Money Purchase · DOL Form 5500 · 2024

Chapter 13 Office Brandi L. Richardson Tte Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets: 10
Participants: 35th
Percentile by assets: $316,324
Avg per participant

Official DOL plan name: Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · Sponsored by Chapter 13 Office Brandi L. Richardson Tte · North Carolina · Professional & Technical Services

$3M in assets, 10 participants

Chapter 13 Office Brandi L. Richardson Tte's Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

35th percentile by assets (of 123,622 plans)
#6,328 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) holds $3M for 10 participants - about $316,324 per participant, in the lower half of filed plans by assets.

$3M
total plan assets (2024 EOY): 10
covered participants: 35th
percentile by assets (of 123,622 plans): $316,324
avg assets per participant

The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) reported net income fell from $283K in the plan year 2023 filing to -$72K in the plan year 2024 filing.
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) reported participants fell from 12 in the plan year 2023 filing to 10 in the plan year 2024 filing.
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Professional & Technical Services

Money Purchase filing for Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)

Money Purchase filing for plan year 2024: EIN 462261984 ; effective since 1983-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$72K
Employer EIN	462261984
Plan Effective Date	1983-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chapter 13 Office Brandi L. Richardson Tte)

Total plan assets by year, all Chapter 13 Office Brandi L. Richardson Tte plans on file

Year	Plans	Participants	Total Assets
2023	1	12	$3M
2024	1	10	$3M

Nearby Money Purchase Plans in North Carolina

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

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs. nearby Money Purchase plans in North Carolina, assets vs. participants

Money Purchase Pension Plan of Wake Forest University Health Sciences $522M · 1,997
Fhi 360 Employees' Pension Plan $258M · 1,192
New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
Carteret County General Hospital Money Purchase Pension Plan $58M · 905
Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663

Compare Retirement Trust of Middle District Chap… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) by total assets, not by location.

Pendleton Nursing Home, Inc. Pension Plan (WV) $3M · 120
Edwin Valentin Malave, Md Retirement Plan (PR) $3M · 7
Iatse Local 66 Pension Plan (OH) $3M · 48
Sam Berman and Sons Retirement Trust (IA) $3M · 12

Frequently Asked Questions

How did Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) assets move in 2024? ▼

Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) edged down modestly - down 2.2% during 2024, from $3M to $3M. Reported net income was -$72K.

How have Chapter 13 Office Brandi L. Richardson Tte plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Chapter 13 Office Brandi L. Richardson Tte's sponsor-wide assets declined 2.2%, from $3M to $3M.

Which Money Purchase plans are similar in size to Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)? ▼

Among Money Purchase plans in other states, the closest by assets is Pendleton Nursing Home, Inc. Pension Plan in WV ($3M, 120 participants).

Next read for Retirement Trust of Middle District Chap…

Filing takeaways

Ways to act on Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s numbers.

By total assets, Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) 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 North Carolina. Compare plans
Chapter 13 Office Brandi L. Richardson Tte's sponsor-wide assets have declined 2.2% since 2023 across 2 plan years on file. More Professional & Technical Services plans

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 462261984.