Money Purchase · DOL Form 5500 · 2023
Au Medical Associates Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 217
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $132,737
- Avg per participant Near avg balance/head
Official DOL plan name: Au Medical Associates Employees' Money Purchase Pension Plan · Sponsored by Au Medical Associates · Georgia · Healthcare & Social Assistance
$29M in assets, 217 participants
Au Medical Associates's Au Medical Associates Employees' Money Purchase Pension Plan reported $29M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,483 in Healthcare & Social Assistance (17,684 peers)
Coverage in Georgia
Au Medical Associates Employees' Money Purchase Pension Plan covers 217 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $29M.
- #14,483
- in Healthcare & Social Assistance (17,684 peers)
- +15.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Au Medical Associates Employees' Money Purchase Pension Plan's outsized position by total assets
Au Medical Associates Employees' Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,803,844 Top 21% higher than 79% 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
Au Medical Associates Employees' Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Au Medical Associates Employees' Money Purchase Pension Plan sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Au Medical Associates Employees' Money Purchase Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Au Medical Associates Employees' Money Purchase Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Au Medical Associates Employees' Money Purchase Pension Plan reported participants fell from 241 in the plan year 2022 filing to 217 in the plan year 2023 filing.
DOL schedule card
Filing strip 580705892 · Au Medical Associates PY 2023 · Money Purchase
Au Medical Associates Employees' Money Purchase Pension Plan · $29M · 217 · 79th
- TYPE $29M
- TYPE 217
- TYPE 79th
- TYPE Money Purchase
- TYPE near Gillig Money Purchase Pension Plan
- TYPE ind #14483
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 Georgia →
Au Medical Associates Employees' Money Purchase Pension Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 580705892 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Au Medical Associates)
Sponsor-wide plan assets over time
All Au Medical Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 73.98796926510003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 1,542 | $114M |
| 2023 | 1 | 217 | $29M |
| 2024 | 1 | 1,177 | $30M |
Nearby Money Purchase Plans in Georgia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Valmet, Inc. Pension Plan and Trust $79M · 1,488
- IBEW Local 508 Pension Fund $74M · 769
- Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan $19M · 378
- William W. Motley Dds Psp $6M · N/A
- Curtis V. Cooper Primary Health Care, Inc. Pension Plan $5M · 130
Au Medical Associates Employees' Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Georgia, the nearest Money Purchase by assets is Gillig Money Purchase Pension Plan in CA ($29M); by covered participants it is Verrill Dana LLP Pension Plan in ME (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.