Ohio

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

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust, Total assets ($B): 0.001573102 · Participants: 3Mary P. File Md Standard Prototype Money Purchase Pension Plan and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Dailey Bros Pension Plan in MA ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 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 (3 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 Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust assets move in 2023? ▼
Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust grew at a solid clip - up 7.6% during 2023, from $1M to $2M. Reported net income was $111K.
Which Money Purchase plans are similar in size to Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Dailey Bros Pension Plan in MA ($2M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Mary P. File Md Standard Prototype Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 341345842.

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.