Money Purchase · DOL Form 5500 · 2023

Geoffrey G. Hallock, M.D. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
27th
Percentile by assets National rank
$207,329
Avg per participant Above avg balance/head
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Official DOL plan name: Geoffrey G. Hallock Money Purchase Pension Plan · Sponsored by Geoffrey G. Hallock, M.D. · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 7 participants

Geoffrey G. Hallock, M.D.'s Geoffrey G. Hallock Money Purchase Pension Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,216 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Geoffrey G. Hallock Money Purchase Pension Plan holds $1M for 7 participants - about $207,329 per participant, in the lower half of filed plans by assets.

#4,216
in Healthcare & Social Assistance (17,684 peers)
+0.2%
assets growth YoY

Geoffrey G. Hallock Money Purchase Pension Plan among the smaller filed plans by assets

Geoffrey G. Hallock Money Purchase Pension Plan vs every filed plan by assets

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

$1,451,301 27th percentile higher than 27% 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

Geoffrey G. Hallock Money Purchase Pension 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. Geoffrey G. Hallock Money Purchase Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geoffrey G. Hallock Money Purchase Pension Plan reported net income rose from -$49K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Geoffrey G. Hallock Money Purchase Pension Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232466085 · Geoffrey G. Hallock, M.D. PY 2023 · Money Purchase

Geoffrey G. Hallock Money Purchase Pension Plan · $1M · 7 · 27th

  • TYPE $1M
  • NET 7
  • BOOK 27th
  • VS-ST Money Purchase
  • BOY near Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan
  • SCH ind #4216

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 Pennsylvania →

Geoffrey G. Hallock Money Purchase Pension Plan in the asset neighbourhood

Geoffrey G. Hallock Money Purchase Pension PlanGeoffrey G. Hallock Money Pu…$1MAtef Tawadros, D.D.S., Hr-10 Profit Sharing PlanAtef Tawadros, D.D.S., Hr-10…$1MJames Cw Moy-Money Purchase PlanJames Cw Moy-Money Purchase …$1MChicago Strategy Associates, Inc.-Money Purchase PlanChicago Strategy Associates,…$1MConrado William Asenjo Mayoral Md Retirement PlanConrado William Asenjo Mayor…$1M
End-of-year total assets ($M) among Geoffrey G. Hallock Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$3K
Employer EIN232466085
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Geoffrey G. Hallock, M.D.)

Sponsor-wide plan assets over time

All Geoffrey G. Hallock, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.331964414569299% vs 2022
2024 filing year
$2M$2.05M$2.1M$2.15M$2.2M$2.25M 202220232024 $2.06M $2.22M ▲ +7.8%
Year Plans Participants Total Assets
2022 2 14 $2M
2023 2 12 $2M
2024 2 12 $2M

Nearby Money Purchase Plans in Pennsylvania

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

Geoffrey G. Hallock Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Geoffrey G. Hallock Money Purchase Pension Plan, Total assets ($M): 1.451301 · Participants: 7Geoffrey G. Hallock Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Geoffrey G. Hallock Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Geoffrey G. Hallock Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan in IN ($1M); 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 Geoffrey G. Hallock Money Purchase Pension Plan assets move in 2023?
Geoffrey G. Hallock Money Purchase Pension Plan held essentially flat - up 0.2% during 2023, from $1M to $1M. Reported net income was $3K.
How have Geoffrey G. Hallock, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Geoffrey G. Hallock, M.D.'s sponsor-wide assets grew 7.3%, from $2M to $2M.
Which Money Purchase plans are similar in size to Geoffrey G. Hallock Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Atef Tawadros, D.D.S., Hr-10 Profit Sharing Plan in IN ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Geoffrey G. Hallock Money Purchase Pension 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).