Money Purchase · DOL Form 5500 · 2024

Two Med Investments, LLC Money Purchase Plan

Data updated 2026-08-11

$13M
Total assets
1
Participants
61st
Percentile by assets
$12.9M
Avg per participant
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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.

  • 61st percentile by assets (of 123,622 plans)
  • #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.

$13M
total plan assets (2024 EOY)
1
covered participants
61st
percentile by assets (of 123,622 plans)
$12.9M
avg assets per participant

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 →

Two Med Investments, LLC across 3 plan years on file

Across the 3 plan years Two Med Investments, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $13M, a gain of 55.1%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($8M).

Two Med Investments, LLC multi-year asset trail

$6M$8M$10M$12M$14M 202220232024 $8.28M $12.9M ▲ +55.2%
Total plan assets by year, all Two Med Investments, LLC plans on file
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

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 Mo…IBEW Local No 640 & …IBEW Local Nos 570 &…The Institute for Su…Operative Plasterers…Lexington Medical As…
Benjamin E. Myers Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Arizona, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Benjamin E. Myers Money Purchase Pension Plan and Trust by total assets, not by location.

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).

Next read for Benjamin E. Myers Money Purchase Pension…

Multi-year trail

Ways to act on Benjamin E. Myers Money Purchase Pension Plan and Trust's numbers.