Money Purchase · DOL Form 5500 · 2024
Michael Lomenzo Cpa PC Money Purchase Plan
Data updated 2026-08-11
- $202K
- Total assets
- 1
- Participants
- 10th
- Percentile by assets
- $202,246
- Avg per participant
Official DOL plan name: Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan · Sponsored by Michael Lomenzo Cpa PC · New Jersey · Professional & Technical Services
$202K in assets, 1 participants
Michael Lomenzo Cpa PC's Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan reported $202K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- 10th percentile by assets (of 123,622 plans)
- #1,701 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan holds $202K for 1 participant - about $202,246 per participant, among the smaller plans by assets on file.
- $202K
- total plan assets (2024 EOY)
- 1
- covered participants
- 10th
- percentile by assets (of 123,622 plans)
- $202,246
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan reported net income rose from $5K in the plan year 2023 filing to $6K in the plan year 2024 filing.
- Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan end-of-year assets rose from $196K in the plan year 2023 filing to $202K in the plan year 2024 filing.
Money Purchase filing for Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan
Money Purchase filing for plan year 2024: EIN 223346374 ; effective since 1994-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $196K |
|---|---|
| Net Assets (End of Year) | $202K |
| Net Income | $6K |
| Employer EIN | 223346374 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Lomenzo Cpa PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $420K |
| 2023 | 2 | 2 | $437K |
| 2024 | 2 | 2 | $457K |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan's numbers.
- By total assets, Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Michael Lomenzo Cpa PC's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans