Money Purchase · DOL Form 5500 · 2024
Raj Subnani, Md Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $991,326
- Avg per participant High balance/head
Official DOL plan name: Raj Subnani Shearson as Keogh Mp Custodian · Sponsored by Raj Subnani, Md · Texas · Healthcare & Social Assistance
$4M in assets, 4 participants
Raj Subnani, Md's Raj Subnani Shearson as Keogh Mp Custodian reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,724 in Healthcare & Social Assistance (16,916 peers)
Raj Subnani, Md multi-year trail
Raj Subnani, Md's plans moved +39.0% in assets from 2022 to 2024; this filing shows Raj Subnani Shearson as Keogh Mp Custodian at $4M / 4 participants.
- #6,724
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
Raj Subnani Shearson as Keogh Mp Custodian's mid-pack asset rank among Healthcare & Social Assistance and all filers
Raj Subnani Shearson as Keogh Mp Custodian vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,965,302 38th percentile higher than 38% 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
Raj Subnani Shearson as Keogh Mp Custodian among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raj Subnani Shearson as Keogh Mp Custodian is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Raj Subnani Shearson as Keogh Mp Custodian end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 640715818 · Raj Subnani, Md PY 2024 · Money Purchase
Raj Subnani Shearson as Keogh Mp Custodian · $4M · 4 · 38th
- NET $4M
- BOOK 4
- VS-ST 38th
- BOY Money Purchase
- SCH near James L. Stan Attorney-Cpa Money Purchase Plan and Trust
- EBSA ind #6724
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 Texas →
Raj Subnani Shearson as Keogh Mp Custodian in the asset neighbourhood
Raj Subnani, Md multi-year asset trail
Sponsor-wide plan assets over time
All Raj Subnani, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 39.011609828161085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 4 | $4M |
Raj Subnani, Md filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $559K |
| Employer EIN | 640715818 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Raj Subnani Shearson as Keogh Mp Custodian's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is James L. Stan Attorney-Cpa Money Purchase Plan and Trust in IN ($4M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Linas a Sidrys Md (IL) 4 · 0 off
- Sealift Shipyards Inc Money Purchase Plan (FL) 4 · 0 off
- A.W. Carlson Inc Money Purchase Plan (CT) 4 · 0 off
- Steimla& Associates,Inc. Money Purchase Pension Plan (IL) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.