Money Purchase · DOL Form 5500 · 2024

Two Med Investments, LLC Money Purchase Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1
Participants Small participant base
61st
Percentile by assets National rank
$12.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Benjamin E. Myers Money Purchase Pension Plan and Trust · Sponsored by Two Med Investments, LLC · Arizona · Professional & Technical Services

$13M in assets, 1 participants

Two Med Investments, LLC's Benjamin E. Myers Money Purchase Pension Plan and Trust reported $13M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,100 in Professional & Technical Services (20,173 peers)

Two Med Investments, LLC multi-year trail

Two Med Investments, LLC's plans moved +55.1% in assets from 2022 to 2024; this filing shows Benjamin E. Myers Money Purchase Pension Plan and Trust at $13M / 1 participant.

#12,100
in Professional & Technical Services (20,173 peers)
+47.6%
assets growth YoY

Benjamin E. Myers Money Purchase Pension Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Benjamin E. Myers Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$12,852,182 Top 39% higher than 61% 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

Benjamin E. Myers Money Purchase Pension Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benjamin E. Myers Money Purchase Pension Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Benjamin E. Myers Money Purchase Pension Plan and Trust reported net income rose from $420K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Benjamin E. Myers Money Purchase Pension Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860807622 · Two Med Investments, LLC PY 2024 · Money Purchase

Benjamin E. Myers Money Purchase Pension Plan and Trust · $13M · 1 · 61st

  • EOY $13M
  • EOY 1
  • EOY 61st
  • EOY Money Purchase
  • EOY near David Chapman Agency Money Purchase Plan
  • EOY ind #12100

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Benjamin E. Myers Money Purchase Pension Plan and Trust in the asset neighbourhood

Bricklayers Local No. 11 of Calif Pension TrustBricklayers Local No. 11 of …$13MBenjamin E. Myers Money Purchase Pension Plan and TrustBenjamin E. Myers Money Purc…$13MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$13MEcmro PC Employees Pension PlanEcmro PC Employees Pension P…$13MCentral Texas College Employees' Supplemental Plan and TrustCentral Texas College Employ…$13M
End-of-year total assets ($M) among Benjamin E. Myers Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Two Med Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Two Med Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.13126946808302% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $12.9M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 1 $8M
2023 1 1 $9M
2024 1 1 $13M

Two Med Investments, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN860807622
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

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

Benjamin E. Myers Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 050100150 Total assets ($M) Participants Benjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 12.852182 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and TrustIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 136.952336 · Participants: 5798IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 42.320659 · Participants: 1481IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 17.086634 · Participants: 51The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 15.457697 · Participants: 555Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanLexington Medical Associates, Inc. Money Purchase Pension Plan, Total assets ($M): 8.317024 · Participants: 0Lexington Medical Associates, Inc. Money Purchase Pension Plan
Benjamin E. Myers Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Benjamin E. Myers Money Purchase Pension Plan and Trust side-by-side with 3 peers →

Benjamin E. Myers Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is David Chapman Agency Money Purchase Plan in MI ($13M); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Benjamin E. Myers Money Purchase Pension Plan and Trust assets move in 2024? ▼
Benjamin E. Myers Money Purchase Pension Plan and Trust surged - up 47.6% during 2024, from $9M to $13M. Reported net income was $4M.
How have Two Med Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Two Med Investments, LLC's sponsor-wide assets grew 55.1%, from $8M to $13M.
Which Money Purchase plans are similar in size to Benjamin E. Myers Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is David Chapman Agency Money Purchase Plan in MI ($13M, 26 participants).
Which Money Purchase plans cover a similar participant headcount to Benjamin E. Myers Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M 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 860807622.

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.