Money Purchase · DOL Form 5500 · 2023

Walter J Pikul Mba Cpa Cfp Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$857,122
Avg per participant High balance/head
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Official DOL plan name: Walter J Pikul Prototype Retirement Plan · Sponsored by Walter J Pikul Mba Cpa Cfp · North Carolina · Professional & Technical Services

$3M in assets, 4 participants

Walter J Pikul Mba Cpa Cfp's Walter J Pikul Prototype Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,061 in Professional & Technical Services (20,321 peers)

Walter J Pikul Mba Cpa Cfp multi-year trail

Walter J Pikul Mba Cpa Cfp's plans moved +15.1% in assets from 2023 to 2024; this filing shows Walter J Pikul Prototype Retirement Plan at $3M / 4 participants.

#7,061
in Professional & Technical Services (20,321 peers)
+23.0%
assets growth YoY

Walter J Pikul Prototype Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Walter J Pikul Prototype Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,428,488 38th percentile higher than 38% of 127,068 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 2023

Walter J Pikul Prototype Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter J Pikul Prototype Retirement Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 561233954 · Walter J Pikul Mba Cpa Cfp PY 2023 · Money Purchase

Walter J Pikul Prototype Retirement Plan · $3M · 4 · 38th

  • TYPE $3M
  • TYPE 4
  • TYPE 38th
  • TYPE Money Purchase
  • TYPE near The Fresh Air Fund Pension Plan
  • TYPE ind #7061

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 →

Walter J Pikul Prototype Retirement Plan in the asset neighbourhood

Arlene H Markowitz Md Retirement PlanArlene H Markowitz Md Retire…$3MWalter J Pikul Prototype Retirement PlanWalter J Pikul Prototype Ret…$3MThe Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3MPennsylvania College of Art and Design Pension PlaPennsylvania College of Art …$3MMotiva Chemicals Salary Deferral and Money Purchase Pension PlanMotiva Chemicals Salary Defe…$3M
End-of-year total assets ($M) among Walter J Pikul Prototype Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Walter J Pikul Mba Cpa Cfp multi-year asset trail

Sponsor-wide plan assets over time

All Walter J Pikul Mba Cpa Cfp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.13372658734696% vs 2023
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 20232024 $3.43M $3.95M ▲ +15.2%
Year Plans Participants Total Assets
2023 1 4 $3M
2024 1 4 $4M

Walter J Pikul Mba Cpa Cfp filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$641K
Employer EIN561233954
Plan Effective Date1983-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Walter J Pikul Prototype Retirement Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Walter J Pikul Prototype Retirement Plan, Total assets ($M): 3.428488 · Participants: 4Walter J Pikul Prototype Retirement PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 503.650953 · Participants: 2131Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 230.978763 · Participants: 1409Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 87.622239 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustOup USA Defined Contribution Retirement Plan, Total assets ($M): 75.929421 · Participants: 370Oup USA Defined Contribution Retirement PlanCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 54.526379 · Participants: 896Carteret County General Hospital Money Purchase Pension Plan
Walter J Pikul Prototype Retirement Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Walter J Pikul Prototype Retirement Plan side-by-side with 3 peers →

Walter J Pikul Prototype Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is The Fresh Air Fund Pension Plan in NY ($3M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Walter J Pikul Prototype Retirement Plan assets move in 2023? ▼
Walter J Pikul Prototype Retirement Plan grew sharply - up 23.0% during 2023, from $3M to $3M. Reported net income was $641K.
How have Walter J Pikul Mba Cpa Cfp plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Walter J Pikul Mba Cpa Cfp's sponsor-wide assets grew 15.1%, from $3M to $4M.
Which Money Purchase plans are similar in size to Walter J Pikul Prototype Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Fresh Air Fund Pension Plan in NY ($3M, 41 participants).
Which Money Purchase plans cover a similar participant headcount to Walter J Pikul Prototype Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561233954.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.