Money Purchase · DOL Form 5500 · 2024
Athihalli Nagaraj Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 27th
- Percentile by assets
- $807,036
- Avg per participant
Official DOL plan name: Athihalli Nagaraj Money Purchase Plan & Trust · Sponsored by Athihalli Nagaraj · Illinois · Healthcare & Social Assistance
$2M in assets, 2 participants
Athihalli Nagaraj's Athihalli Nagaraj Money Purchase Plan & Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 123,622 plans)
- #4,125 in Healthcare & Social Assistance (16,916 peers)
Athihalli Nagaraj multi-year trail
Athihalli Nagaraj's plans moved +39.1% in assets from 2022 to 2024; this filing shows Athihalli Nagaraj Money Purchase Plan & Trust at $2M / 2 participants.
- $2M
- total plan assets (2024 EOY)
- 2
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- $807,036
- avg assets per participant
Where Athihalli Nagaraj Money Purchase Plan & Trust sits by total assets
Athihalli Nagaraj Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,614,071 27th percentile higher than 27% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Athihalli Nagaraj Money Purchase Plan & Trust reported net income rose from $204K in the plan year 2023 filing to $250K in the plan year 2024 filing.
- Athihalli Nagaraj Money Purchase Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Athihalli Nagaraj across 3 plan years on file
Across the 3 plan years Athihalli Nagaraj has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $2M, a gain of 39.1%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($1M).
Athihalli Nagaraj multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Athihalli Nagaraj filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $250K |
| Employer EIN | 611540913 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Athihalli Nagaraj Money Purchase Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Athihalli Nagaraj Money Purchase Plan & Trust assets move in 2024? ▼
How have Athihalli Nagaraj plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Athihalli Nagaraj Money Purchase Plan & Trust? ▼
Next read for Athihalli Nagaraj Money Purchase Plan & …
Multi-year trail
Ways to act on Athihalli Nagaraj Money Purchase Plan & Trust's numbers.
- By total assets, Athihalli Nagaraj Money Purchase Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Athihalli Nagaraj's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans