Money Purchase · DOL Form 5500 · 2024

James L. Stan Attorney-Cpa Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: James L. Stan Attorney-Cpa Money Purchase Plan and Trust · Sponsored by James L. Stan Attorney-Cpa · Indiana · Professional & Technical Services

$4M in assets, 2 participants

James L. Stan Attorney-Cpa's James L. Stan Attorney-Cpa Money Purchase Plan and Trust reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,087 in Professional & Technical Services (20,173 peers)

James L. Stan Attorney-Cpa multi-year trail

James L. Stan Attorney-Cpa's plans moved +92.1% in assets from 2022 to 2024; this filing shows James L. Stan Attorney-Cpa Money Purchase Plan and Trust at $4M / 2 participants.

#7,087
in Professional & Technical Services (20,173 peers)
+24.3%
assets growth YoY

James L. Stan Attorney-Cpa Money Purchase Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs every filed plan by assets

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

$3,967,711 38th percentile higher than 38% 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

James L. Stan Attorney-Cpa Money Purchase 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. James L. Stan Attorney-Cpa Money Purchase Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James L. Stan Attorney-Cpa Money Purchase Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $775K in the plan year 2024 filing.
  • James L. Stan Attorney-Cpa Money Purchase Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351660941 · James L. Stan Attorney-Cpa PY 2024 · Money Purchase

James L. Stan Attorney-Cpa Money Purchase Plan and Trust · $4M · 2 · 38th

  • TYPE $4M
  • NET 2
  • BOOK 38th
  • VS-ST Money Purchase
  • BOY near Raj Subnani Shearson as Keogh Mp Custodian
  • SCH ind #7087

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 Indiana →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust in the asset neighbourhood

American Lawyers Company Pension Plan and TrustAmerican Lawyers Company Pen…$4MHabitat for Humanity Retirement PlanHabitat for Humanity Retirem…$4MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$4MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$4MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$4M
End-of-year total assets ($M) among James L. Stan Attorney-Cpa Money Purchase Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

James L. Stan Attorney-Cpa multi-year asset trail

Sponsor-wide plan assets over time

All James L. Stan Attorney-Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$10M 92.10166957710412% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.95M $9.52M ▲ +92.3%
Year Plans Participants Total Assets
2022 2 4 $5M
2023 2 4 $8M
2024 2 4 $10M

James L. Stan Attorney-Cpa filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$775K
Employer EIN351660941
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Indiana

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

James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants James L. Stan Attorney-Cpa Money Purchase Plan and Trust, Total assets ($M): 3.967711 · Participants: 2James L. Stan Attorney-Cpa Money Purchase Plan and TrustI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 432.726108 · Participants: 986I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 219.644569 · Participants: 576Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 198.159411 · Participants: 2945Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 137.067478 · Participants: 705IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 127.934904 · Participants: 1457International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
James L. Stan Attorney-Cpa Money Purchase Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare James L. Stan Attorney-Cpa Money Purchase Plan and Trust side-by-side with 3 peers →

James L. Stan Attorney-Cpa Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Raj Subnani Shearson as Keogh Mp Custodian in TX ($4M); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 James L. Stan Attorney-Cpa Money Purchase Plan and Trust assets move in 2024? ▼
James L. Stan Attorney-Cpa Money Purchase Plan and Trust grew sharply - up 24.3% during 2024, from $3M to $4M. Reported net income was $775K.
How have James L. Stan Attorney-Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James L. Stan Attorney-Cpa's sponsor-wide assets grew 92.1%, from $5M to $10M.
Which Money Purchase plans are similar in size to James L. Stan Attorney-Cpa Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Raj Subnani Shearson as Keogh Mp Custodian in TX ($4M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to James L. Stan Attorney-Cpa Money Purchase Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A 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 351660941.

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.