Money Purchase · DOL Form 5500 · 2024
Chicago Strategy Associates, Inc. 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
- $562,002
- Avg per participant High balance/head
Official DOL plan name: Chicago Strategy Associates, Inc.-Money Purchase Plan · Sponsored by Chicago Strategy Associates, Inc. · Texas · Professional & Technical Services
$2M in assets, 3 participants
Chicago Strategy Associates, Inc.'s Chicago Strategy Associates, Inc.-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.
- #4,669 in Professional & Technical Services (20,173 peers)
Chicago Strategy Associates, Inc. multi-year trail
Chicago Strategy Associates, Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Chicago Strategy Associates, Inc.-Money Purchase Plan at $2M / 3 participants.
- #4,669
- in Professional & Technical Services (20,173 peers)
- +16.8%
- assets growth YoY
Chicago Strategy Associates, Inc.-Money Purchase Plan among the smaller filed plans by assets
Chicago Strategy Associates, Inc.-Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,686,007 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
Chicago Strategy Associates, Inc.-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. Chicago Strategy Associates, Inc.-Money Purchase Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chicago Strategy Associates, Inc.-Money Purchase Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363818387 · Chicago Strategy Associates, Inc. PY 2024 · Money Purchase
Chicago Strategy Associates, Inc.-Money Purchase Plan · $2M · 3 · 28th
- NET $2M
- BOOK 3
- VS-ST 28th
- BOY Money Purchase
- SCH near Hotel & Restaurant Industry Restated Pension Plan
- EBSA ind #4669
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 Texas →
Chicago Strategy Associates, Inc.-Money Purchase Plan in the asset neighbourhood
Chicago Strategy Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Chicago Strategy Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 44.95119764876541% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $3M |
| 2023 | 2 | 6 | $3M |
| 2024 | 2 | 6 | $4M |
Chicago Strategy Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $243K |
| Employer EIN | 363818387 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Chicago Strategy Associates, Inc.-Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Hotel & Restaurant Industry Restated Pension Plan in WI ($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).
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.