Money Purchase · DOL Form 5500 · 2024

S. Rao Talla, M.D. P.C. Money Purchase Plan

Data updated 2026-08-25

$717K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$179,228
Avg per participant Above avg balance/head
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Official DOL plan name: S Rao Talla Md PC Money Purchase Pension · Sponsored by S. Rao Talla, M.D. P.C. · Michigan · Healthcare & Social Assistance

$717K in assets, 4 participants

S. Rao Talla, M.D. P.C.'s S Rao Talla Md PC Money Purchase Pension reported $717K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,715 in Healthcare & Social Assistance (16,916 peers)

S. Rao Talla, M.D. P.C. multi-year trail

S. Rao Talla, M.D. P.C.'s plans moved -22.9% in assets from 2022 to 2024; this filing shows S Rao Talla Md PC Money Purchase Pension at $717K / 4 participants.

#2,715
in Healthcare & Social Assistance (16,916 peers)
-35.6%
assets change YoY

The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S Rao Talla Md PC Money Purchase Pension among the smaller filed plans by assets

S Rao Talla Md PC Money Purchase Pension vs every filed plan by assets

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

$716,910 20th percentile higher than 20% 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

S Rao Talla Md PC Money Purchase Pension among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S Rao Talla Md PC Money Purchase Pension is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S Rao Talla Md PC Money Purchase Pension reported net income fell from $162K in the plan year 2023 filing to -$385K in the plan year 2024 filing.
  • S Rao Talla Md PC Money Purchase Pension end-of-year assets fell from $1M in the plan year 2023 filing to $717K in the plan year 2024 filing.
  • S Rao Talla Md PC Money Purchase Pension reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383316128 · S. Rao Talla, M.D. P.C. PY 2024 · Money Purchase

S Rao Talla Md PC Money Purchase Pension · $717K · 4 · 20th

  • SCH $717K
  • SCH 4
  • SCH 20th
  • SCH Money Purchase
  • SCH near Lmr Retirement Plan
  • SCH ind #2715

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

S Rao Talla Md PC Money Purchase Pension in the asset neighbourhood

S Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$717KLmr Retirement Plan$711KTyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$711KCritical Sleep & Pulmonary Solutions Retirement PlanCritical Sleep & Pulmonary S…$702KMark Trautmann Peters Md Retirement PlanMark Trautmann Peters Md Ret…$700K
End-of-year total assets ($M) among S Rao Talla Md PC Money Purchase Pension and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

S. Rao Talla, M.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All S. Rao Talla, M.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.896885540456367% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.9M $3.01M ▼ -22.8%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 11 $5M
2024 2 8 $3M

S. Rao Talla, M.D. P.C. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$717K
Net Income-$385K
Employer EIN383316128
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

S Rao Talla Md PC Money Purchase Pension vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants S Rao Talla Md PC Money Purchase Pension, Total assets ($B): 0.00071691 · Participants: 4S Rao Talla Md PC Money Purchase PensionCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.589855457 · Participants: 35197Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.530589285 · Participants: 17855Michigan Regional Council of Carpenters' Annuity FundP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.25021539 · Participants: 1182P & M Holding Group, LLP & Affiliated Entities Pension PlanOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.247791514 · Participants: 7667Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($B): 0.129114976 · Participants: 4355Michigan Laborers' Annuity Fund
S Rao Talla Md PC Money Purchase Pension vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare S Rao Talla Md PC Money Purchase Pension side-by-side with 3 peers →

S Rao Talla Md PC Money Purchase Pension's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Lmr Retirement Plan in PR ($711K); 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 ($717K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 S Rao Talla Md PC Money Purchase Pension assets move in 2024? ▼
S Rao Talla Md PC Money Purchase Pension contracted severely - down 35.6% during 2024, from $1M to $717K. Reported net income was -$385K.
How have S. Rao Talla, M.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Rao Talla, M.D. P.C.'s sponsor-wide assets declined 22.9%, from $4M to $3M.
Where does S Rao Talla Md PC Money Purchase Pension rank by assets among Form 5500 filers? ▼
S Rao Talla Md PC Money Purchase Pension ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to S Rao Talla Md PC Money Purchase Pension? ▼
Among Money Purchase plans in other states, the closest by assets is Lmr Retirement Plan in PR ($711K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to S Rao Talla Md PC Money Purchase Pension? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 383316128.

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.