Money Purchase · DOL Form 5500 · 2023
Ratliff Cpa Firm PC Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3
- Participants Small participant base
Official DOL plan name: Ratliff Cpa Retirement Plan · Sponsored by Ratliff Cpa Firm PC · South Carolina · Professional & Technical Services
N/A in assets, 3 participants
Ratliff Cpa Firm PC's Ratliff Cpa Retirement Plan reported N/A in total assets and 3 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Ratliff Cpa Firm PC multi-year trail
Ratliff Cpa Firm PC's plans moved +21.7% in assets from 2022 to 2023; this filing shows Ratliff Cpa Retirement Plan at N/A / 3 participants.
- -$234K
- reported net income
The plan reported a net loss of $234K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ratliff Cpa Retirement 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. Ratliff Cpa Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ratliff Cpa Retirement Plan reported net income fell from -$50K in the plan year 2022 filing to -$234K in the plan year 2023 filing.
- Ratliff Cpa Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 811576496 · Ratliff Cpa Firm PC PY 2023 · Money Purchase
Ratliff Cpa Retirement Plan · N/A · 3
- BOY N/A
- SCH 3
- EBSA PY 2023
- PART Money Purchase
- TYPE near Ansonics Profit Sharing Plan
- NET -$234K
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 South Carolina →
Ratliff Cpa Firm PC multi-year asset trail
Sponsor-wide plan assets over time
All Ratliff Cpa Firm PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $234K 21.66730895418233% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $192K |
| 2023 | 2 | 6 | $234K |
Ratliff Cpa Firm PC filing trail (2023)
| Total Assets (Beginning of Year) | $234K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$234K |
| Employer EIN | 811576496 |
| Plan Effective Date | 2016-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in South Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ratliff Cpa Retirement Plan's closest out-of-state Money Purchase peers by headcount
Outside South Carolina, the nearest Money Purchase by covered participants is Ansonics Profit Sharing Plan in OR (3 participants; this filing: 3 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.