Money Purchase · DOL Form 5500 · 2024
Creative Data System, Inc Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Creative Data System, Inc · Sponsored by Creative Data System, Inc · New Jersey · Professional & Technical Services
$3M in assets, 2 participants
Creative Data System, Inc's Creative Data System, Inc reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,723 in Professional & Technical Services (20,173 peers)
Creative Data System, Inc multi-year trail
Creative Data System, Inc's plans moved +40.0% in assets from 2022 to 2024; this filing shows Creative Data System, Inc at $3M / 2 participants.
- #5,723
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
Creative Data System, Inc among the smaller filed plans by assets
Creative Data System, Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,552,264 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Creative Data System, Inc among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Creative Data System, Inc is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Creative Data System, Inc end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Creative Data System, Inc reported net income fell from $381K in the plan year 2023 filing to $349K in the plan year 2024 filing.
DOL schedule card
Filing strip 223345840 · Creative Data System, Inc PY 2024 · Money Purchase
Creative Data System, Inc · $3M · 2 · 32nd
- EIN $3M
- RANK 2
- PHOTO 32nd
- IND Money Purchase
- EOY near Dr. Luis J. Deliz Varela Target Benefit Pension Plan
- 5500 ind #5723
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 →
Creative Data System, Inc in the asset neighbourhood
Creative Data System, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Creative Data System, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 40.009731644686354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Creative Data System, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $349K |
| Employer EIN | 223345840 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Creative Data System, Inc's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Dr. Luis J. Deliz Varela Target Benefit Pension Plan in PR ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.