Money Purchase · DOL Form 5500 · 2023

American Lawyers Company Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
38th
Percentile by assets National rank
$691,515
Avg per participant High balance/head
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Official DOL plan name: American Lawyers Company Pension Plan and Trust · Sponsored by American Lawyers Company · Ohio · Information & Media

$3M in assets, 5 participants

American Lawyers Company's American Lawyers Company Pension Plan and Trust reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #621 in Information & Media (2,818 peers)

American Lawyers Company multi-year trail

American Lawyers Company's plans moved +32.7% in assets from 2022 to 2024; this filing shows American Lawyers Company Pension Plan and Trust at $3M / 5 participants.

#621
in Information & Media (2,818 peers)
+15.1%
assets growth YoY

American Lawyers Company Pension Plan and Trust's mid-pack asset rank among Information & Media and all filers

American Lawyers Company Pension Plan and Trust vs every filed plan by assets

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

$3,457,576 38th percentile higher than 38% 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

American Lawyers Company Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Lawyers Company Pension Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Lawyers Company Pension Plan and Trust reported net income rose from -$611K in the plan year 2022 filing to $453K in the plan year 2023 filing.
  • American Lawyers Company Pension Plan and Trust reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • American Lawyers Company Pension Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340668850 · American Lawyers Company PY 2023 · Money Purchase

American Lawyers Company Pension Plan and Trust · $3M · 5 · 38th

  • RANK $3M
  • PHOTO 5
  • IND 38th
  • EOY Money Purchase
  • 5500 near Sundown M Ranch Corporation Employees Retirement Plan
  • ASSETS ind #621

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 Information & Media retirement plans → · Plans in Ohio →

American Lawyers Company Pension Plan and Trust in the asset neighbourhood

American Lawyers Company Pension Plan and TrustAmerican Lawyers Company Pen…$3MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$3MGeorgiou Consulting, Inc. Money Purchase PlanGeorgiou Consulting, Inc. Mo…$3MGross Kaplan & Osiol, L.L.C. Keogh Profit SharingGross Kaplan & Osiol, L.L.C.…$3MJoseph R. Pozzuolo Assoc., P.C. Money Purchase Pension PlanJoseph R. Pozzuolo Assoc., P…$3M
End-of-year total assets ($M) among American Lawyers Company Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

American Lawyers Company multi-year asset trail

Sponsor-wide plan assets over time

All American Lawyers Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.7184362983383% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.07M $4.08M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 8 $3M
2023 2 7 $4M
2024 2 7 $4M

American Lawyers Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$453K
Employer EIN340668850
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

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

American Lawyers Company Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants American Lawyers Company Pension Plan and Trust, Total assets ($B): 0.003457576 · Participants: 5American Lawyers Company Pension Plan and TrustThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
American Lawyers Company Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare American Lawyers Company Pension Plan and Trust side-by-side with 3 peers →

American Lawyers Company Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Sundown M Ranch Corporation Employees Retirement Plan in WA ($3M); 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 American Lawyers Company Pension Plan and Trust assets move in 2023? ▼
American Lawyers Company Pension Plan and Trust grew sharply - up 15.1% during 2023, from $3M to $3M. Reported net income was $453K.
How have American Lawyers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Lawyers Company's sponsor-wide assets grew 32.7%, from $3M to $4M.
Which Money Purchase plans are similar in size to American Lawyers Company Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Sundown M Ranch Corporation Employees Retirement Plan in WA ($3M, 108 participants).
Which Money Purchase plans cover a similar participant headcount to American Lawyers Company Pension Plan and Trust? ▼
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).

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 340668850.

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.