Money Purchase · DOL Form 5500 · 2023
Swartz Taliaferro Swartz and Goodove PC Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $226,196
- Avg per participant Above avg balance/head
Official DOL plan name: Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · Sponsored by Swartz Taliaferro Swartz and Goodove PC · Virginia · Professional & Technical Services
$3M in assets, 13 participants
Swartz Taliaferro Swartz and Goodove PC's Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,530 in Professional & Technical Services (20,321 peers)
Swartz Taliaferro Swartz and Goodove PC multi-year trail
Swartz Taliaferro Swartz and Goodove PC's plans moved +27.7% in assets from 2022 to 2024; this filing shows Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan at $3M / 13 participants.
- #6,530
- in Professional & Technical Services (20,321 peers)
- +17.0%
- assets growth YoY
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,940,549 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported net income rose from -$670K in the plan year 2022 filing to $427K in the plan year 2023 filing.
- Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541160814 · Swartz Taliaferro Swartz and Goodove PC PY 2023 · Money Purchase
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · $3M · 13 · 35th
- BOY $3M
- SCH 13
- EBSA 35th
- PART Money Purchase
- TYPE near Douglas a Hock Dds Ms PC Money Purchase Pension Plan
- NET ind #6530
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 Virginia →
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in the asset neighbourhood
Swartz Taliaferro Swartz and Goodove PC multi-year asset trail
Sponsor-wide plan assets over time
All Swartz Taliaferro Swartz and Goodove PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.722927122802265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 30 | $5M |
| 2023 | 2 | 26 | $6M |
| 2024 | 2 | 28 | $7M |
Swartz Taliaferro Swartz and Goodove PC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $427K |
| Employer EIN | 541160814 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The George Washington University Retirement Plan for Faculty and Staff $1.3B · 3,809
- Noblis, Inc. Qualified Retirement Plan $222M · 2,122
- Mid-Atlantic States District Council Participating Locals Annuity Fund $128M · 2,849
- American College of Radiology Employees' Pension Plan and Trust $103M · 559
- Operating Engineers Local No. 147 Annuity Fund $56M · 707
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Virginia, the nearest Money Purchase by assets is Douglas a Hock Dds Ms PC Money Purchase Pension Plan in MI ($3M); by covered participants it is Retirement Plan of Cassandra M. Milbury 1940 Trust in PA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Douglas a Hock Dds Ms PC Money Purchase Pension Plan (MI) $3M · 5
- Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan (KS) $3M · 76
- Saleem M Mir, Part Qrp Psp Saleem M Mir, Part Qrp Mpp Saleem M. Mir IRA Contributory (NY) $3M · 2
- Children's Institute, Inc. Retirement Plan (CA) $3M · 249
Similar participant headcount
Nearest other-state filings by covered participants (13 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.