Money Purchase · DOL Form 5500 · 2023

S. Rao Talla, M.D. P.C. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$185,499
Avg per participant Above avg balance/head
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Official DOL plan name: S Rao Talla Md PC Money Purchase Pension · Sponsored by S. Rao Talla, M.D. P.C. · Michigan · Healthcare & Social Assistance

$1M in assets, 6 participants

S. Rao Talla, M.D. P.C.'s S Rao Talla Md PC Money Purchase Pension reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,647 in Healthcare & Social Assistance (17,684 peers)

S. Rao Talla, M.D. P.C. multi-year trail

S. Rao Talla, M.D. P.C.'s plans moved -22.9% in assets from 2022 to 2024; this filing shows S Rao Talla Md PC Money Purchase Pension at $1M / 6 participants.

#3,647
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY

S Rao Talla Md PC Money Purchase Pension among the smaller filed plans by assets

S Rao Talla Md PC Money Purchase Pension vs every filed plan by assets

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

$1,112,992 25th percentile higher than 25% 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

S Rao Talla Md PC Money Purchase Pension among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S Rao Talla Md PC Money Purchase Pension is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S Rao Talla Md PC Money Purchase Pension reported net income rose from -$88K in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • S Rao Talla Md PC Money Purchase Pension reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • S Rao Talla Md PC Money Purchase Pension end-of-year assets rose from $940K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383316128 · S. Rao Talla, M.D. P.C. PY 2023 · Money Purchase

S Rao Talla Md PC Money Purchase Pension · $1M · 6 · 25th

  • BOY $1M
  • SCH 6
  • EBSA 25th
  • PART Money Purchase
  • TYPE near Mccanliss & Early Direction Retirement Paln
  • NET ind #3647

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 Michigan →

S Rao Talla Md PC Money Purchase Pension in the asset neighbourhood

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MAnthony Palmieri, Dmd Money Purchase Pension PlanAnthony Palmieri, Dmd Money …$1MS Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$1MMccanliss & Early Direction Retirement PalnMccanliss & Early Direction …$1MRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1M
End-of-year total assets ($M) among S Rao Talla Md PC Money Purchase Pension and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

S. Rao Talla, M.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All S. Rao Talla, M.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.896885540456367% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.9M $3.01M ▼ -22.8%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 11 $5M
2024 2 8 $3M

S. Rao Talla, M.D. P.C. filing trail (2023)

Total Assets (Beginning of Year)$940K
Net Assets (End of Year)$1M
Net Income$162K
Employer EIN383316128
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

S Rao Talla Md PC Money Purchase Pension vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants S Rao Talla Md PC Money Purchase Pension, Total assets ($B): 0.001112992 · Participants: 6S Rao Talla Md PC Money Purchase PensionCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
S Rao Talla Md PC Money Purchase Pension vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare S Rao Talla Md PC Money Purchase Pension side-by-side with 3 peers →

S Rao Talla Md PC Money Purchase Pension's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Mccanliss & Early Direction Retirement Paln in NY ($1M); 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 S Rao Talla Md PC Money Purchase Pension assets move in 2023? ▼
S Rao Talla Md PC Money Purchase Pension grew sharply - up 18.4% during 2023, from $940K to $1M. Reported net income was $162K.
How have S. Rao Talla, M.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Rao Talla, M.D. P.C.'s sponsor-wide assets declined 22.9%, from $4M to $3M.
Where does S Rao Talla Md PC Money Purchase Pension rank by assets among Form 5500 filers? ▼
S Rao Talla Md PC Money Purchase Pension ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to S Rao Talla Md PC Money Purchase Pension? ▼
Among Money Purchase plans in other states, the closest by assets is Mccanliss & Early Direction Retirement Paln in NY ($1M, 9 participants).
Which Money Purchase plans cover a similar participant headcount to S Rao Talla Md PC Money Purchase Pension? ▼
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 383316128.

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.