Money Purchase · DOL Form 5500 · 2024
Richard Evans Md Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 30th
- Percentile by assets
- $2.1M
- Avg per participant
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.
- 30th percentile by assets (of 123,622 plans)
- #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.
- $2M
- total plan assets (2024 EOY)
- 1
- covered participants
- 30th
- percentile by assets (of 123,622 plans)
- $2.1M
- avg assets per participant
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.
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.
Richard Evans Md across 3 plan years on file
Across the 3 plan years Richard Evans Md has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a gain of 12.5%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2023 ($2M); trough: 2022 ($2M).
Richard Evans Md multi-year asset trail
| 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 EIN | 161284750 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Richard B. Evans, M.D. Money Purchase & Keogh Plan by total assets, not by location.
Frequently Asked Questions
How did Richard B. Evans, M.D. Money Purchase & Keogh Plan assets move in 2024? ▼
How have Richard Evans Md plan assets changed over time? ▼
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Multi-year trail
Ways to act on Richard B. Evans, M.D. Money Purchase & Keogh Plan's numbers.
- By total assets, Richard B. Evans, M.D. Money Purchase & Keogh Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Richard Evans Md's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans