Money Purchase · DOL Form 5500 · 2024
Daniel Jurak Dosc Money Purchase Plan
Data updated 2026-08-25
- $106K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $52,927
- Avg per participant Low balance/head
Official DOL plan name: Daniel Jurak Dosc Money Purchase Plan & Trust · Sponsored by Daniel Jurak Dosc · Illinois · Healthcare & Social Assistance
$106K in assets, 2 participants
Daniel Jurak Dosc's Daniel Jurak Dosc Money Purchase Plan & Trust reported $106K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.
- #767 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Daniel Jurak Dosc Money Purchase Plan & Trust holds $106K for 2 participants - about $52,927 per participant, among the smaller plans by assets on file.
- #767
- in Healthcare & Social Assistance (16,916 peers)
- +0.0%
- assets growth YoY
Daniel Jurak Dosc Money Purchase Plan & Trust among the smaller filed plans by assets
Daniel Jurak Dosc Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$105,854 6th percentile higher than 6% 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
Daniel Jurak Dosc 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. Daniel Jurak Dosc Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 364168910 · Daniel Jurak Dosc PY 2024 · Money Purchase
Daniel Jurak Dosc Money Purchase Plan & Trust · $106K · 2 · 6th
- SCH $106K
- EBSA 2
- PART 6th
- TYPE Money Purchase
- NET near Primary Source Group Corp., Profit Sharing Plan
- BOOK ind #767
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 Illinois →
Daniel Jurak Dosc Money Purchase Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $106K |
|---|---|
| Net Assets (End of Year) | $106K |
| Employer EIN | 364168910 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel Jurak Dosc)
Sponsor-wide plan assets over time
All Daniel Jurak Dosc plans reported in each filing year
- Latest sponsor-wide plan assets
- $106K 0% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $106K |
| 2023 | 1 | 2 | $106K |
| 2024 | 1 | 2 | $106K |
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
Daniel Jurak Dosc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Primary Source Group Corp., Profit Sharing Plan in CA ($106K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.