Money Purchase · DOL Form 5500 · 2023
Robert E Black Money Purchase Plan
Data updated 2026-08-25
- $137K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $34,328
- Avg per participant Low balance/head
Official DOL plan name: Robert E Black Money Purchase Plan · Sponsored by Robert E Black · Kansas · Professional & Technical Services
$137K in assets, 4 participants
Robert E Black's Robert E Black Money Purchase Plan reported $137K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,358 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Robert E Black Money Purchase Plan holds $137K for 4 participants - about $34,328 per participant, among the smaller plans by assets on file.
- #1,358
- in Professional & Technical Services (20,321 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $493 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert E Black Money Purchase Plan among the smaller filed plans by assets
Robert E Black Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$137,313 8th percentile higher than 8% 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
Robert E Black 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. Robert E Black Money Purchase Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert E Black Money Purchase Plan reported net income rose from -$7K in the plan year 2022 filing to -$493 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870475672 · Robert E Black PY 2023 · Money Purchase
Robert E Black Money Purchase Plan · $137K · 4 · 8th
- BOY $137K
- BOY 4
- BOY 8th
- BOY Money Purchase
- BOY near Imanaith Retirement Plan
- BOY ind #1358
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 Kansas →
Robert E Black Money Purchase Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $138K |
|---|---|
| Net Assets (End of Year) | $137K |
| Net Income | -$493 |
| Employer EIN | 870475672 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert E Black)
Sponsor-wide plan assets over time
All Robert E Black plans reported in each filing year
- Latest sponsor-wide plan assets
- $136K 1.167583414365122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $138K |
| 2023 | 1 | 4 | $137K |
| 2024 | 1 | 4 | $136K |
Nearby Money Purchase Plans in Kansas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Hays Medical Center Employee's Pension Plan $88M · 1,239
- Great Plains Health Alliance Employees Pension Plan $61M · 764
- Knea Employees' Contributory Pension Plan & Trust $28M · 49
- Local No. 661 Retirement Plan $26M · 208
- Earp Meat Company Inc Money Purchase Pension Plan and Trust $12M · 208
Robert E Black Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kansas, the nearest Money Purchase by assets is Imanaith Retirement Plan in PR ($137K); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.