Money Purchase · DOL Form 5500 · 2024

Dr Robert J Lynch Md Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
48th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Dr Robert J Lynch Md Keogh · Sponsored by Dr Robert J Lynch Md · West Virginia · Healthcare & Social Assistance

$7M in assets, 2 participants

Dr Robert J Lynch Md's Dr Robert J Lynch Md Keogh reported $7M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,879 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Dr Robert J Lynch Md Keogh grew at a solid clip 10.1% in 2024 ($6M → $7M) for 2 participants.

#8,879
in Healthcare & Social Assistance (16,916 peers)
+10.1%
assets growth YoY

Dr Robert J Lynch Md Keogh's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr Robert J Lynch Md Keogh vs every filed plan by assets

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

$6,874,289 48th percentile higher than 48% 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

Dr Robert J Lynch Md Keogh among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Robert J Lynch Md Keogh is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr Robert J Lynch Md Keogh reported net income rose from $27K in the plan year 2023 filing to $629K in the plan year 2024 filing.
  • Dr Robert J Lynch Md Keogh end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 550631057 · Dr Robert J Lynch Md PY 2024 · Money Purchase

Dr Robert J Lynch Md Keogh · $7M · 2 · 48th

  • BOY $7M
  • SCH 2
  • EBSA 48th
  • PART Money Purchase
  • TYPE near University of Maryland Foundation, Inc. 401(a) DC Plan
  • NET ind #8879

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 West Virginia →

Dr Robert J Lynch Md Keogh in the asset neighbourhood

Stereo Publishers Pension FundStereo Publishers Pension Fu…$7MStaten Island Physician Practice, P.C. Union Employees Pension PlanStaten Island Physician Prac…$7MAmerican Radio Association Individual Account PlanAmerican Radio Association I…$7MUniversity of Maryland Foundation, Inc. 401(a) DC PlanUniversity of Maryland Found…$7MDr Robert J Lynch Md Keogh$7M
End-of-year total assets ($M) among Dr Robert J Lynch Md Keogh and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Dr Robert J Lynch Md years around the 2024 move

Sponsor-wide plan assets over time

All Dr Robert J Lynch Md plans reported in each filing year

Latest sponsor-wide plan assets
$8M 9.715447054414334% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.72M $8.47M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 4 $8M
2023 2 4 $8M
2024 2 4 $8M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$629K
Employer EIN550631057
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in West Virginia

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

Dr Robert J Lynch Md Keogh vs. nearby Money Purchase plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Dr Robert J Lynch Md Keogh, Total assets ($M): 6.874289 · Participants: 2Dr Robert J Lynch Md KeoghWest Virginia University Medical Corporation Retirement Plan, Total assets ($M): 392.437547 · Participants: 1946West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 106.906068 · Participants: 2084University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanPlumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 74.951905 · Participants: 2909Plumbers & Pipefitters Local 152 Retirement AnnuitIBEW Local 968 Pension Fund, Total assets ($M): 73.195529 · Participants: 355IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 65.242016 · Participants: 157West Virginia University Medical Corp. Charleston Division Retirement Plan
Dr Robert J Lynch Md Keogh vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare Dr Robert J Lynch Md Keogh side-by-side with 3 peers →

Dr Robert J Lynch Md Keogh's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is University of Maryland Foundation, Inc. 401(a) DC Plan in MD ($7M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

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

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 Dr Robert J Lynch Md Keogh assets move in 2024? ▼
Dr Robert J Lynch Md Keogh grew at a solid clip - up 10.1% during 2024, from $6M to $7M. Reported net income was $629K.
How have Dr Robert J Lynch Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr Robert J Lynch Md's sponsor-wide assets grew 9.7%, from $8M to $8M.
Which Money Purchase plans are similar in size to Dr Robert J Lynch Md Keogh? ▼
Among Money Purchase plans in other states, the closest by assets is University of Maryland Foundation, Inc. 401(a) DC Plan in MD ($7M, 25 participants).
Which Money Purchase plans cover a similar participant headcount to Dr Robert J Lynch Md Keogh? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 550631057.

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.