Money Purchase · DOL Form 5500 · 2023

Jerome Antony Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$638,670
Avg per participant High balance/head
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Official DOL plan name: Jerome Antony Money Purchase Plan · Sponsored by Jerome Antony · Illinois · Healthcare & Social Assistance

$1M in assets, 2 participants

Jerome Antony's Jerome Antony Money Purchase Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,930 in Healthcare & Social Assistance (17,684 peers)

Jerome Antony multi-year trail

Jerome Antony's plans moved +20.0% in assets from 2022 to 2024; this filing shows Jerome Antony Money Purchase Plan at $1M / 2 participants.

#3,930
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Jerome Antony Money Purchase Plan among the smaller filed plans by assets

Jerome Antony Money Purchase Plan vs every filed plan by assets

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

$1,277,339 26th percentile higher than 26% 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

Jerome Antony 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. Jerome Antony Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jerome Antony Money Purchase Plan reported net income rose from -$288K in the plan year 2022 filing to $175K in the plan year 2023 filing.
  • Jerome Antony Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363138225 · Jerome Antony PY 2023 · Money Purchase

Jerome Antony Money Purchase Plan · $1M · 2 · 26th

  • EIN $1M
  • RANK 2
  • PHOTO 26th
  • IND Money Purchase
  • EOY near Bes Consulting Group LLC Retirement Plan
  • 5500 ind #3930

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 →

Jerome Antony Money Purchase Plan in the asset neighbourhood

Jerome Antony Money Purchase PlanJerome Antony Money Purchase…$1MBes Consulting Group LLC Retirement PlanBes Consulting Group LLC Ret…$1MAlan Saven Health Care Keogh PlanAlan Saven Health Care Keogh…$1MRetirement Plan of Cassandra M. Milbury Separate Trust for ChildrenRetirement Plan of Cassandra…$1MRetirement Plan of Seward Prosser Mellon Separate Trust for ChildrenRetirement Plan of Seward Pr…$1M
End-of-year total assets ($M) among Jerome Antony Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jerome Antony multi-year asset trail

Sponsor-wide plan assets over time

All Jerome Antony plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.006160486324024% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.65M $3.18M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 4 $3M
2023 2 4 $3M
2024 2 4 $3M

Jerome Antony filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$175K
Employer EIN363138225
Plan Effective Date1982-12-17
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Jerome Antony Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Jerome Antony Money Purchase Plan, Total assets ($M): 1.277339 · Participants: 2Jerome Antony Money Purchase PlanRetirement 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
Jerome Antony Money Purchase Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Jerome Antony Money Purchase Plan side-by-side with 3 peers →

Jerome Antony Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Bes Consulting Group LLC Retirement Plan in PR ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

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 Jerome Antony Money Purchase Plan assets move in 2023? ▼
Jerome Antony Money Purchase Plan grew sharply - up 15.8% during 2023, from $1M to $1M. Reported net income was $175K.
How have Jerome Antony plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerome Antony's sponsor-wide assets grew 20.0%, from $3M to $3M.
Which Money Purchase plans are similar in size to Jerome Antony Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bes Consulting Group LLC Retirement Plan in PR ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Jerome Antony Money Purchase Plan? ▼
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 363138225.

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.