Money Purchase · DOL Form 5500 · 2024
John J. St. Andre, Jr. Money Purchase Plan
Data updated 2026-08-25
- $309K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $154,604
- Avg per participant Above avg balance/head
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.
- #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.
- #2,181
- in Professional & Technical Services (20,173 peers)
- +10.2%
- assets growth YoY
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust among the smaller filed plans by assets
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$309,207 14th percentile higher than 14% 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
John J. St. Andre, Jr. Money Purchase Pension 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. John J. St. Andre, Jr. Money Purchase Pension Plan & Trust is a micro filing (2 participants), the leftmost band.
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.
Form 5500 schedule snapshot
Filing strip 042763333 · John J. St. Andre, Jr. PY 2024 · Money Purchase
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust · $309K · 2 · 14th
- SCH $309K
- SCH 2
- SCH 14th
- SCH Money Purchase
- SCH near Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust
- SCH ind #2181
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 Massachusetts →
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust in the asset neighbourhood
John J. St. Andre, Jr. multi-year asset trail
Sponsor-wide plan assets over time
All John J. St. Andre, Jr. plans reported in each filing year
- Latest sponsor-wide plan assets
- $472K 23.878232866006847% vs 2022
- 2024 filing year
| 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.
- 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
John J. St. Andre, Jr. Money Purchase Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust in MN ($310K); 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 ($309K here).
- Austin Orthopedic & Sports Medicine PA Aberdeen Orthopedic Clinic PC Money Purchase Plan & Trust (MN) $310K · 1
- Retirement Plan of Richard P. Mellon 1940 Trust (PA) $308K · 10
- Retirement Plan of Seward Prosser Mellon 1942 Trust (PA) $308K · 10
- Retirement Plan of Cassandra M. Milbury 1940 Trust (PA) $308K · 10
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.