Money Purchase · DOL Form 5500 · 2024
Chapter 13 Office Brandi L. Richardson Tte Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $316,324
- Avg per participant High balance/head
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.
- #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.
- #6,328
- in Professional & Technical Services (20,173 peers)
- -2.2%
- assets change YoY
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)'s mid-pack asset rank among Professional & Technical Services and all filers
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,163,243 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 462261984 · Chapter 13 Office Brandi L. Richardson Tte PY 2024 · Money Purchase
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) · $3M · 10 · 35th
- BOOK $3M
- BOOK 10
- BOOK 35th
- BOOK Money Purchase
- BOOK near Pendleton Nursing Home, Inc. Pension Plan
- BOOK ind #6328
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 North Carolina →
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Chapter 13 Office Brandi L. Richardson Tte plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 2.225943031436751% vs 2023
- 2024 filing year
| 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.
- 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
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem)'s out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Pendleton Nursing Home, Inc. Pension Plan in WV ($3M); by covered participants it is Wilkins Investment Counsel, Inc. Profit Sharing Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.