Money Purchase · DOL Form 5500 · 2024

Khosrow Makki Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Money Purchase Pension Plan · Sponsored by Khosrow Makki Money Purchase Pension Plan · Maryland · Healthcare & Social Assistance

$3M in assets, 2 participants

Khosrow Makki Money Purchase Pension Plan's Money Purchase Pension Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,000 in Healthcare & Social Assistance (16,916 peers)

Khosrow Makki Money Purchase Pension Plan multi-year trail

Khosrow Makki Money Purchase Pension Plan's plans moved +35.4% in assets from 2022 to 2024; this filing shows Money Purchase Pension Plan at $3M / 2 participants.

#6,000
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Pension Plan vs every filed plan by assets

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

$3,216,484 35th percentile higher than 35% 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

Money Purchase Pension 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. Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Money Purchase Pension Plan reported net income rose from $391K in the plan year 2023 filing to $497K in the plan year 2024 filing.
  • Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521402597 · Khosrow Makki Money Purchase Pension Plan PY 2024 · Money Purchase

Money Purchase Pension Plan · $3M · 2 · 35th

  • BOY $3M
  • SCH 2
  • EBSA 35th
  • PART Money Purchase
  • TYPE near Sam Berman and Sons Retirement Trust
  • NET ind #6000

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 Maryland →

Money Purchase Pension Plan in the asset neighbourhood

Line and Space LLC Money Purchase PlanLine and Space LLC Money Pur…$3MMoney Purchase Pension Plan$3MSam Berman and Sons Retirement TrustSam Berman and Sons Retireme…$3MSwartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanSwartz Taliaferro Swartz and…$3MRetirement Trust of Middle District Chapter 13 Offices (Winston-Salem)Retirement Trust of Middle D…$3M
End-of-year total assets ($M) among Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Khosrow Makki Money Purchase Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All Khosrow Makki Money Purchase Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.372906108675195% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.69M $6.35M ▲ +35.4%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $5M
2024 2 4 $6M

Khosrow Makki Money Purchase Pension Plan filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$497K
Employer EIN521402597
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

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

Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Money Purchase Pension Plan, Total assets ($B): 0.003216484 · Participants: 2Money Purchase Pension PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined Contribution Plan for the Employees of the American Institute of Physics
Money Purchase Pension Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Money Purchase Pension Plan side-by-side with 3 peers →

Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Sam Berman and Sons Retirement Trust in IA ($3M); 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.

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 Money Purchase Pension Plan assets move in 2024? ▼
Money Purchase Pension Plan grew sharply - up 18.3% during 2024, from $3M to $3M. Reported net income was $497K.
How have Khosrow Makki Money Purchase Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Khosrow Makki Money Purchase Pension Plan's sponsor-wide assets grew 35.4%, from $5M to $6M.
Which Money Purchase plans are similar in size to Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sam Berman and Sons Retirement Trust in IA ($3M, 12 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase Pension 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 521402597.

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.