Money Purchase · DOL Form 5500 · 2023

The Becnel Company, LLC Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$762,969
Avg per participant High balance/head
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Official DOL plan name: The Becnel Company Money Purchase Pension Plan · Sponsored by The Becnel Company, LLC · Florida · Real Estate

$4M in assets, 5 participants

The Becnel Company, LLC's The Becnel Company Money Purchase Pension Plan reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,808 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, The Becnel Company Money Purchase Pension Plan ranks #2,808 of 4,727 2023 filers by assets (681% of the sector average)-$4M for 5 participants.

#2,808
in Real Estate (4,727 peers)
+26.1%
assets growth YoY

The Becnel Company Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

The Becnel Company Money Purchase Pension Plan vs every filed plan by assets

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

$3,814,845 39th percentile higher than 39% 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

The Becnel Company Money Purchase Pension 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. The Becnel Company Money Purchase Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Becnel Company Money Purchase Pension Plan reported net income rose from -$369K in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • The Becnel Company Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720689046 · The Becnel Company, LLC PY 2023 · Money Purchase

The Becnel Company Money Purchase Pension Plan · $4M · 5 · 39th

  • EIN $4M
  • RANK 5
  • PHOTO 39th
  • IND Money Purchase
  • EOY near I.a.T.S.E. Atlanta Annuity Trust
  • 5500 ind #2808

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 Real Estate retirement plans → · Plans in Florida →

The Becnel Company Money Purchase Pension Plan in the asset neighbourhood

Retirement Trust of Middle District Chapter 13 Offices (Greensboro)Retirement Trust of Middle D…$4MI.a.T.S.E. Atlanta Annuity TrustI.a.T.S.E. Atlanta Annuity T…$4MThe Becnel Company Money Purchase Pension PlanThe Becnel Company Money Pur…$4MH. G. H. Electric Money Purchase Pension PlanH. G. H. Electric Money Purc…$4MDr. Jose R. Cumba Retirement PlanDr. Jose R. Cumba Retirement…$4M
End-of-year total assets ($M) among The Becnel Company Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$790K
Employer EIN720689046
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Becnel Company, LLC)

Sponsor-wide plan assets over time

All The Becnel Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 51.84222993714152% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.02M $4.59M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $4M
2024 1 5 $5M

Nearby Money Purchase Plans in Florida

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

The Becnel Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants The Becnel Company Money Purchase Pension Plan, Total assets ($M): 3.814845 · Participants: 5The Becnel Company Money Purchase Pension PlanElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanSouthern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity Fund
The Becnel Company Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants

The Becnel Company Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is I.a.T.S.E. Atlanta Annuity Trust in TN ($4M); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Becnel Company Money Purchase Pension Plan assets move in 2023?
The Becnel Company Money Purchase Pension Plan grew sharply - up 26.1% during 2023, from $3M to $4M. Reported net income was $790K.
How have The Becnel Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Becnel Company, LLC's sponsor-wide assets grew 51.8%, from $3M to $5M.
Which Money Purchase plans are similar in size to The Becnel Company Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is I.a.T.S.E. Atlanta Annuity Trust in TN ($4M, 661 participants).
Which Money Purchase plans cover a similar participant headcount to The Becnel Company Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K in assets).