Money Purchase · DOL Form 5500 · 2024

Daniel T Williams Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
1
Participants
29th
Percentile by assets
$2.0M
Avg per participant
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Official DOL plan name: Daniel T Williams Money Purchase Plan · Sponsored by Daniel T Williams · New York · Healthcare & Social Assistance

$2M in assets, 1 participants

Daniel T Williams's Daniel T Williams Money Purchase Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • 29th percentile by assets (of 123,622 plans)
  • #4,637 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Daniel T Williams Money Purchase Plan holds $2M for 1 participant - about $2.0M per participant, in the lower half of filed plans by assets.

$2M
total plan assets (2024 EOY)
1
covered participants
29th
percentile by assets (of 123,622 plans)
$2.0M
avg assets per participant

The plan reported a net loss of $18K 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

  • Daniel T Williams Money Purchase Plan reported net income fell from $123K in the plan year 2023 filing to -$18K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Money Purchase filing for Daniel T Williams Money Purchase Plan

Money Purchase filing for plan year 2024: EIN 112337879 ; effective since 1983-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$18K
Employer EIN112337879
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daniel T Williams)

$1.85M$1.9M$1.95M$2M$2.05M 202220232024 $1.87M $1.98M ▲ +5.9%
Total plan assets by year, all Daniel T Williams plans on file
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Money Purchase Plans in New York

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

Daniel T Williams Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Daniel T Williams Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Daniel T Williams Mo…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Daniel T Williams Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Daniel T Williams Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Daniel T Williams Money Purchase Plan assets move in 2024?
Daniel T Williams Money Purchase Plan held essentially flat - down 0.9% during 2024, from $2M to $2M. Reported net income was -$18K.
How have Daniel T Williams plan assets changed over time?
Across 3 plan years on file (2022-2024), Daniel T Williams's sponsor-wide assets grew 5.6%, from $2M to $2M.
Which Money Purchase plans are similar in size to Daniel T Williams Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Caribbean Retailers Inc Employee Retirement Plan in PR ($2M, 15 participants).

Filing takeaways

Ways to act on Daniel T Williams Money Purchase Plan's numbers.