Money Purchase · DOL Form 5500 · 2023

Parsons Smith & Stone Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$465,647
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Parsons Smith & Stone - Money Purchase Plan · Sponsored by Parsons Smith & Stone · Idaho · Professional & Technical Services

$3M in assets, 6 participants

Parsons Smith & Stone's Parsons Smith & Stone - Money Purchase Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,374 in Professional & Technical Services (20,321 peers)

Parsons Smith & Stone multi-year trail

Parsons Smith & Stone's plans moved +43.2% in assets from 2022 to 2024; this filing shows Parsons Smith & Stone - Money Purchase Plan at $3M / 6 participants.

#6,374
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY

Parsons Smith & Stone - Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers

Parsons Smith & Stone - Money Purchase Plan vs every filed plan by assets

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

$2,793,880 35th percentile higher than 35% 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

Parsons Smith & Stone - 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. Parsons Smith & Stone - Money Purchase Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Parsons Smith & Stone - Money Purchase Plan reported net income rose from -$667K in the plan year 2022 filing to $463K in the plan year 2023 filing.
  • Parsons Smith & Stone - Money Purchase Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Parsons Smith & Stone - Money Purchase Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820256584 · Parsons Smith & Stone PY 2023 · Money Purchase

Parsons Smith & Stone - Money Purchase Plan · $3M · 6 · 35th

  • PCT $3M
  • PCT 6
  • PCT 35th
  • PCT Money Purchase
  • PCT near Office & Professional Employees Local #98 Pension Plan
  • PCT ind #6374

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 Idaho →

Parsons Smith & Stone - Money Purchase Plan in the asset neighbourhood

Pendleton Nursing Home, Inc. Pension PlanPendleton Nursing Home, Inc.…$3MMichigan Association of Secondary School Principals Employees Pension Trust PlanMichigan Association of Seco…$3MParsons Smith & Stone - Money Purchase PlanParsons Smith & Stone - Mone…$3MOffice & Professional Employees Local #98 Pension PlanOffice & Professional Employ…$3MKai Ming, Inc. 403(b) Defined Contribution RetiremKai Ming, Inc. 403(b) Define…$3M
End-of-year total assets ($M) among Parsons Smith & Stone - Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Parsons Smith & Stone multi-year asset trail

Sponsor-wide plan assets over time

All Parsons Smith & Stone plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.153319934846486% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.94M $4.21M ▲ +43.2%
Year Plans Participants Total Assets
2022 2 16 $3M
2023 2 12 $4M
2024 2 14 $4M

Parsons Smith & Stone filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$463K
Employer EIN820256584
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Idaho

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

Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Parsons Smith & Stone - Money Purchase Plan, Total assets ($B): 0.00279388 · Participants: 6Parsons Smith & Stone - Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement Plan
Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants
Compare Parsons Smith & Stone - Money Purchase Plan side-by-side with 3 peers →

Parsons Smith & Stone - Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Idaho, the nearest Money Purchase by assets is Office & Professional Employees Local #98 Pension Plan in OH ($3M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Parsons Smith & Stone - Money Purchase Plan assets move in 2023? ▼
Parsons Smith & Stone - Money Purchase Plan grew sharply - up 19.9% during 2023, from $2M to $3M. Reported net income was $463K.
How have Parsons Smith & Stone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Parsons Smith & Stone's sponsor-wide assets grew 43.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Parsons Smith & Stone - Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Office & Professional Employees Local #98 Pension Plan in OH ($3M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Parsons Smith & Stone - Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants, $920K 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 820256584.

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.