Money Purchase · DOL Form 5500 · 2024

Appraisal Resource Group Inc Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
4
Participants
37th
Percentile by assets
$930,246
Avg per participant
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Official DOL plan name: Appraisal Resource Group Inc Money Purchase Plan · Sponsored by Appraisal Resource Group Inc · Wisconsin · Real Estate

$4M in assets, 4 participants

Appraisal Resource Group Inc's Appraisal Resource Group Inc Money Purchase Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 123,622 plans)
  • #2,628 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Appraisal Resource Group Inc Money Purchase Plan ranks #2,628 of 4,605 2024 filers by assets (698% of the sector average)-$4M for 4 participants.

$4M
total plan assets (2024 EOY)
4
covered participants
37th
percentile by assets (of 123,622 plans)
$930,246
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appraisal Resource Group Inc Money Purchase Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Rank #2,628 in Real Estate

Among 4,605 Real Estate plans that filed a Form 5500 for plan year 2024, Appraisal Resource Group Inc Money Purchase Plan ranks #2,628 by end-of-year assets - about 698% of the sector average of $26M. Nationally it sits in the 37th percentile, a stronger position within its industry than across all filers.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$371K
Employer EIN391705291
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appraisal Resource Group Inc)

$2.5M$3M$3.5M$4M 202220232024 $2.99M $3.72M ▲ +24.4%
Total plan assets by year, all Appraisal Resource Group Inc plans on file
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Nearby Money Purchase Plans in Wisconsin

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

Appraisal Resource Group Inc Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Appraisal Resource Group Inc Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Appraisal Resource G…Employees Retirement…Telephone and Data S…North Central States…Aspirus, Inc. Frozen…Wisconsin Glaziers &…
Appraisal Resource Group Inc Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Appraisal Resource Group Inc Money Purchase Plan by total assets, not by location.

Frequently Asked Questions

How did Appraisal Resource Group Inc Money Purchase Plan assets move in 2024?
Appraisal Resource Group Inc Money Purchase Plan grew at a solid clip - up 11.1% during 2024, from $3M to $4M. Reported net income was $371K.
How have Appraisal Resource Group Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Appraisal Resource Group Inc's sponsor-wide assets grew 24.5%, from $3M to $4M.
Which Money Purchase plans are similar in size to Appraisal Resource Group Inc Money Purchase Plan?
Among Money Purchase plans in other states, the closest by assets is Boys & Girls Club of Truckee Meadows Pension Plan in NV ($4M, 151 participants).

Next read for Appraisal Resource Group Inc Money Purch…

Filing takeaways

Ways to act on Appraisal Resource Group Inc Money Purchase Plan's numbers.

  • By total assets, Appraisal Resource Group Inc Money Purchase Plan 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 Wisconsin. Compare plans
  • Appraisal Resource Group Inc's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Real Estate plans