Money Purchase · DOL Form 5500 · 2023

Daniel Jurak Dosc Money Purchase Plan

Data updated 2026-08-25

$106K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$52,927
Avg per participant Low balance/head
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Official DOL plan name: Daniel Jurak Dosc Money Purchase Plan & Trust · Sponsored by Daniel Jurak Dosc · Illinois · Healthcare & Social Assistance

$106K in assets, 2 participants

Daniel Jurak Dosc's Daniel Jurak Dosc Money Purchase Plan & Trust reported $106K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

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

What the 2023 filing shows

Daniel Jurak Dosc Money Purchase Plan & Trust holds $106K for 2 participants - about $52,927 per participant, among the smaller plans by assets on file.

#811
in Healthcare & Social Assistance (17,684 peers)
+0.0%
assets growth YoY

Daniel Jurak Dosc Money Purchase Plan & Trust among the smaller filed plans by assets

Daniel Jurak Dosc Money Purchase Plan & Trust vs every filed plan by assets

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

$105,854 7th percentile higher than 7% 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

Daniel Jurak Dosc 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. Daniel Jurak Dosc Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 364168910 · Daniel Jurak Dosc PY 2023 · Money Purchase

Daniel Jurak Dosc Money Purchase Plan & Trust · $106K · 2 · 7th

  • TYPE $106K
  • NET 2
  • BOOK 7th
  • VS-ST Money Purchase
  • BOY near Unit Design Inc Mp
  • SCH ind #811

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 →

Daniel Jurak Dosc Money Purchase Plan & Trust in the asset neighbourhood

Daniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KUnit Design Inc Mp$106KOjos Preciosos Retirement PlanOjos Preciosos Retirement Pl…$109KRobert H Felman Md PA Money Purchase Pension PlanRobert H Felman Md PA Money …$103KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$103K
End-of-year total assets ($M) among Daniel Jurak Dosc 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)$106K
Net Assets (End of Year)$106K
Employer EIN364168910
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel Jurak Dosc)

Sponsor-wide plan assets over time

All Daniel Jurak Dosc plans reported in each filing year

Latest sponsor-wide plan assets
$106K 0% vs 2022
2024 filing year
$0.11M 202220232024 $0.11M $0.11M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $106K
2023 1 2 $106K
2024 1 2 $106K

Nearby Money Purchase Plans in Illinois

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

Daniel Jurak Dosc Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Daniel Jurak Dosc Money Purchase Plan & Trust, Total assets ($M): 0.105854 · Participants: 2Daniel Jurak Dosc Money Purchase Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Daniel Jurak Dosc Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Daniel Jurak Dosc Money Purchase Plan & Trust side-by-side with 3 peers →

Daniel Jurak Dosc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Unit Design Inc Mp in LA ($106K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

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 Daniel Jurak Dosc Money Purchase Plan & Trust assets move in 2023? ▼
Daniel Jurak Dosc Money Purchase Plan & Trust held essentially flat - up 0.0% during 2023, from $106K to $106K.
How have Daniel Jurak Dosc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Jurak Dosc's sponsor-wide assets grew 0.0%, from $106K to $106K.
Where does Daniel Jurak Dosc Money Purchase Plan & Trust rank by assets among Form 5500 filers? ▼
Daniel Jurak Dosc Money Purchase Plan & Trust ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Daniel Jurak Dosc Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Unit Design Inc Mp in LA ($106K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Daniel Jurak Dosc Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 364168910.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.