Money Purchase · DOL Form 5500 · 2024

Rowling Streeter & Partipilo PC Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
47th
Percentile by assets National rank
$913,836
Avg per participant High balance/head
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Official DOL plan name: Rowling Streeter & Partipilo PC Employees Pension Plan & Trust · Sponsored by Rowling Streeter & Partipilo PC · Michigan · Professional & Technical Services

$6M in assets, 7 participants

Rowling Streeter & Partipilo PC's Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,987 in Professional & Technical Services (20,173 peers)

Rowling Streeter & Partipilo PC multi-year trail

Rowling Streeter & Partipilo PC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Rowling Streeter & Partipilo PC Employees Pension Plan & Trust at $6M / 7 participants.

#8,987
in Professional & Technical Services (20,173 peers)
+10.8%
assets growth YoY

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust vs every filed plan by assets

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

$6,396,850 47th percentile higher than 47% 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

Rowling Streeter & Partipilo PC Employees Pension Plan & 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. Rowling Streeter & Partipilo PC Employees Pension Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported net income rose from $498K in the plan year 2023 filing to $624K in the plan year 2024 filing.
  • Rowling Streeter & Partipilo PC Employees Pension Plan & Trust reported participants fell from 9 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Rowling Streeter & Partipilo PC Employees Pension Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 382442010 · Rowling Streeter & Partipilo PC PY 2024 · Money Purchase

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust · $6M · 7 · 47th

  • EIN $6M
  • RANK 7
  • PHOTO 47th
  • IND Money Purchase
  • EOY near Greeley County Health Services Inc. Employees Pension Plan
  • 5500 ind #8987

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 Michigan →

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust in the asset neighbourhood

Wilkins Investment Counsel, Inc. Profit Sharing PlanWilkins Investment Counsel, …$6MRowling Streeter & Partipilo PC Employees Pension Plan & TrustRowling Streeter & Partipilo…$6MGreeley County Health Services Inc. Employees Pension PlanGreeley County Health Servic…$6MGreater Miami Jewish Federation 401(a) Retirement PlanGreater Miami Jewish Federat…$6MTony Feuerman Md Inc. Money Purchase Pension PlanTony Feuerman Md Inc. Money …$6M
End-of-year total assets ($M) among Rowling Streeter & Partipilo PC Employees Pension Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Rowling Streeter & Partipilo PC multi-year asset trail

Sponsor-wide plan assets over time

All Rowling Streeter & Partipilo PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.283094120504416% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.27M $6.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 9 $6M
2024 1 7 $6M

Rowling Streeter & Partipilo PC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$624K
Employer EIN382442010
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Rowling Streeter & Partipilo PC Employees Pension Plan & Trust, Total assets ($B): 0.00639685 · Participants: 7Rowling Streeter & Partipilo PC Employees Pension Plan & TrustCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.589855457 · Participants: 35197Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.530589285 · Participants: 17855Michigan Regional Council of Carpenters' Annuity FundP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.25021539 · Participants: 1182P & M Holding Group, LLP & Affiliated Entities Pension PlanOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.247791514 · Participants: 7667Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($B): 0.129114976 · Participants: 4355Michigan Laborers' Annuity Fund
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants

Rowling Streeter & Partipilo PC Employees Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Greeley County Health Services Inc. Employees Pension Plan in KS ($6M); by covered participants it is Jm III Retirement Plan in PR (7 participants). Same-state nearby plans are listed separately above.

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 Rowling Streeter & Partipilo PC Employees Pension Plan & Trust assets move in 2024? ▼
Rowling Streeter & Partipilo PC Employees Pension Plan & Trust grew at a solid clip - up 10.8% during 2024, from $6M to $6M. Reported net income was $624K.
How have Rowling Streeter & Partipilo PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowling Streeter & Partipilo PC's sponsor-wide assets grew 21.3%, from $5M to $6M.
Which Money Purchase plans are similar in size to Rowling Streeter & Partipilo PC Employees Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Greeley County Health Services Inc. Employees Pension Plan in KS ($6M, 106 participants).
Which Money Purchase plans cover a similar participant headcount to Rowling Streeter & Partipilo PC Employees Pension Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jm III Retirement Plan in PR (7 participants, $1M in assets).