Money Purchase · DOL Form 5500 · 2024

Richard Evans Md Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Richard B. Evans, M.D. Money Purchase & Keogh Plan · Sponsored by Richard Evans Md · New York · Healthcare & Social Assistance

$2M in assets, 1 participants

Richard Evans Md's Richard B. Evans, M.D. Money Purchase & Keogh Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,773 in Healthcare & Social Assistance (16,916 peers)

Richard Evans Md multi-year trail

Richard Evans Md's plans moved +12.5% in assets from 2022 to 2024; this filing shows Richard B. Evans, M.D. Money Purchase & Keogh Plan at $2M / 1 participant.

#4,773
in Healthcare & Social Assistance (16,916 peers)
-9.6%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard B. Evans, M.D. Money Purchase & Keogh Plan among the smaller filed plans by assets

Richard B. Evans, M.D. Money Purchase & Keogh Plan vs every filed plan by assets

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

$2,096,258 30th percentile higher than 30% 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

Richard B. Evans, M.D. Money Purchase & Keogh 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. Richard B. Evans, M.D. Money Purchase & Keogh Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard B. Evans, M.D. Money Purchase & Keogh Plan reported net income fell from $456K in the plan year 2023 filing to -$224K in the plan year 2024 filing.
  • Richard B. Evans, M.D. Money Purchase & Keogh Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161284750 · Richard Evans Md PY 2024 · Money Purchase

Richard B. Evans, M.D. Money Purchase & Keogh Plan · $2M · 1 · 30th

  • EBSA $2M
  • PART 1
  • TYPE 30th
  • NET Money Purchase
  • BOOK near Troy R Keller Aplc Profit Sharing Plan
  • VS-ST ind #4773

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 New York →

Richard B. Evans, M.D. Money Purchase & Keogh Plan in the asset neighbourhood

Richard B. Evans, M.D. Money Purchase & Keogh PlanRichard B. Evans, M.D. Money…$2MTroy R Keller Aplc Profit Sharing PlanTroy R Keller Aplc Profit Sh…$2MCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MRetirement Plan of Richard a. Mellon Separate Trust No. 1Retirement Plan of Richard a…$2MCarl J Pardini Ds Profit Sharing PlanCarl J Pardini Ds Profit Sha…$2M
End-of-year total assets ($M) among Richard B. Evans, M.D. Money Purchase & Keogh Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Richard Evans Md multi-year asset trail

Sponsor-wide plan assets over time

All Richard Evans Md plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.460072467733402% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.86M $2.1M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Richard Evans Md filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$224K
Employer EIN161284750
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Richard B. Evans, M.D. Money Purchase & Keogh Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Richard B. Evans, M.D. Money Purchase & Keogh Plan, Total assets ($B): 0.002096258 · Participants: 1Richard B. Evans, M.D. Money Purchase & Keogh PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Richard B. Evans, M.D. Money Purchase & Keogh Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Richard B. Evans, M.D. Money Purchase & Keogh Plan side-by-side with 3 peers →

Richard B. Evans, M.D. Money Purchase & Keogh Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Troy R Keller Aplc Profit Sharing Plan in LA ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Richard B. Evans, M.D. Money Purchase & Keogh Plan assets move in 2024? ▼
Richard B. Evans, M.D. Money Purchase & Keogh Plan pulled back noticeably - down 9.6% during 2024, from $2M to $2M. Reported net income was -$224K.
How have Richard Evans Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Evans Md's sponsor-wide assets grew 12.5%, from $2M to $2M.
Which Money Purchase plans are similar in size to Richard B. Evans, M.D. Money Purchase & Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Troy R Keller Aplc Profit Sharing Plan in LA ($2M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Richard B. Evans, M.D. Money Purchase & Keogh Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M 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 161284750.

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.