Money Purchase · DOL Form 5500 · 2024

Patricia a Talamo Od Money Purchase Plan

Data updated 2026-08-25

$631K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$315,427
Avg per participant High balance/head
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Official DOL plan name: Patricia a Talamo Od LLC Money Purchase Plan · Sponsored by Patricia a Talamo Od · Pennsylvania · Healthcare & Social Assistance

$631K in assets, 2 participants

Patricia a Talamo Od's Patricia a Talamo Od LLC Money Purchase Plan reported $631K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,535 in Healthcare & Social Assistance (16,916 peers)

Patricia a Talamo Od multi-year trail

Patricia a Talamo Od's plans moved +51.3% in assets from 2022 to 2024; this filing shows Patricia a Talamo Od LLC Money Purchase Plan at $631K / 2 participants.

#2,535
in Healthcare & Social Assistance (16,916 peers)
+26.1%
assets growth YoY

Patricia a Talamo Od LLC Money Purchase Plan among the smaller filed plans by assets

Patricia a Talamo Od LLC Money Purchase Plan vs every filed plan by assets

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

$630,853 20th percentile higher than 20% 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

Patricia a Talamo Od LLC Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patricia a Talamo Od LLC Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patricia a Talamo Od LLC Money Purchase Plan reported net income rose from $84K in the plan year 2023 filing to $130K in the plan year 2024 filing.
  • Patricia a Talamo Od LLC Money Purchase Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Patricia a Talamo Od LLC Money Purchase Plan end-of-year assets rose from $500K in the plan year 2023 filing to $631K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461619513 · Patricia a Talamo Od PY 2024 · Money Purchase

Patricia a Talamo Od LLC Money Purchase Plan · $631K · 2 · 20th

  • TYPE $631K
  • NET 2
  • BOOK 20th
  • VS-ST Money Purchase
  • BOY near Zavala-Martinez Retirement Plan
  • SCH ind #2535

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 Pennsylvania →

Patricia a Talamo Od LLC Money Purchase Plan in the asset neighbourhood

US Adhesives Profit Sharing PlanUS Adhesives Profit Sharing …$635KPatricia a Talamo Od LLC Money Purchase PlanPatricia a Talamo Od LLC Mon…$631KZavala-Martinez Retirement PlanZavala-Martinez Retirement P…$628KWentworth Tire Services Inc.Money Purchase Pension PlanWentworth Tire Services Inc.…$634KKidpower Money Purchase Pension PlanKidpower Money Purchase Pens…$626K
End-of-year total assets ($M) among Patricia a Talamo Od LLC Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Patricia a Talamo Od multi-year asset trail

Sponsor-wide plan assets over time

All Patricia a Talamo Od plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.250883320882714% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.99M $1.5M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 6 $991K
2023 2 6 $1M
2024 2 4 $1M

Patricia a Talamo Od filing trail (2024)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$631K
Net Income$130K
Employer EIN461619513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Patricia a Talamo Od LLC Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Patricia a Talamo Od LLC Money Purchase Plan, Total assets ($M): 0.630853 · Participants: 2Patricia a Talamo Od LLC Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Patricia a Talamo Od LLC Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Patricia a Talamo Od LLC Money Purchase Plan side-by-side with 3 peers →

Patricia a Talamo Od LLC Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Zavala-Martinez Retirement Plan in PR ($628K); 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 ($631K here).

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 Patricia a Talamo Od LLC Money Purchase Plan assets move in 2024? ▼
Patricia a Talamo Od LLC Money Purchase Plan grew sharply - up 26.1% during 2024, from $500K to $631K. Reported net income was $130K.
How have Patricia a Talamo Od plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patricia a Talamo Od's sponsor-wide assets grew 51.3%, from $991K to $1M.
Where does Patricia a Talamo Od LLC Money Purchase Plan rank by assets among Form 5500 filers? ▼
Patricia a Talamo Od LLC Money Purchase Plan ranks in the 20th 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 Patricia a Talamo Od LLC Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Zavala-Martinez Retirement Plan in PR ($628K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Patricia a Talamo Od LLC Money Purchase Plan? ▼
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 461619513.

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.