Money Purchase · DOL Form 5500 · 2024
Kiran R Bais Money Purchase Plan
Data updated 2026-08-25
- $646K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $646,240
- Avg per participant High balance/head
Official DOL plan name: Kiran R Bais Money Purchase Plan & Trust · Sponsored by Kiran R Bais · Illinois · Professional & Technical Services
$646K in assets, 1 participants
Kiran R Bais's Kiran R Bais Money Purchase Plan & Trust reported $646K in total assets and 1 participant 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.
- #3,027 in Professional & Technical Services (20,173 peers)
Kiran R Bais multi-year trail
Kiran R Bais's plans moved +32.6% in assets from 2022 to 2024; this filing shows Kiran R Bais Money Purchase Plan & Trust at $646K / 1 participant.
- #3,027
- in Professional & Technical Services (20,173 peers)
- +0.0%
- assets growth YoY
Kiran R Bais Money Purchase Plan & Trust among the smaller filed plans by assets
Kiran R Bais Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$646,240 20th percentile higher than 20% 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
Kiran R Bais Money Purchase Plan & 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. Kiran R Bais Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 363408961 · Kiran R Bais PY 2024 · Money Purchase
Kiran R Bais Money Purchase Plan & Trust · $646K · 1 · 20th
- IND $646K
- EOY 1
- 5500 20th
- ASSETS Money Purchase
- PCT near Gerald L. Bowen, PC Money Purchase Pension Plan
- EIN ind #3027
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 Illinois →
Kiran R Bais Money Purchase Plan & Trust in the asset neighbourhood
Kiran R Bais multi-year asset trail
Sponsor-wide plan assets over time
All Kiran R Bais plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 32.57620647755059% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $1M |
| 2023 | 2 | 2 | $1M |
| 2024 | 2 | 2 | $1M |
Kiran R Bais filing trail (2024)
| Total Assets (Beginning of Year) | $646K |
|---|---|
| Net Assets (End of Year) | $646K |
| Employer EIN | 363408961 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $796M · 1,782
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
Kiran R Bais Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Gerald L. Bowen, PC Money Purchase Pension Plan in PA ($645K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($646K here).
- Gerald L. Bowen, PC Money Purchase Pension Plan (PA) $645K · 4
- Palumbo Fuel Inc Profit Sharing Plan (NJ) $649K · 2
- Pandolfi Properties Inc. Pension Plan (CT) $643K · 2
- Mgt Company-Profit Sharing Plan (MN) $651K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Eduardo Mccormack Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Gary Ostenson Ps Dds Money Purchase Plan (WA) 1 · 0 off
- Ccab Turf Service LLC Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.