Money Purchase · DOL Form 5500 · 2024

Pandolfi Properties Inc. Money Purchase Plan

Data updated 2026-08-25

$643K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$321,418
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pandolfi Properties Inc. Pension Plan · Sponsored by Pandolfi Properties Inc. · Connecticut · Real Estate

$643K in assets, 2 participants

Pandolfi Properties Inc.'s Pandolfi Properties Inc. Pension Plan reported $643K 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.

  • #1,565 in Real Estate (4,605 peers)

What the 2024 filing shows

Pandolfi Properties Inc. Pension Plan holds $643K for 2 participants - about $321,418 per participant, among the smaller plans by assets on file.

#1,565
in Real Estate (4,605 peers)
-1.5%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pandolfi Properties Inc. Pension Plan among the smaller filed plans by assets

Pandolfi Properties Inc. Pension Plan vs every filed plan by assets

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

$642,835 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

Pandolfi Properties Inc. 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. Pandolfi Properties Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pandolfi Properties Inc. Pension Plan reported net income rose from -$52K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
  • Pandolfi Properties Inc. Pension Plan end-of-year assets fell from $653K in the plan year 2023 filing to $643K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061082580 · Pandolfi Properties Inc. PY 2024 · Money Purchase

Pandolfi Properties Inc. Pension Plan · $643K · 2 · 20th

  • EOY $643K
  • 5500 2
  • ASSETS 20th
  • PCT Money Purchase
  • EIN near Gerald L. Bowen, PC Money Purchase Pension Plan
  • RANK ind #1565

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 Real Estate retirement plans → · Plans in Connecticut →

Pandolfi Properties Inc. Pension Plan in the asset neighbourhood

Kiran R Bais Money Purchase Plan & TrustKiran R Bais Money Purchase …$646KPandolfi Properties Inc. Pension PlanPandolfi Properties Inc. Pen…$643KGerald L. Bowen, PC Money Purchase Pension PlanGerald L. Bowen, PC Money Pu…$645KBenjamin Perez Soto Retirement PlanBenjamin Perez Soto Retireme…$639KMlpfs Cust Fpo Moe Vokshoor Dds BasicMlpfs Cust Fpo Moe Vokshoor …$638K
End-of-year total assets ($M) among Pandolfi Properties Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$653K
Net Assets (End of Year)$643K
Net Income-$10K
Employer EIN061082580
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pandolfi Properties Inc.)

Sponsor-wide plan assets over time

All Pandolfi Properties Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$643K 8.86232978187979% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.71M $0.64M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 2 $705K
2023 1 2 $653K
2024 1 2 $643K

Nearby Money Purchase Plans in Connecticut

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

Pandolfi Properties Inc. Pension Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Pandolfi Properties Inc. Pension Plan, Total assets ($M): 0.642835 · Participants: 2Pandolfi Properties Inc. Pension PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 870.342846 · Participants: 9637New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 199.628221 · Participants: 683Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 86.006269 · Participants: 477Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.900134 · Participants: 340Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 30.235031 · Participants: 631IBEW Local No. 223 Deferred Income Plan
Pandolfi Properties Inc. Pension Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Pandolfi Properties Inc. Pension Plan side-by-side with 3 peers →

Pandolfi Properties Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Gerald L. Bowen, PC Money Purchase Pension Plan in PA ($645K); 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 Pandolfi Properties Inc. Pension Plan assets move in 2024? ▼
Pandolfi Properties Inc. Pension Plan edged down modestly - down 1.5% during 2024, from $653K to $643K. Reported net income was -$10K.
How have Pandolfi Properties Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pandolfi Properties Inc.'s sponsor-wide assets declined 8.9%, from $705K to $643K.
Where does Pandolfi Properties Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Pandolfi Properties Inc. Pension 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 Pandolfi Properties Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gerald L. Bowen, PC Money Purchase Pension Plan in PA ($645K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Pandolfi Properties Inc. 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 061082580.

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.