Money Purchase · DOL Form 5500 · 2024

Hylton S Petit Jr Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 28th
Percentile by assets National rank: $556,043
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Hylton S Petit Jr Money Purchase Plan · Sponsored by Hylton S Petit Jr · Louisiana · Finance & Insurance

$2M in assets, 3 participants

Hylton S Petit Jr's Hylton S Petit Jr Money Purchase Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#1,459 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Hylton S Petit Jr Money Purchase Plan holds $2M for 3 participants - about $556,043 per participant, in the lower half of filed plans by assets.

#1,459
in Finance & Insurance (8,549 peers): +4.8%
assets growth YoY

Hylton S Petit Jr Money Purchase Plan among the smaller filed plans by assets

Hylton S Petit Jr Money Purchase Plan vs every filed plan by assets

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

$1,668,129 28th percentile higher than 28% 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

Hylton S Petit Jr Money Purchase 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. Hylton S Petit Jr Money Purchase Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hylton S Petit Jr Money Purchase Plan reported net income rose from $43K in the plan year 2023 filing to $76K in the plan year 2024 filing.
Hylton S Petit Jr Money Purchase Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720760840 · Hylton S Petit Jr PY 2024 · Money Purchase

Hylton S Petit Jr Money Purchase Plan · $2M · 3 · 28th

5500 $2M
5500 3
5500 28th
5500 Money Purchase
5500 near Eugene Gibilaro Md Profit Sharing Plan
5500 ind #1459

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 Finance & Insurance retirement plans → · Plans in Louisiana →

End-of-year total assets ($M) among Hylton S Petit Jr Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$76K
Employer EIN	720760840
Plan Effective Date	1979-12-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Hylton S Petit Jr)

Latest sponsor-wide plan assets: $2M 7.686880065588375% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	1	3	$2M

Nearby Money Purchase Plans in Louisiana

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

Hylton S Petit Jr Money Purchase Plan vs. nearby Money Purchase plans in Louisiana, assets vs. participants

Atlas Retirement Plan $5M · 12
Troy R Keller Aplc Profit Sharing Plan $2M · 3
Ray L Vaughn $1M · 5
Cbd Docusource Profit Sharing Plan $1M · 6
Purnachandra Yerneni Md Keogh Profit Sharing $1M · N/A

Compare Hylton S Petit Jr Money Purchase Plan side-by-side with 3 peers →

Hylton S Petit Jr Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Louisiana, the nearest Money Purchase by assets is Eugene Gibilaro Md Profit Sharing Plan in NY ($2M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Eugene Gibilaro Md Profit Sharing Plan (NY) $2M · 4
Day & Night Delivery, Inc. Money Purchase Pension Plan (CA) $2M · 3
Hotel & Restaurant Industry Restated Pension Plan (WI) $2M · 586
The Toolworks, Inc. Money Purchase Plan & Trust (CA) $2M · 290

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Ansonics Profit Sharing Plan (OR) 3 · 0 off
Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
Software Plus Money Purchase (MI) 3 · 0 off
Software Plus P-S Plan (MI) 3 · 0 off

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 Hylton S Petit Jr Money Purchase Plan assets move in 2024? ▼

Hylton S Petit Jr Money Purchase Plan edged up modestly - up 4.8% during 2024, from $2M to $2M. Reported net income was $76K.

How have Hylton S Petit Jr plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hylton S Petit Jr's sponsor-wide assets grew 7.7%, from $2M to $2M.

Which Money Purchase plans are similar in size to Hylton S Petit Jr Money Purchase Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Eugene Gibilaro Md Profit Sharing Plan in NY ($2M, 4 participants).

Which Money Purchase plans cover a similar participant headcount to Hylton S Petit Jr Money Purchase Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 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 720760840.