Money Purchase · DOL Form 5500 · 2024
Posse Resources, LLC Money Purchase Plan
Data updated 2026-08-11
- $48M
- Total assets
- 11
- Participants
- 84th
- Percentile by assets
- $4.3M
- Avg per participant
Official DOL plan name: Posse Resources Money Purchase Pension Plan and Trust · Sponsored by Posse Resources, LLC · Texas · Professional & Technical Services
$48M in assets, 11 participants
Posse Resources, LLC's Posse Resources Money Purchase Pension Plan and Trust reported $48M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 123,622 plans)
- #17,007 in Professional & Technical Services (20,173 peers)
Where Posse Resources Money Purchase Pension Plan and Trust sits by assets
Posse Resources Money Purchase Pension Plan and Trust sits in the top quartile of all filed plans by assets, $48M for 11 participants (~$4.3M/participant), up 13.8% in 2024.
- $48M
- total plan assets (2024 EOY)
- 11
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $4.3M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Posse Resources Money Purchase Pension Plan and Trust end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Posse Resources Money Purchase Pension Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Posse Resources Money Purchase Pension Plan and Trust vs the 2024 asset distribution
By assets, Posse Resources Money Purchase Pension Plan and Trust outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $6M |
| Employer EIN | 821204603 |
| Plan Effective Date | 2017-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Posse Resources, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $35M |
| 2023 | 1 | 11 | $42M |
| 2024 | 1 | 11 | $48M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Posse Resources Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Posse Resources Money Purchase Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Posse Resources Money Purchase Pension Plan and Trust assets move in 2024? ▼
How have Posse Resources, LLC plan assets changed over time? ▼
Where does Posse Resources Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Posse Resources Money Purchase Pension Plan and Trust? ▼
Next read for Posse Resources Money Purchase Pension P…
Scale reading
Ways to act on Posse Resources Money Purchase Pension Plan and Trust's numbers.
- By total assets, Posse Resources Money Purchase Pension Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Posse Resources, LLC's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans