Money Purchase · DOL Form 5500 · 2024
Daniel T Williams Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
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.
- #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.
- #4,637
- in Healthcare & Social Assistance (16,916 peers)
- -0.9%
- assets change YoY
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.
Daniel T Williams Money Purchase Plan among the smaller filed plans by assets
Daniel T Williams Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,979,133 29th percentile higher than 29% 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
Daniel T Williams 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. Daniel T Williams Money Purchase Plan is a micro filing (1 participant), the leftmost band.
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.
Published 5500 schedule card
Filing strip 112337879 · Daniel T Williams PY 2024 · Money Purchase
Daniel T Williams Money Purchase Plan · $2M · 1 · 29th
- BOOK $2M
- BOOK 1
- BOOK 29th
- BOOK Money Purchase
- BOOK near Caribbean Retailers Inc Employee Retirement Plan
- BOOK ind #4637
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 New York →
Daniel T Williams Money Purchase Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$18K |
| Employer EIN | 112337879 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel T Williams)
Sponsor-wide plan assets over time
All Daniel T Williams plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 5.633534445213025% vs 2022
- 2024 filing year
| 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.
- 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
Daniel T Williams Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Caribbean Retailers Inc Employee Retirement Plan in PR ($2M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Robert Duane Ralston Pension Plan (IL) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.