Money Purchase · DOL Form 5500 · 2023
Hanbery & Turner PA Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $482,778
- Avg per participant High balance/head
Official DOL plan name: Hanbery & Turner PA Money Purchase Pension Plan · Sponsored by Hanbery & Turner PA · Minnesota · Professional & Technical Services
$3M in assets, 7 participants
Hanbery & Turner PA's Hanbery & Turner PA Money Purchase Pension Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #7,016 in Professional & Technical Services (20,321 peers)
Hanbery & Turner PA multi-year trail
Hanbery & Turner PA's plans moved +51.3% in assets from 2022 to 2024; this filing shows Hanbery & Turner PA Money Purchase Pension Plan at $3M / 7 participants.
- #7,016
- in Professional & Technical Services (20,321 peers)
- +25.6%
- assets growth YoY
Hanbery & Turner PA Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Hanbery & Turner PA Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,379,448 37th percentile higher than 37% 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
Hanbery & Turner PA Money Purchase Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hanbery & Turner PA Money Purchase Pension Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hanbery & Turner PA Money Purchase Pension Plan reported net income rose from -$509K in the plan year 2022 filing to $689K in the plan year 2023 filing.
- Hanbery & Turner PA Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 411685429 · Hanbery & Turner PA PY 2023 · Money Purchase
Hanbery & Turner PA Money Purchase Pension Plan · $3M · 7 · 37th
- RANK $3M
- RANK 7
- RANK 37th
- RANK Money Purchase
- RANK near Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan
- RANK ind #7016
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 Minnesota →
Hanbery & Turner PA Money Purchase Pension Plan in the asset neighbourhood
Hanbery & Turner PA multi-year asset trail
Sponsor-wide plan assets over time
All Hanbery & Turner PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 51.29330417986545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 7 | $4M |
Hanbery & Turner PA filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $689K |
| Employer EIN | 411685429 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Thrivent Capital Accumulation Plan $419M · 1,896
- St. Paul Electrical Construction Workers Supplemental Pension Plan $292M · 3,139
- Boilermakers Lodge 154 Retirement Plan $157M · 7,060
- Central Iowa Carpenters Money Purchase Plan $125M · 1,134
- Be the Match/Nmdp Employer Contribution Plan $102M · 1,587
Hanbery & Turner PA Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($3M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust (TX) 7 · 0 off
- South Mesa Water Company Amended and Restated Money Purchase Plan (CA) 7 · 0 off
- Retirement Plan of Constance B. Mellon 1965 Trust (PA) 7 · 0 off
- Retirement Plan of Richard P. Mellon 1965 Trust (PA) 7 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.