Money Purchase · DOL Form 5500 · 2023

Raj Subnani, Md Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$851,503
Avg per participant High balance/head
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Official DOL plan name: Raj Subnani Shearson as Keogh Mp Custodian · Sponsored by Raj Subnani, Md · Texas · Healthcare & Social Assistance

$3M in assets, 4 participants

Raj Subnani, Md's Raj Subnani Shearson as Keogh Mp Custodian reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,964 in Healthcare & Social Assistance (17,684 peers)

Raj Subnani, Md multi-year trail

Raj Subnani, Md's plans moved +39.0% in assets from 2022 to 2024; this filing shows Raj Subnani Shearson as Keogh Mp Custodian at $3M / 4 participants.

#6,964
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Raj Subnani Shearson as Keogh Mp Custodian's mid-pack asset rank among Healthcare & Social Assistance and all filers

Raj Subnani Shearson as Keogh Mp Custodian vs every filed plan by assets

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

$3,406,010 38th percentile higher than 38% 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

Raj Subnani Shearson as Keogh Mp Custodian among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raj Subnani Shearson as Keogh Mp Custodian is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raj Subnani Shearson as Keogh Mp Custodian reported net income rose from -$381K in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • Raj Subnani Shearson as Keogh Mp Custodian reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Raj Subnani Shearson as Keogh Mp Custodian end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640715818 · Raj Subnani, Md PY 2023 · Money Purchase

Raj Subnani Shearson as Keogh Mp Custodian · $3M · 4 · 38th

  • PHOTO $3M
  • PHOTO 4
  • PHOTO 38th
  • PHOTO Money Purchase
  • PHOTO near Pennsylvania College of Art and Design Pension Pla
  • PHOTO ind #6964

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 Texas →

Raj Subnani Shearson as Keogh Mp Custodian in the asset neighbourhood

Walter J Pikul Prototype Retirement PlanWalter J Pikul Prototype Ret…$3MThe Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MPennsylvania College of Art and Design Pension PlaPennsylvania College of Art …$3MKai Ming, Inc. 403(b) DC Retirement PlanKai Ming, Inc. 403(b) DC Ret…$3M
End-of-year total assets ($M) among Raj Subnani Shearson as Keogh Mp Custodian and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Raj Subnani, Md multi-year asset trail

Sponsor-wide plan assets over time

All Raj Subnani, Md plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.011609828161085% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.85M $3.97M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 4 $3M
2024 1 4 $4M

Raj Subnani, Md filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$554K
Employer EIN640715818
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

Raj Subnani Shearson as Keogh Mp Custodian vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Raj Subnani Shearson as Keogh Mp Custodian, Total assets ($B): 0.00340601 · Participants: 4Raj Subnani Shearson as Keogh Mp CustodianOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Raj Subnani Shearson as Keogh Mp Custodian vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Raj Subnani Shearson as Keogh Mp Custodian side-by-side with 3 peers →

Raj Subnani Shearson as Keogh Mp Custodian's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Pennsylvania College of Art and Design Pension Pla in PA ($3M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Raj Subnani Shearson as Keogh Mp Custodian assets move in 2023? ▼
Raj Subnani Shearson as Keogh Mp Custodian grew sharply - up 19.4% during 2023, from $3M to $3M. Reported net income was $554K.
How have Raj Subnani, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raj Subnani, Md's sponsor-wide assets grew 39.0%, from $3M to $4M.
Which Money Purchase plans are similar in size to Raj Subnani Shearson as Keogh Mp Custodian? ▼
Among Money Purchase plans in other states, the closest by assets is Pennsylvania College of Art and Design Pension Pla in PA ($3M, 71 participants).
Which Money Purchase plans cover a similar participant headcount to Raj Subnani Shearson as Keogh Mp Custodian? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 640715818.

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.