Money Purchase · DOL Form 5500 · 2024

John Appell Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: John Appell Pension Trust · Sponsored by John Appell · New York · Professional & Technical Services

$2M in assets, 2 participants

John Appell's John Appell Pension Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,380 in Professional & Technical Services (20,173 peers)

John Appell multi-year trail

John Appell's plans moved +100.6% in assets from 2022 to 2024; this filing shows John Appell Pension Trust at $2M / 2 participants.

#5,380
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY

John Appell Pension Trust among the smaller filed plans by assets

John Appell Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,260,321 31st percentile higher than 31% of 123,620 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 2024

John Appell Pension Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Appell Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John Appell Pension Trust reported net income fell from $508K in the plan year 2023 filing to $226K in the plan year 2024 filing.
  • John Appell Pension Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112986315 · John Appell PY 2024 · Money Purchase

John Appell Pension Trust · $2M · 2 · 31st

  • EIN $2M
  • RANK 2
  • PHOTO 31st
  • IND Money Purchase
  • EOY near Windes, Inc. Money Purchase Pension Plan III
  • 5500 ind #5380

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 New York →

John Appell Pension Trust in the asset neighbourhood

Loberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MJohn Appell Pension Trust$2MWindes, Inc. Money Purchase Pension Plan IIIWindes, Inc. Money Purchase …$2MBethel Management Investment TrustBethel Management Investment…$2MFairview Savings and Loan Association Money Purchase PlanFairview Savings and Loan As…$2M
End-of-year total assets ($M) among John Appell Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

John Appell multi-year asset trail

Sponsor-wide plan assets over time

All John Appell plans reported in each filing year

Latest sponsor-wide plan assets
$2M 100.58009108237525% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.13M $2.26M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 2 $2M
2024 1 2 $2M

John Appell filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$226K
Employer EIN112986315
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

John Appell Pension Trust vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants John Appell Pension Trust, Total assets ($B): 0.002260321 · Participants: 2John Appell Pension TrustTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
John Appell Pension Trust vs. nearby Money Purchase plans in New York, assets vs. participants
Compare John Appell Pension Trust side-by-side with 3 peers →

John Appell Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Windes, Inc. Money Purchase Pension Plan III in CA ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did John Appell Pension Trust assets move in 2024? ▼
John Appell Pension Trust grew at a solid clip - up 11.1% during 2024, from $2M to $2M. Reported net income was $226K.
How have John Appell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Appell's sponsor-wide assets grew 100.6%, from $1M to $2M.
Which Money Purchase plans are similar in size to John Appell Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Windes, Inc. Money Purchase Pension Plan III in CA ($2M, 73 participants).
Which Money Purchase plans cover a similar participant headcount to John Appell Pension Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112986315.

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.