Money Purchase · DOL Form 5500 · 2023

Larkin & Associates PLLC Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
53rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Larkin & Associates PLLC Keogh Plan · Sponsored by Larkin & Associates PLLC · Michigan · Professional & Technical Services

$8M in assets, 7 participants

Larkin & Associates PLLC's Larkin & Associates PLLC Keogh Plan reported $8M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,541 in Professional & Technical Services (20,321 peers)

Larkin & Associates PLLC multi-year trail

Larkin & Associates PLLC's plans moved +50.9% in assets from 2022 to 2024; this filing shows Larkin & Associates PLLC Keogh Plan at $8M / 7 participants.

#10,541
in Professional & Technical Services (20,321 peers)
+24.1%
assets growth YoY

Larkin & Associates PLLC Keogh Plan's mid-pack asset rank among Professional & Technical Services and all filers

Larkin & Associates PLLC Keogh Plan vs every filed plan by assets

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

$7,870,968 Top 47% higher than 53% 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

Larkin & Associates PLLC Keogh 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. Larkin & Associates PLLC Keogh Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Larkin & Associates PLLC Keogh Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Larkin & Associates PLLC Keogh Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Larkin & Associates PLLC Keogh Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382437293 · Larkin & Associates PLLC PY 2023 · Money Purchase

Larkin & Associates PLLC Keogh Plan · $8M · 7 · 53rd

  • BOY $8M
  • SCH 7
  • EBSA 53rd
  • PART Money Purchase
  • TYPE near Community, Work, and Independence, Inc. Retirement Plan
  • NET ind #10541

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 Michigan →

Larkin & Associates PLLC Keogh Plan in the asset neighbourhood

Retirement Program for the Employees of the Arc of Cumberland and Perry CountiesRetirement Program for the E…$8MUnited Teamster Annuity Fund$8MAmerican Council for Voluntary International Action 401(a) DC PlanAmerican Council for Volunta…$8MLarkin & Associates PLLC Keogh PlanLarkin & Associates PLLC Keo…$8MCommunity, Work, and Independence, Inc. Retirement PlanCommunity, Work, and Indepen…$8M
End-of-year total assets ($M) among Larkin & Associates PLLC Keogh Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Larkin & Associates PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Larkin & Associates PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 50.91970326404817% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.34M $9.57M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 7 $8M
2024 1 7 $10M

Larkin & Associates PLLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN382437293
Plan Effective Date1999-09-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Larkin & Associates PLLC Keogh Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Larkin & Associates PLLC Keogh Plan, Total assets ($B): 0.007870968 · Participants: 7Larkin & Associates PLLC Keogh PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Larkin & Associates PLLC Keogh Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Larkin & Associates PLLC Keogh Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Community, Work, and Independence, Inc. Retirement Plan in NY ($8M); 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.

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 Larkin & Associates PLLC Keogh Plan assets move in 2023?
Larkin & Associates PLLC Keogh Plan grew sharply - up 24.1% during 2023, from $6M to $8M. Reported net income was $2M.
How have Larkin & Associates PLLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Larkin & Associates PLLC's sponsor-wide assets grew 50.9%, from $6M to $10M.
Which Money Purchase plans are similar in size to Larkin & Associates PLLC Keogh Plan?
Among Money Purchase plans in other states, the closest by assets is Community, Work, and Independence, Inc. Retirement Plan in NY ($8M, 174 participants).
Which Money Purchase plans cover a similar participant headcount to Larkin & Associates PLLC Keogh Plan?
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K in assets).