Money Purchase · DOL Form 5500 · 2024

Neil Strefling, P.C., Ept Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$583,029
Avg per participant High balance/head
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Official DOL plan name: Neil Strefling, P.C., Ept · Sponsored by Neil Strefling, P.C., Ept · Michigan · Professional & Technical Services

$1M in assets, 2 participants

Neil Strefling, P.C., Ept's Neil Strefling, P.C., Ept reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,936 in Professional & Technical Services (20,173 peers)

Neil Strefling, P.C., Ept multi-year trail

Neil Strefling, P.C., Ept's plans moved +31.5% in assets from 2022 to 2024; this filing shows Neil Strefling, P.C., Ept at $1M / 2 participants.

#3,936
in Professional & Technical Services (20,173 peers)
+11.3%
assets growth YoY

Neil Strefling, P.C., Ept among the smaller filed plans by assets

Neil Strefling, P.C., Ept vs every filed plan by assets

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

$1,166,058 24th percentile higher than 24% 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

Neil Strefling, P.C., Ept among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neil Strefling, P.C., Ept is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neil Strefling, P.C., Ept reported net income fell from $154K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Neil Strefling, P.C., Ept end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382540366 · Neil Strefling, P.C., Ept PY 2024 · Money Purchase

Neil Strefling, P.C., Ept · $1M · 2 · 24th

  • IND $1M
  • IND 2
  • IND 24th
  • IND Money Purchase
  • IND near Globetech Computing, Inc. Pension Plan
  • IND ind #3936

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 Michigan →

Neil Strefling, P.C., Ept in the asset neighbourhood

Vaughn, Coast & Vaughn, Inc,. Pension PlanVaughn, Coast & Vaughn, Inc,…$1MNeil Strefling, P.C., Ept$1MGlobetech Computing, Inc. Pension PlanGlobetech Computing, Inc. Pe…$1MDennis S. Riff, M.D., Inc. Retirement PlanDennis S. Riff, M.D., Inc. R…$1MEast Coast Medical Services, Inc. Retirement Plan TrustEast Coast Medical Services,…$1M
End-of-year total assets ($M) among Neil Strefling, P.C., Ept and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Neil Strefling, P.C., Ept multi-year asset trail

Sponsor-wide plan assets over time

All Neil Strefling, P.C., Ept plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.45784836527931% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.36M $3.11M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $3M

Neil Strefling, P.C., Ept filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$118K
Employer EIN382540366
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Neil Strefling, P.C., Ept, Total assets ($B): 0.001166058 · Participants: 2Neil Strefling, P.C., EptCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.589855457 · Participants: 35197Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.530589285 · Participants: 17855Michigan Regional Council of Carpenters' Annuity FundP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.25021539 · Participants: 1182P & M Holding Group, LLP & Affiliated Entities Pension PlanOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.247791514 · Participants: 7667Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($B): 0.129114976 · Participants: 4355Michigan Laborers' Annuity Fund
Neil Strefling, P.C., Ept vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Neil Strefling, P.C., Ept side-by-side with 3 peers →

Neil Strefling, P.C., Ept's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Globetech Computing, Inc. Pension Plan in NJ ($1M); 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 Neil Strefling, P.C., Ept assets move in 2024? ▼
Neil Strefling, P.C., Ept grew at a solid clip - up 11.3% during 2024, from $1M to $1M. Reported net income was $118K.
How have Neil Strefling, P.C., Ept plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Strefling, P.C., Ept's sponsor-wide assets grew 31.5%, from $2M to $3M.
Where does Neil Strefling, P.C., Ept rank by assets among Form 5500 filers? ▼
Neil Strefling, P.C., Ept ranks in the 24th 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 Neil Strefling, P.C., Ept? ▼
Among Money Purchase plans in other states, the closest by assets is Globetech Computing, Inc. Pension Plan in NJ ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Neil Strefling, P.C., Ept? ▼
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 382540366.

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.