Money Purchase · DOL Form 5500 · 2023

J a Besser & Company, LLC Money Purchase Plan

Data updated 2026-08-25

$200K
Total assets Small plan by assets: 2
Participants Small participant base: 11th
Percentile by assets National rank: $100,084
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph a Besser Cpa Basic · Sponsored by J a Besser & Company, LLC · New Jersey · Professional & Technical Services

$200K in assets, 2 participants

J a Besser & Company, LLC's Joseph a Besser Cpa Basic reported $200K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

#1,708 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Joseph a Besser Cpa Basic holds $200K for 2 participants - about $100,084 per participant, among the smaller plans by assets on file.

#1,708
in Professional & Technical Services (20,321 peers): +0.0%
assets growth YoY

Joseph a Besser Cpa Basic among the smaller filed plans by assets

Joseph a Besser Cpa Basic vs every filed plan by assets

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

$200,167 11th percentile higher than 11% 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

Joseph a Besser Cpa Basic among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph a Besser Cpa Basic is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 223169942 · J a Besser & Company, LLC PY 2023 · Money Purchase

Joseph a Besser Cpa Basic · $200K · 2 · 11th

TYPE $200K
TYPE 2
TYPE 11th
TYPE Money Purchase
TYPE near Ramsey Enterprises Inc Employees' Pension Plan and Trust
TYPE ind #1708

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 New Jersey →

End-of-year total assets ($M) among Joseph a Besser Cpa Basic and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$200K
Net Assets (End of Year)	$200K
Employer EIN	223169942
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J a Besser & Company, LLC)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$200K
2023	1	2	$200K
2024	1	2	N/A

Nearby Money Purchase Plans in New Jersey

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

Joseph a Besser Cpa Basic vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Local 68 Engineers Union Annuity Plan $919M · 5,196
Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
Educational Testing Service 401(a) Retirement Plan $577M · 3,310
Ironworkers Local 11 Annuity Fund $375M · 1,159
Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179

Compare Joseph a Besser Cpa Basic side-by-side with 3 peers →

Joseph a Besser Cpa Basic's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Ramsey Enterprises Inc Employees' Pension Plan and Trust in OK ($199K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200K here).

Ramsey Enterprises Inc Employees' Pension Plan and Trust (OK) $199K · 10
North Star Asset Management Money Purchase Pension Plan (MA) $195K · 2
Neurosurgeons, Ltd. Money Purchase Plan (FL) $208K · 4
Izak Herschitz Md PC Employees Money Purchase Plan (NY) $208K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Blake Money Purchase Pension Plan (MA) 2 · 0 off
Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
The Sellon Retirement Plan (NY) 2 · 0 off
Dr Robert J Lynch Md Keogh (WV) 2 · 0 off

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 Joseph a Besser Cpa Basic assets move in 2023? ▼

Joseph a Besser Cpa Basic held essentially flat - up 0.0% during 2023, from $200K to $200K.

Where does Joseph a Besser Cpa Basic rank by assets among Form 5500 filers? ▼

Joseph a Besser Cpa Basic ranks in the 11th 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 Joseph a Besser Cpa Basic? ▼

Among Money Purchase plans in other states, the closest by assets is Ramsey Enterprises Inc Employees' Pension Plan and Trust in OK ($199K, 10 participants).

Which Money Purchase plans cover a similar participant headcount to Joseph a Besser Cpa Basic? ▼

Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 223169942.