Money Purchase · DOL Form 5500 · 2023
Ngozi Okechukwu Okolo Money Purchase Plan
Data updated 2026-08-25
- $651K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $651,258
- Avg per participant High balance/head
Official DOL plan name: Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust · Sponsored by Ngozi Okechukwu Okolo · Illinois · Healthcare & Social Assistance
$651K in assets, 1 participants
Ngozi Okechukwu Okolo's Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust reported $651K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,731 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust grew sharply 19.9% in 2023 ($543K → $651K) for 1 participant.
- #2,731
- in Healthcare & Social Assistance (17,684 peers)
- +19.9%
- assets growth YoY
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust among the smaller filed plans by assets
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$651,258 20th percentile higher than 20% 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
Ngozi Okechukwu Okolo Mdsc 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. Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust reported net income rose from -$130K in the plan year 2022 filing to $108K in the plan year 2023 filing.
- Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust end-of-year assets rose from $543K in the plan year 2022 filing to $651K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363982328 · Ngozi Okechukwu Okolo PY 2023 · Money Purchase
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust · $651K · 1 · 20th
- EOY $651K
- EOY 1
- EOY 20th
- EOY Money Purchase
- EOY near Vidal Febles Gutierrez Profit Sharing Plan
- EOY ind #2731
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 Illinois →
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust in the asset neighbourhood
Ngozi Okechukwu Okolo years around the 2023 move
Sponsor-wide plan assets over time
All Ngozi Okechukwu Okolo plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $543K |
| 2023 | 1 | 1 | $651K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $543K |
|---|---|
| Net Assets (End of Year) | $651K |
| Net Income | $108K |
| Employer EIN | 363982328 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Ngozi Okechukwu Okolo Mdsc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Vidal Febles Gutierrez Profit Sharing Plan in PR ($650K); 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 ($651K here).
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.