Money Purchase · DOL Form 5500 · 2023
Frank Dickey Money Purchase Plan
Data updated 2026-08-25
- $123K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $20,506
- Avg per participant Low balance/head
Official DOL plan name: Dickey Supply Co Employee Retirement Fund · Sponsored by Frank Dickey · North Carolina · Retail Trade
$123K in assets, 6 participants
Frank Dickey's Dickey Supply Co Employee Retirement Fund reported $123K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #994 in Retail Trade (8,414 peers)
2023 asset change
Dickey Supply Co Employee Retirement Fund contracted severely 36.1% in 2023 ($192K → $123K) for 6 participants.
- #994
- in Retail Trade (8,414 peers)
- -36.1%
- assets change YoY
The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dickey Supply Co Employee Retirement Fund among the smaller filed plans by assets
Dickey Supply Co Employee Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$123,038 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dickey Supply Co Employee Retirement Fund among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dickey Supply Co Employee Retirement Fund is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 561011816 · Frank Dickey PY 2023 · Money Purchase
Dickey Supply Co Employee Retirement Fund · $123K · 6 · 8th
- IND $123K
- EOY 6
- 5500 8th
- ASSETS Money Purchase
- PCT near Cardio Services, Inc. Retirement Plan Series 95-1165
- EIN ind #994
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 Retail Trade retirement plans → · Plans in North Carolina →
Dickey Supply Co Employee Retirement Fund in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $192K |
|---|---|
| Net Assets (End of Year) | $123K |
| Net Income | -$69K |
| Employer EIN | 561011816 |
| Plan Effective Date | 1976-12-01 |
| Filing Status | FILING RECEIVED |
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 $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
Dickey Supply Co Employee Retirement Fund's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Cardio Services, Inc. Retirement Plan Series 95-1165 in PR ($120K); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.