Money Purchase · DOL Form 5500 · 2023

Daniel T Williams Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Daniel T Williams Money Purchase Plan · Sponsored by Daniel T Williams · New York · Healthcare & Social Assistance

$2M in assets, 1 participants

Daniel T Williams's Daniel T Williams Money Purchase Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,123 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Daniel T Williams Money Purchase Plan holds $2M for 1 participant - about $2.0M per participant, in the lower half of filed plans by assets.

#5,123
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY

Daniel T Williams Money Purchase Plan among the smaller filed plans by assets

Daniel T Williams Money Purchase Plan vs every filed plan by assets

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

$1,996,753 30th percentile higher than 30% 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

Daniel T Williams Money Purchase 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. Daniel T Williams Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daniel T Williams Money Purchase Plan reported net income rose from -$392K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Daniel T Williams Money Purchase Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112337879 · Daniel T Williams PY 2023 · Money Purchase

Daniel T Williams Money Purchase Plan · $2M · 1 · 30th

  • IND $2M
  • EOY 1
  • 5500 30th
  • ASSETS Money Purchase
  • PCT near Ysk Corporation Money Purchase Pension Plan
  • EIN ind #5123

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 New York →

Daniel T Williams Money Purchase Plan in the asset neighbourhood

Daniel T Williams Money Purchase PlanDaniel T Williams Money Purc…$2MYsk Corporation Money Purchase Pension PlanYsk Corporation Money Purcha…$2MTrp Motiff & Fayram Ltd Profit Sharing PlanTrp Motiff & Fayram Ltd Prof…$2MKai Ming, Inc. 403(b) Defined Contribution RetiremKai Ming, Inc. 403(b) Define…$2MCaribbean Retailers, Inc. Employee Retirement PlanCaribbean Retailers, Inc. Em…$2M
End-of-year total assets ($M) among Daniel T Williams Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$123K
Employer EIN112337879
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel T Williams)

Sponsor-wide plan assets over time

All Daniel T Williams plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.633534445213025% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M$2.05M 202220232024 $1.87M $1.98M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Money Purchase Plans in New York

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

Daniel T Williams Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Daniel T Williams Money Purchase Plan, Total assets ($B): 0.001996753 · Participants: 1Daniel T Williams Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Daniel T Williams Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Daniel T Williams Money Purchase Plan side-by-side with 3 peers →

Daniel T Williams Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Ysk Corporation Money Purchase Pension Plan in OH ($2M); 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 Daniel T Williams Money Purchase Plan assets move in 2023? ▼
Daniel T Williams Money Purchase Plan grew at a solid clip - up 6.6% during 2023, from $2M to $2M. Reported net income was $123K.
How have Daniel T Williams plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel T Williams's sponsor-wide assets grew 5.6%, from $2M to $2M.
Which Money Purchase plans are similar in size to Daniel T Williams Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ysk Corporation Money Purchase Pension Plan in OH ($2M, 119 participants).
Which Money Purchase plans cover a similar participant headcount to Daniel T Williams Money Purchase Plan? ▼
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 112337879.

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.