Money Purchase · DOL Form 5500 · 2024
Rowling Streeter & Partipilo PC Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 7
- Participants
- 47th
- Percentile by assets
- $913,836
- Avg per participant
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.
- 47th percentile by assets (of 123,622 plans)
- #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.
- $6M
- total plan assets (2024 EOY)
- 7
- covered participants
- 47th
- percentile by assets (of 123,622 plans)
- $913,836
- avg assets per participant
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.
Rowling Streeter & Partipilo PC across 3 plan years on file
Across the 3 plan years Rowling Streeter & Partipilo PC has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 21.3%, while reported participants moved from 8 to 7 (-12.5%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).
Rowling Streeter & Partipilo PC multi-year asset trail
| 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 EIN | 382442010 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING 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
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Rowling Streeter & Partipilo PC Employees Pension Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Rowling Streeter & Partipilo PC Employees Pension Plan & Trust assets move in 2024? ▼
How have Rowling Streeter & Partipilo PC plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Rowling Streeter & Partipilo PC Employees Pension Plan & Trust? ▼
Next read for Rowling Streeter & Partipilo PC Employee…
Multi-year trail
Ways to act on Rowling Streeter & Partipilo PC Employees Pension Plan & Trust's numbers.
- By total assets, Rowling Streeter & Partipilo PC Employees Pension Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Rowling Streeter & Partipilo PC's sponsor-wide assets have grown 21.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans