Money Purchase · DOL Form 5500 · 2024

Nirupama Patel Money Purchase Plan

Data updated 2026-08-25

$944K
Total assets Small plan by assets
6
Participants Small participant base
23rd
Percentile by assets National rank
$157,300
Avg per participant Above avg balance/head
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Official DOL plan name: Nirupama P Patel · Sponsored by Nirupama Patel · Texas · Healthcare & Social Assistance

$944K in assets, 6 participants

Nirupama Patel's Nirupama P Patel reported $944K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,121 in Healthcare & Social Assistance (16,916 peers)

Nirupama Patel multi-year trail

Nirupama Patel's plans moved +66.5% in assets from 2022 to 2024; this filing shows Nirupama P Patel at $944K / 6 participants.

#3,121
in Healthcare & Social Assistance (16,916 peers)
+5.3%
assets growth YoY

Nirupama P Patel among the smaller filed plans by assets

Nirupama P Patel vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$943,802 23rd percentile higher than 23% of 123,620 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 2024

Nirupama P Patel among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nirupama P Patel is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nirupama P Patel reported net income fell from $234K in the plan year 2023 filing to $48K in the plan year 2024 filing.
  • Nirupama P Patel end-of-year assets rose from $886K in the plan year 2023 filing to $944K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760066501 · Nirupama Patel PY 2024 · Money Purchase

Nirupama P Patel · $944K · 6 · 23rd

  • PHOTO $944K
  • IND 6
  • EOY 23rd
  • 5500 Money Purchase
  • ASSETS near Vincent J Finocchio Jr PC Profit Sharing Plan & Tr
  • PCT ind #3121

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 Texas →

Nirupama P Patel in the asset neighbourhood

W.S.B. Electric Money Purchase Pension PlanW.S.B. Electric Money Purcha…$953KNirupama P Patel$944KVincent J Finocchio Jr PC Profit Sharing Plan & TrVincent J Finocchio Jr PC Pr…$943KMeng Kao Tseng M.D. Money Purchase PlanMeng Kao Tseng M.D. Money Pu…$937KMccormick Kennedy & Robinson PC Employee Pension Benefit PlanMccormick Kennedy & Robinson…$934K
End-of-year total assets ($M) among Nirupama P Patel and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Nirupama Patel multi-year asset trail

Sponsor-wide plan assets over time

All Nirupama Patel plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.53448584590842% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.23M $2.05M ▲ +66.7%
Year Plans Participants Total Assets
2022 2 14 $1M
2023 2 12 $2M
2024 2 12 $2M

Nirupama Patel filing trail (2024)

Total Assets (Beginning of Year)$896K
Net Assets (End of Year)$944K
Net Income$48K
Employer EIN760066501
Plan Effective Date1984-02-02
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

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

Nirupama P Patel vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Nirupama P Patel, Total assets ($B): 0.000943802 · Participants: 6Nirupama P PatelOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Nirupama P Patel vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Nirupama P Patel side-by-side with 3 peers →

Nirupama P Patel's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($943K); by covered participants it is Local 1109 Severance Fund in NY (6 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nirupama P Patel assets move in 2024? ▼
Nirupama P Patel grew at a solid clip - up 5.3% during 2024, from $896K to $944K. Reported net income was $48K.
How have Nirupama Patel plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nirupama Patel's sponsor-wide assets grew 66.5%, from $1M to $2M.
Where does Nirupama P Patel rank by assets among Form 5500 filers? ▼
Nirupama P Patel ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Nirupama P Patel? ▼
Among Money Purchase plans in other states, the closest by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($943K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Nirupama P Patel? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local 1109 Severance Fund in NY (6 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760066501.

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.