Money Purchase · DOL Form 5500 · 2023

Kiran R Bais Money Purchase Plan

Data updated 2026-08-25

$646K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$646,240
Avg per participant High balance/head
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Official DOL plan name: Kiran R Bais Money Purchase Plan & Trust · Sponsored by Kiran R Bais · Illinois · Professional & Technical Services

$646K in assets, 1 participants

Kiran R Bais's Kiran R Bais Money Purchase Plan & Trust reported $646K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,052 in Professional & Technical Services (20,321 peers)

Kiran R Bais multi-year trail

Kiran R Bais's plans moved +32.6% in assets from 2022 to 2024; this filing shows Kiran R Bais Money Purchase Plan & Trust at $646K / 1 participant.

#3,052
in Professional & Technical Services (20,321 peers)
+36.0%
assets growth YoY

Kiran R Bais Money Purchase Plan & Trust among the smaller filed plans by assets

Kiran R Bais Money Purchase Plan & Trust vs every filed plan by assets

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

$646,240 20th percentile higher than 20% 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

Kiran R Bais Money Purchase Plan & 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. Kiran R Bais Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kiran R Bais Money Purchase Plan & Trust reported net income rose from -$136K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Kiran R Bais Money Purchase Plan & Trust end-of-year assets rose from $475K in the plan year 2022 filing to $646K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363408961 · Kiran R Bais PY 2023 · Money Purchase

Kiran R Bais Money Purchase Plan & Trust · $646K · 1 · 20th

  • EBSA $646K
  • PART 1
  • TYPE 20th
  • NET Money Purchase
  • BOOK near Plainwell Ice Cream Co., Inc. Money Purchase Plan
  • VS-ST ind #3052

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 Illinois →

Kiran R Bais Money Purchase Plan & Trust in the asset neighbourhood

Kiran R Bais Money Purchase Plan & TrustKiran R Bais Money Purchase …$646KPlainwell Ice Cream Co., Inc. Money Purchase PlanPlainwell Ice Cream Co., Inc…$646KBenjamin Perez Soto Retirement PlanBenjamin Perez Soto Retireme…$647KRetirement Plan of Alison M. Byers Separate Trust No. 2Retirement Plan of Alison M.…$645KRetirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2Retirement Plan of W. Russel…$645K
End-of-year total assets ($M) among Kiran R Bais Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Kiran R Bais multi-year asset trail

Sponsor-wide plan assets over time

All Kiran R Bais plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.57620647755059% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.07M $1.41M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 2 $1M
2023 2 2 $1M
2024 2 2 $1M

Kiran R Bais filing trail (2023)

Total Assets (Beginning of Year)$475K
Net Assets (End of Year)$646K
Net Income$171K
Employer EIN363408961
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Kiran R Bais Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Kiran R Bais Money Purchase Plan & Trust, Total assets ($M): 0.64624 · Participants: 1Kiran R Bais Money Purchase Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Kiran R Bais Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Kiran R Bais Money Purchase Plan & Trust side-by-side with 3 peers →

Kiran R Bais Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Plainwell Ice Cream Co., Inc. Money Purchase Plan in MI ($646K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kiran R Bais Money Purchase Plan & Trust assets move in 2023? ▼
Kiran R Bais Money Purchase Plan & Trust surged - up 36.0% during 2023, from $475K to $646K. Reported net income was $171K.
How have Kiran R Bais plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kiran R Bais's sponsor-wide assets grew 32.6%, from $1M to $1M.
Where does Kiran R Bais Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼
Kiran R Bais Money Purchase Plan & Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Kiran R Bais Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Plainwell Ice Cream Co., Inc. Money Purchase Plan in MI ($646K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Kiran R Bais Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 363408961.

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.