Money Purchase · DOL Form 5500 · 2024
Appraisal Resource Group Inc Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $930,246
- Avg per participant High balance/head
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.
- #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.
- #2,628
- in Real Estate (4,605 peers)
- +11.1%
- assets growth YoY
Appraisal Resource Group Inc Money Purchase Plan's mid-pack asset rank among Real Estate and all filers
Appraisal Resource Group Inc Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,720,984 37th percentile higher than 37% 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
Appraisal Resource Group Inc Money Purchase 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. Appraisal Resource Group Inc Money Purchase Plan is a micro filing (4 participants), the leftmost band.
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.
Plan-year Form 5500 strip
Filing strip 391705291 · Appraisal Resource Group Inc PY 2024 · Money Purchase
Appraisal Resource Group Inc Money Purchase Plan · $4M · 4 · 37th
- EIN $4M
- RANK 4
- PHOTO 37th
- IND Money Purchase
- EOY near Boys & Girls Club of Truckee Meadows Pension Plan
- 5500 ind #2628
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 Real Estate retirement plans → · Plans in Wisconsin →
Appraisal Resource Group Inc Money Purchase Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $371K |
| Employer EIN | 391705291 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appraisal Resource Group Inc)
Sponsor-wide plan assets over time
All Appraisal Resource Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.48367988855635% vs 2022
- 2024 filing year
| 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.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Appraisal Resource Group Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Boys & Girls Club of Truckee Meadows Pension Plan in NV ($4M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.