Money Purchase · DOL Form 5500 · 2023
IRA Baum, Executor of Estate of Joel F. Baum Money Purchase Plan
Data updated 2026-08-25
- $3K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 1st
- Percentile by assets National rank
Official DOL plan name: Joel F. Baum Dds Money Purchase Plan · Sponsored by IRA Baum, Executor of Estate of Joel F. Baum · Florida · Healthcare & Social Assistance
$3K in assets, N/A participants
IRA Baum, Executor of Estate of Joel F. Baum's Joel F. Baum Dds Money Purchase Plan reported $3K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #102 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Joel F. Baum Dds Money Purchase Plan holds $3K for N/A participants, among the smaller plans by assets on file.
- #102
- in Healthcare & Social Assistance (17,684 peers)
- +2.9%
- assets growth YoY
Joel F. Baum Dds Money Purchase Plan among the smaller filed plans by assets
Joel F. Baum Dds Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,879 1st percentile higher than 1% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joel F. Baum Dds Money Purchase Plan reported net income rose from -$835K in the plan year 2022 filing to $81 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222039108 · IRA Baum, Executor of Estate of Joel F. Baum PY 2023 · Money Purchase
Joel F. Baum Dds Money Purchase Plan · $3K · N/A · 1st
- EBSA $3K
- PART N/A
- TYPE 1st
- NET Money Purchase
- BOOK near Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan
- VS-ST ind #102
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 Florida →
Joel F. Baum Dds Money Purchase Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3K |
|---|---|
| Net Assets (End of Year) | $3K |
| Net Income | $81 |
| Employer EIN | 222039108 |
| Plan Effective Date | 1984-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (IRA Baum, Executor of Estate of Joel F. Baum)
Sponsor-wide plan assets over time
All IRA Baum, Executor of Estate of Joel F. Baum plans reported in each filing year
- Latest sponsor-wide plan assets
- $3K 1.9986216402481045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3K |
| 2023 | 1 | N/A | $3K |
| 2024 | 1 | N/A | $3K |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Joel F. Baum Dds Money Purchase Plan's closest out-of-state Money Purchase peers by assets
Outside Florida, the nearest Money Purchase by end-of-year assets is Hai Tan Pham, D.D.S., Inc Money Purchase Pension Plan in CA at $3K (this filing: $3K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.