Money Purchase · DOL Form 5500 · 2024
Nelson J Sack PC Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $272K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $136,232
- Avg per participant Near avg balance/head
Official DOL plan name: Nelson J Sack PC Pension Plan · Sponsored by Nelson J Sack PC Pension Plan · Pennsylvania · Professional & Technical Services
$272K in assets, 2 participants
Nelson J Sack PC Pension Plan's Nelson J Sack PC Pension Plan reported $272K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #2,037 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Nelson J Sack PC Pension Plan holds $272K for 2 participants - about $136,232 per participant, among the smaller plans by assets on file.
- #2,037
- in Professional & Technical Services (20,173 peers)
- +1.7%
- assets growth YoY
Nelson J Sack PC Pension Plan among the smaller filed plans by assets
Nelson J Sack PC Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$272,463 13th percentile higher than 13% 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
Nelson J Sack PC Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson J Sack PC Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nelson J Sack PC Pension Plan reported net income fell from $12K in the plan year 2023 filing to $5K in the plan year 2024 filing.
- Nelson J Sack PC Pension Plan end-of-year assets rose from $268K in the plan year 2023 filing to $272K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232221469 · Nelson J Sack PC Pension Plan PY 2024 · Money Purchase
Nelson J Sack PC Pension Plan · $272K · 2 · 13th
- PHOTO $272K
- IND 2
- EOY 13th
- 5500 Money Purchase
- ASSETS near Jorge Orlando Roman Vale Retirement Plan
- PCT ind #2037
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 Pennsylvania →
Nelson J Sack PC Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $268K |
|---|---|
| Net Assets (End of Year) | $272K |
| Net Income | $5K |
| Employer EIN | 232221469 |
| Plan Effective Date | 1982-01-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nelson J Sack PC Pension Plan)
Sponsor-wide plan assets over time
All Nelson J Sack PC Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $272K 6.642478042365319% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $255K |
| 2023 | 1 | 2 | $268K |
| 2024 | 1 | 2 | $272K |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Nelson J Sack PC Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Jorge Orlando Roman Vale Retirement Plan in PR ($271K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($272K here).
- Jorge Orlando Roman Vale Retirement Plan (PR) $271K · 3
- Aurea Pedraza Pena Retirement Plan (PR) $276K · 1
- Yung C. Chan Md PC Money Purchase Plan (VA) $269K · 2
- Eugenio Mulero Portela Retirement Plan (PR) $277K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.