Money Purchase · DOL Form 5500 · 2024
Cynthia Bertrand Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 1
- Participants
- 24th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Hillcrest Farm Money Purchase Pension Plan · Sponsored by Cynthia Bertrand · Massachusetts · Agriculture, Forestry & Fishing
$1M in assets, 1 participants
Cynthia Bertrand's Hillcrest Farm Money Purchase Pension Plan reported $1M in total assets and 1 participant 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)
- #270 in Agriculture, Forestry & Fishing (1,217 peers)
Cynthia Bertrand multi-year trail
Cynthia Bertrand's plans moved +44.6% in assets from 2022 to 2024; this filing shows Hillcrest Farm Money Purchase Pension Plan at $1M / 1 participant.
- $1M
- total plan assets (2024 EOY)
- 1
- covered participants
- 24th
- percentile by assets (of 123,622 plans)
- $1.1M
- avg assets per participant
Where Hillcrest Farm Money Purchase Pension Plan sits by total assets
Hillcrest Farm Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,105,226 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hillcrest Farm Money Purchase Pension Plan end-of-year assets rose from $945K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Hillcrest Farm Money Purchase Pension Plan reported net income fell from $181K in the plan year 2023 filing to $160K in the plan year 2024 filing.
Cynthia Bertrand across 3 plan years on file
Across the 3 plan years Cynthia Bertrand has on file (2022-2024), sponsor-wide plan assets have moved from $764K to $1M, a gain of 44.6%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($764K).
Cynthia Bertrand multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $764K |
| 2023 | 1 | 1 | $945K |
| 2024 | 1 | 1 | $1M |
Cynthia Bertrand filing trail (2024)
| Total Assets (Beginning of Year) | $945K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $160K |
| Employer EIN | 261597558 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hillcrest Farm Money Purchase Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hillcrest Farm Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Hillcrest Farm Money Purchase Pension Plan assets move in 2024? ▼
How have Cynthia Bertrand plan assets changed over time? ▼
Where does Hillcrest Farm Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Hillcrest Farm Money Purchase Pension Plan? ▼
Next read for Hillcrest Farm Money Purchase Pension Pl…
Multi-year trail
Ways to act on Hillcrest Farm Money Purchase Pension Plan's numbers.
- By total assets, Hillcrest Farm Money Purchase Pension 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 Massachusetts. Compare plans
- Cynthia Bertrand's sponsor-wide assets have grown 44.6% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans