Money Purchase · DOL Form 5500 · 2024
Basso & Company Inc Money Purchase Plan
Data updated 2026-08-25
- $926K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $462,860
- Avg per participant High balance/head
Official DOL plan name: Basso & Company Inc Money Purchase Plan & Trust · Sponsored by Basso & Company Inc · Illinois · Other Services
$926K in assets, 2 participants
Basso & Company Inc's Basso & Company Inc Money Purchase Plan & Trust reported $926K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,547 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Basso & Company Inc Money Purchase Plan & Trust ranks #3,547 of 7,719 2024 filers by assets (2168% of the sector average)-$926K for 2 participants.
- #3,547
- in Other Services (7,719 peers)
- +20.4%
- assets growth YoY
Basso & Company Inc Money Purchase Plan & Trust among the smaller filed plans by assets
Basso & Company Inc Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$925,719 22nd percentile higher than 22% 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
Basso & Company Inc 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. Basso & Company Inc Money Purchase Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Basso & Company Inc Money Purchase Plan & Trust reported net income rose from $93K in the plan year 2023 filing to $157K in the plan year 2024 filing.
- Basso & Company Inc Money Purchase Plan & Trust end-of-year assets rose from $769K in the plan year 2023 filing to $926K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362908917 · Basso & Company Inc PY 2024 · Money Purchase
Basso & Company Inc Money Purchase Plan & Trust · $926K · 2 · 22nd
- BOOK $926K
- BOOK 2
- BOOK 22nd
- BOOK Money Purchase
- BOOK near Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan
- BOOK ind #3547
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 Other Services retirement plans → · Plans in Illinois →
Basso & Company Inc Money Purchase Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $769K |
|---|---|
| Net Assets (End of Year) | $926K |
| Net Income | $157K |
| Employer EIN | 362908917 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Basso & Company Inc)
Sponsor-wide plan assets over time
All Basso & Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $926K 36.97796441635001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $676K |
| 2023 | 1 | 2 | $769K |
| 2024 | 1 | 2 | $926K |
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
Basso & Company Inc Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Dr. Omar J. Perez Jimenez Gastroenterologo, Csp Retirement Plan in PR ($927K); 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 ($926K 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.