Money Purchase · DOL Form 5500 · 2023

Bashyam Madhavan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 28th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: Bashyam Madhavan Money Purchase Plan & Trust · Sponsored by Bashyam Madhavan · Illinois · Professional & Technical Services

$2M in assets, 1 participants

Bashyam Madhavan's Bashyam Madhavan Money Purchase Plan & Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#4,695 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Bashyam Madhavan Money Purchase Plan & Trust holds $2M for 1 participant - about $1.5M per participant, in the lower half of filed plans by assets.

#4,695
in Professional & Technical Services (20,321 peers): +0.0%
assets growth YoY

Bashyam Madhavan Money Purchase Plan & Trust among the smaller filed plans by assets

Bashyam Madhavan Money Purchase Plan & Trust vs every filed plan by assets

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

$1,534,122 28th percentile higher than 28% 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

Bashyam Madhavan Money Purchase Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bashyam Madhavan Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 621514946 · Bashyam Madhavan PY 2023 · Money Purchase

Bashyam Madhavan Money Purchase Plan & Trust · $2M · 1 · 28th

PART $2M
TYPE 1
NET 28th
BOOK Money Purchase
VS-ST near Mahaffey and Mahaffey, 401(k)
BOY ind #4695

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 Illinois →

End-of-year total assets ($M) among Bashyam Madhavan Money Purchase Plan & Trust 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
Employer EIN	621514946
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bashyam Madhavan)

Latest sponsor-wide plan assets: $3M 9.460076021128703% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	2	$2M
2023	2	2	$3M
2024	2	2	$3M

Nearby Money Purchase Plans in Illinois

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

Bashyam Madhavan Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants

Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907

Compare Bashyam Madhavan Money Purchase Plan & Trust side-by-side with 3 peers →

Bashyam Madhavan Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Mahaffey and Mahaffey, 401(k) in CA ($2M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Mahaffey and Mahaffey, 401(k) (CA) $2M · 2
Lakeland Bus Lines, Inc. Defined Contribution Pension Plan (NJ) $2M · 30
Hall Components, Inc. Money Purchase Plan (CT) $2M · 3
Tisser Law Group Money Purchase Pension Plan (CA) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Lmr Retirement Plan (PR) 1 · 0 off
Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
Jose Hernandez Retirement Plan (PR) 1 · 0 off
Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off

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 Bashyam Madhavan Money Purchase Plan & Trust assets move in 2023? ▼

Bashyam Madhavan Money Purchase Plan & Trust held essentially flat - up 0.0% during 2023, from $2M to $2M.

How have Bashyam Madhavan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bashyam Madhavan's sponsor-wide assets grew 9.5%, from $2M to $3M.

Which Money Purchase plans are similar in size to Bashyam Madhavan Money Purchase Plan & Trust? ▼

Among Money Purchase plans in other states, the closest by assets is Mahaffey and Mahaffey, 401(k) in CA ($2M, 2 participants).

Which Money Purchase plans cover a similar participant headcount to Bashyam Madhavan Money Purchase Plan & Trust? ▼

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 621514946.