Money Purchase · DOL Form 5500 · 2023

Robert H. Felman Md PA Money Purchase Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$34,378
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert H Felman Md PA Money Purchase Pension Plan · Sponsored by Robert H. Felman Md PA · Florida · Healthcare & Social Assistance

$103K in assets, 3 participants

Robert H. Felman Md PA's Robert H Felman Md PA Money Purchase Pension Plan reported $103K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

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

Robert H. Felman Md PA multi-year trail

Robert H. Felman Md PA's plans moved -61.8% in assets from 2022 to 2023; this filing shows Robert H Felman Md PA Money Purchase Pension Plan at $103K / 3 participants.

#796
in Healthcare & Social Assistance (17,684 peers)
-75.8%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert H Felman Md PA Money Purchase Pension Plan among the smaller filed plans by assets

Robert H Felman Md PA Money Purchase Pension Plan vs every filed plan by assets

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

$103,135 7th percentile higher than 7% 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

Robert H Felman Md PA 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. Robert H Felman Md PA Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert H Felman Md PA Money Purchase Pension Plan reported net income fell from -$72K in the plan year 2022 filing to -$323K in the plan year 2023 filing.
  • Robert H Felman Md PA Money Purchase Pension Plan end-of-year assets fell from $427K in the plan year 2022 filing to $103K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650552007 · Robert H. Felman Md PA PY 2023 · Money Purchase

Robert H Felman Md PA Money Purchase Pension Plan · $103K · 3 · 7th

  • SCH $103K
  • EBSA 3
  • PART 7th
  • TYPE Money Purchase
  • NET near North Star Asset Management Money Purchase Pension Plan
  • BOOK ind #796

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 Florida →

Robert H Felman Md PA Money Purchase Pension Plan in the asset neighbourhood

Daniel Jurak Dosc Money Purchase Plan & TrustDaniel Jurak Dosc Money Purc…$106KUnit Design Inc Mp$106KOjos Preciosos Retirement PlanOjos Preciosos Retirement Pl…$109KRobert H Felman Md PA Money Purchase Pension PlanRobert H Felman Md PA Money …$103KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$103K
End-of-year total assets ($M) among Robert H Felman Md PA Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Robert H. Felman Md PA multi-year asset trail

Sponsor-wide plan assets over time

All Robert H. Felman Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$234K 61.81166790543624% vs 2022
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.61M $0.23M ▼ -62.3%
Year Plans Participants Total Assets
2022 2 6 $614K
2023 2 6 $234K

Robert H. Felman Md PA filing trail (2023)

Total Assets (Beginning of Year)$427K
Net Assets (End of Year)$103K
Net Income-$323K
Employer EIN650552007
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Florida

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

Robert H Felman Md PA Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Robert H Felman Md PA Money Purchase Pension Plan, Total assets ($M): 0.103135 · Participants: 3Robert H Felman Md PA 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
Robert H Felman Md PA Money Purchase Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Robert H Felman Md PA Money Purchase Pension Plan side-by-side with 3 peers →

Robert H Felman Md PA Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($103K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103K here).

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.

Frequently Asked Questions

How did Robert H Felman Md PA Money Purchase Pension Plan assets move in 2023? ▼
Robert H Felman Md PA Money Purchase Pension Plan contracted severely - down 75.8% during 2023, from $427K to $103K. Reported net income was -$323K.
How have Robert H. Felman Md PA plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert H. Felman Md PA's sponsor-wide assets declined 61.8%, from $614K to $234K.
Where does Robert H Felman Md PA Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Robert H Felman Md PA Money Purchase Pension Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Robert H Felman Md PA Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($103K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Robert H Felman Md PA Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 650552007.

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.