Money Purchase · DOL Form 5500 · 2024

Fitzsimons Law Group Ltd Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets
3
Participants
32nd
Percentile by assets
$848,663
Avg per participant
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Official DOL plan name: Fitzsimons Law Group, Ltd Money Purchase Pension Plan · Sponsored by Fitzsimons Law Group Ltd · Illinois · Professional & Technical Services

$3M in assets, 3 participants

Fitzsimons Law Group Ltd's Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • 32nd percentile by assets (of 123,622 plans)
  • #5,713 in Professional & Technical Services (20,173 peers)

Fitzsimons Law Group Ltd multi-year trail

Fitzsimons Law Group Ltd's plans moved +39.3% in assets from 2022 to 2024; this filing shows Fitzsimons Law Group, Ltd Money Purchase Pension Plan at $3M / 3 participants.

$3M
total plan assets (2024 EOY)
3
covered participants
32nd
percentile by assets (of 123,622 plans)
$848,663
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fitzsimons Law Group, Ltd Money Purchase Pension Plan reported net income fell from $394K in the plan year 2023 filing to $325K in the plan year 2024 filing.
  • Fitzsimons Law Group, Ltd Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Fitzsimons Law Group Ltd across 3 plan years on file

Across the 3 plan years Fitzsimons Law Group Ltd has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 39.3%, while reported participants moved from 4 to 3 (-25.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).

Fitzsimons Law Group Ltd multi-year asset trail

$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.55M ▲ +39.3%
Total plan assets by year, all Fitzsimons Law Group Ltd plans on file
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 3 $3M

Fitzsimons Law Group Ltd filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$325K
Employer EIN461531828
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Illinois

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

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Fitzsimons Law Group…Retirement Plan for …NECA-IBEW Local 176 …NECA-IBEW Local 364 …International Associ…Sheet Metal Workers …
Fitzsimons Law Group, Ltd Money Purchase Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Fitzsimons Law Group, Ltd Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Fitzsimons Law Group, Ltd Money Purchase Pension Plan assets move in 2024?
Fitzsimons Law Group, Ltd Money Purchase Pension Plan grew at a solid clip - up 14.6% during 2024, from $2M to $3M. Reported net income was $325K.
How have Fitzsimons Law Group Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Fitzsimons Law Group Ltd's sponsor-wide assets grew 39.3%, from $2M to $3M.
Which Money Purchase plans are similar in size to Fitzsimons Law Group, Ltd Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Henkel Corporation Defined Contribution Retirement Plan in CT ($3M, 7 participants).

Next read for Fitzsimons Law Group, Ltd Money Purchase…

Multi-year trail

Ways to act on Fitzsimons Law Group, Ltd Money Purchase Pension Plan's numbers.