Money Purchase · DOL Form 5500 · 2024
Neil Strefling, P.C., Ept Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 2
- Participants
- 24th
- Percentile by assets
- $583,029
- Avg per participant
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.
- 24th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 2
- covered participants
- 24th
- percentile by assets (of 123,622 plans)
- $583,029
- avg assets per participant
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.
Neil Strefling, P.C., Ept across 3 plan years on file
Across the 3 plan years Neil Strefling, P.C., Ept has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 31.5%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Neil Strefling, P.C., Ept multi-year asset trail
| 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 EIN | 382540366 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING 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
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Neil Strefling, P.C., Ept by total assets, not by location.
Frequently Asked Questions
How did Neil Strefling, P.C., Ept assets move in 2024? ▼
How have Neil Strefling, P.C., Ept plan assets changed over time? ▼
Where does Neil Strefling, P.C., Ept rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Neil Strefling, P.C., Ept? ▼
Next read for Neil Strefling, P.C., Ept
Multi-year trail
Ways to act on Neil Strefling, P.C., Ept's numbers.
- By total assets, Neil Strefling, P.C., Ept 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 Michigan. Compare plans
- Neil Strefling, P.C., Ept's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans