Money Purchase · DOL Form 5500 · 2024

Anita Jo Kinlaw Troxler, Chapter 13 Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
39th
Percentile by assets National rank
$343,480
Avg per participant High balance/head
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Official DOL plan name: Retirement Trust of Middle District Chapter 13 Offices (Greensboro) · Sponsored by Anita Jo Kinlaw Troxler, Chapter 13 · North Carolina · Professional & Technical Services

$4M in assets, 12 participants

Anita Jo Kinlaw Troxler, Chapter 13's Retirement Trust of Middle District Chapter 13 Offices (Greensboro) reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,236 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Retirement Trust of Middle District Chapter 13 Offices (Greensboro) holds $4M for 12 participants - about $343,480 per participant, in the lower half of filed plans by assets.

#7,236
in Professional & Technical Services (20,173 peers)
+7.6%
assets growth YoY

Retirement Trust of Middle District Chapter 13 Offices (Greensboro)'s mid-pack asset rank among Professional & Technical Services and all filers

Retirement Trust of Middle District Chapter 13 Offices (Greensboro) vs every filed plan by assets

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

$4,121,763 39th percentile higher than 39% 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

Retirement Trust of Middle District Chapter 13 Offices (Greensboro) among smaller 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 (Greensboro) is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Trust of Middle District Chapter 13 Offices (Greensboro) reported net income rose from -$37K in the plan year 2023 filing to $290K in the plan year 2024 filing.
  • Retirement Trust of Middle District Chapter 13 Offices (Greensboro) end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561138910 · Anita Jo Kinlaw Troxler, Chapter 13 PY 2024 · Money Purchase

Retirement Trust of Middle District Chapter 13 Offices (Greensboro) · $4M · 12 · 39th

  • EOY $4M
  • 5500 12
  • ASSETS 39th
  • PCT Money Purchase
  • EIN near Stanton Video Services,Inc Employees' Money Purchase Plan
  • RANK ind #7236

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 (Greensboro) in the asset neighbourhood

Ohio Nurses Association Retirement ProgramOhio Nurses Association Reti…$4MDefined Contribution Pension Plan for Employees of Attic Correctional Services, Inc.Defined Contribution Pension…$4MStanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$4MRetirement Trust of Middle District Chapter 13 Offices (Greensboro)Retirement Trust of Middle D…$4MHanbery & Turner PA Money Purchase Pension PlanHanbery & Turner PA Money Pu…$4M
End-of-year total assets ($M) among Retirement Trust of Middle District Chapter 13 Offices (Greensboro) and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$290K
Employer EIN561138910
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anita Jo Kinlaw Troxler, Chapter 13)

Sponsor-wide plan assets over time

All Anita Jo Kinlaw Troxler, Chapter 13 plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.52760766639693% vs 2022
2024 filing year
$3.8M$3.9M$4M$4.1M$4.2M 202220232024 $3.87M $4.12M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 12 $4M
2024 1 12 $4M

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 (Greensboro) vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Retirement Trust of Middle District Chapter 13 Offices (Greensboro), Total assets ($M): 4.121763 · Participants: 12Retirement Trust of Middle District Chapter 13 Offices (Greensboro)Money Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 521.943198 · Participants: 1997Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 257.942084 · Participants: 1192Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 84.542787 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 58.278329 · Participants: 905Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 22.953494 · Participants: 663Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) vs. nearby Money Purchase plans in North Carolina, assets vs. participants

Retirement Trust of Middle District Chapter 13 Offices (Greensboro)'s out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Stanton Video Services,Inc Employees' Money Purchase Plan in AZ ($4M); by covered participants it is Sam Berman and Sons Retirement Trust in IA (12 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 Retirement Trust of Middle District Chapter 13 Offices (Greensboro) assets move in 2024?
Retirement Trust of Middle District Chapter 13 Offices (Greensboro) grew at a solid clip - up 7.6% during 2024, from $4M to $4M. Reported net income was $290K.
How have Anita Jo Kinlaw Troxler, Chapter 13 plan assets changed over time?
Across 3 plan years on file (2022-2024), Anita Jo Kinlaw Troxler, Chapter 13's sponsor-wide assets grew 6.5%, from $4M to $4M.
Which Money Purchase plans are similar in size to Retirement Trust of Middle District Chapter 13 Offices (Greensboro)?
Among Money Purchase plans in other states, the closest by assets is Stanton Video Services,Inc Employees' Money Purchase Plan in AZ ($4M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Retirement Trust of Middle District Chapter 13 Offices (Greensboro)?
Among Money Purchase plans in other states, the closest by covered participants is Sam Berman and Sons Retirement Trust in IA (12 participants, $3M in assets).