Money Purchase · DOL Form 5500 · 2023

Athihalli Nagaraj Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$682,181
Avg per participant High balance/head
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Official DOL plan name: Athihalli Nagaraj Money Purchase Plan & Trust · Sponsored by Athihalli Nagaraj · Illinois · Healthcare & Social Assistance

$1M in assets, 2 participants

Athihalli Nagaraj's Athihalli Nagaraj Money Purchase Plan & Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,054 in Healthcare & Social Assistance (17,684 peers)

Athihalli Nagaraj multi-year trail

Athihalli Nagaraj's plans moved +39.1% in assets from 2022 to 2024; this filing shows Athihalli Nagaraj Money Purchase Plan & Trust at $1M / 2 participants.

#4,054
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY

Athihalli Nagaraj Money Purchase Plan & Trust among the smaller filed plans by assets

Athihalli Nagaraj Money Purchase Plan & Trust vs every filed plan by assets

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

$1,364,362 26th percentile higher than 26% 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

Athihalli Nagaraj 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. Athihalli Nagaraj Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athihalli Nagaraj Money Purchase Plan & Trust reported net income rose from -$268K in the plan year 2022 filing to $204K in the plan year 2023 filing.
  • Athihalli Nagaraj Money Purchase Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611540913 · Athihalli Nagaraj PY 2023 · Money Purchase

Athihalli Nagaraj Money Purchase Plan & Trust · $1M · 2 · 26th

  • VS-ST $1M
  • VS-ST 2
  • VS-ST 26th
  • VS-ST Money Purchase
  • VS-ST near The Rehabilitation Institute PLLC Qualified Retirement Plan
  • VS-ST ind #4054

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 Illinois →

Athihalli Nagaraj Money Purchase Plan & Trust in the asset neighbourhood

Sytek Consultants Money Purchase PlanSytek Consultants Money Purc…$1MAthihalli Nagaraj Money Purchase Plan & TrustAthihalli Nagaraj Money Purc…$1MThe Rehabilitation Institute PLLC Qualified Retirement PlanThe Rehabilitation Institute…$1MAndrew C. Tarkington Dds PC Money Purchase PlanAndrew C. Tarkington Dds PC …$1MEast Hampton Library Pension Plan & TrustEast Hampton Library Pension…$1M
End-of-year total assets ($M) among Athihalli Nagaraj Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Athihalli Nagaraj multi-year asset trail

Sponsor-wide plan assets over time

All Athihalli Nagaraj plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.08206428686525% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.16M $1.61M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Athihalli Nagaraj filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$204K
Employer EIN611540913
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Athihalli Nagaraj Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Athihalli Nagaraj Money Purchase Plan & Trust, Total assets ($M): 1.364362 · Participants: 2Athihalli Nagaraj 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
Athihalli Nagaraj Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Athihalli Nagaraj Money Purchase Plan & Trust side-by-side with 3 peers →

Athihalli Nagaraj Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is The Rehabilitation Institute PLLC Qualified Retirement Plan in KY ($1M); 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 Athihalli Nagaraj Money Purchase Plan & Trust assets move in 2023? ▼
Athihalli Nagaraj Money Purchase Plan & Trust grew sharply - up 17.6% during 2023, from $1M to $1M. Reported net income was $204K.
How have Athihalli Nagaraj plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athihalli Nagaraj's sponsor-wide assets grew 39.1%, from $1M to $2M.
Which Money Purchase plans are similar in size to Athihalli Nagaraj Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is The Rehabilitation Institute PLLC Qualified Retirement Plan in KY ($1M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Athihalli Nagaraj Money Purchase Plan & 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 611540913.

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.