Money Purchase · DOL Form 5500 · 2024

Mark a Barone Money Purchase Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$518,273
Avg per participant High balance/head
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Official DOL plan name: Mark a. Barone Money Purchase Plan · Sponsored by Mark a Barone · New York · Professional & Technical Services

$518K in assets, 1 participants

Mark a Barone's Mark a. Barone Money Purchase Plan reported $518K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,750 in Professional & Technical Services (20,173 peers)

Mark a Barone multi-year trail

Mark a Barone's plans moved +20.7% in assets from 2022 to 2024; this filing shows Mark a. Barone Money Purchase Plan at $518K / 1 participant.

#2,750
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY

Mark a. Barone Money Purchase Plan among the smaller filed plans by assets

Mark a. Barone Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$518,273 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Mark a. Barone Money Purchase Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark a. Barone Money Purchase Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark a. Barone Money Purchase Plan reported net income rose from $49K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • Mark a. Barone Money Purchase Plan end-of-year assets rose from $442K in the plan year 2023 filing to $518K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133296099 · Mark a Barone PY 2024 · Money Purchase

Mark a. Barone Money Purchase Plan · $518K · 1 · 18th

  • PHOTO $518K
  • IND 1
  • EOY 18th
  • 5500 Money Purchase
  • ASSETS near Axel E. Medina Maldonado Retirement Plan
  • PCT ind #2750

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 New York →

Mark a. Barone Money Purchase Plan in the asset neighbourhood

Ricardo E. Santiago Montalvo, Csp Retirement PlanRicardo E. Santiago Montalvo…$536KAdvanced Heart and Vascular Center Retirement PlanAdvanced Heart and Vascular …$539KMark a. Barone Money Purchase PlanMark a. Barone Money Purchas…$518KAxel E. Medina Maldonado Retirement PlanAxel E. Medina Maldonado Ret…$519KInstituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement PlanInstituto Cardiologico De Ar…$512K
End-of-year total assets ($M) among Mark a. Barone Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Mark a Barone multi-year asset trail

Sponsor-wide plan assets over time

All Mark a Barone plans reported in each filing year

Latest sponsor-wide plan assets
$695K 20.673230534139055% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.58M $0.69M ▲ +19.0%
Year Plans Participants Total Assets
2022 2 2 $576K
2023 2 2 $606K
2024 2 2 $695K

Mark a Barone filing trail (2024)

Total Assets (Beginning of Year)$442K
Net Assets (End of Year)$518K
Net Income$76K
Employer EIN133296099
Plan Effective Date1987-10-02
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mark a. Barone Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mark a. Barone Money Purchase Plan, Total assets ($B): 0.000518273 · Participants: 1Mark a. Barone Money Purchase PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Mark a. Barone Money Purchase Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mark a. Barone Money Purchase Plan side-by-side with 3 peers →

Mark a. Barone Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Axel E. Medina Maldonado Retirement Plan in PR ($519K); by covered participants it is Eduardo Mccormack Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mark a. Barone Money Purchase Plan assets move in 2024? ▼
Mark a. Barone Money Purchase Plan grew sharply - up 17.2% during 2024, from $442K to $518K. Reported net income was $76K.
How have Mark a Barone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark a Barone's sponsor-wide assets grew 20.7%, from $576K to $695K.
Where does Mark a. Barone Money Purchase Plan rank by assets among Form 5500 filers? ▼
Mark a. Barone Money Purchase Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mark a. Barone Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Axel E. Medina Maldonado Retirement Plan in PR ($519K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Mark a. Barone Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Eduardo Mccormack Retirement Plan in PR (1 participant, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133296099.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.