Money Purchase · DOL Form 5500 · 2024
John J. St. Andre, Jr. Money Purchase Plan
Data updated 2026-08-11
- $309K
- Total assets
- 2
- Participants
- 14th
- Percentile by assets
- $154,604
- Avg per participant
Official DOL plan name: John J. St. Andre, Jr. Money Purchase Pension Plan & Trust · Sponsored by John J. St. Andre, Jr. · Massachusetts · Professional & Technical Services
$309K in assets, 2 participants
John J. St. Andre, Jr.'s John J. St. Andre, Jr. Money Purchase Pension Plan & Trust reported $309K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- 14th percentile by assets (of 123,622 plans)
- #2,181 in Professional & Technical Services (20,173 peers)
John J. St. Andre, Jr. multi-year trail
John J. St. Andre, Jr.'s plans moved +23.9% in assets from 2022 to 2024; this filing shows John J. St. Andre, Jr. Money Purchase Pension Plan & Trust at $309K / 2 participants.
- $309K
- total plan assets (2024 EOY)
- 2
- covered participants
- 14th
- percentile by assets (of 123,622 plans)
- $154,604
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John J. St. Andre, Jr. Money Purchase Pension Plan & Trust reported net income fell from $36K in the plan year 2023 filing to $29K in the plan year 2024 filing.
- John J. St. Andre, Jr. Money Purchase Pension Plan & Trust end-of-year assets rose from $281K in the plan year 2023 filing to $309K in the plan year 2024 filing.
John J. St. Andre, Jr. across 3 plan years on file
Across the 3 plan years John J. St. Andre, Jr. has on file (2022-2024), sponsor-wide plan assets have moved from $381K to $472K, a gain of 23.9%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($472K); trough: 2022 ($381K).
John J. St. Andre, Jr. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $381K |
| 2023 | 2 | 4 | $430K |
| 2024 | 2 | 4 | $472K |
John J. St. Andre, Jr. filing trail (2024)
| Total Assets (Beginning of Year) | $281K |
|---|---|
| Net Assets (End of Year) | $309K |
| Net Income | $29K |
| Employer EIN | 042763333 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to John J. St. Andre, Jr. Money Purchase Pension Plan & Trust by total assets, not by location.
- Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust (MN) $310K · 1
- Retirement Plan of Seward Prosser Mellon 1942 Trust (PA) $308K · 10
- Retirement Plan of Richard P. Mellon 1940 Trust (PA) $308K · 10
- Retirement Plan of Cassandra M. Milbury 1940 Trust (PA) $308K · 10
Frequently Asked Questions
How did John J. St. Andre, Jr. Money Purchase Pension Plan & Trust assets move in 2024? ▼
How have John J. St. Andre, Jr. plan assets changed over time? ▼
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Multi-year trail
Ways to act on John J. St. Andre, Jr. Money Purchase Pension Plan & Trust's numbers.
- By total assets, John J. St. Andre, Jr. Money Purchase Pension Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- John J. St. Andre, Jr.'s sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans