Money Purchase · DOL Form 5500 · 2024
Parsons Smith & Stone Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 7
- Participants
- 35th
- Percentile by assets
- $473,651
- Avg per participant
Official DOL plan name: Parsons Smith & Stone - Money Purchase Plan · Sponsored by Parsons Smith & Stone · Idaho · Professional & Technical Services
$3M in assets, 7 participants
Parsons Smith & Stone's Parsons Smith & Stone - Money Purchase Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 123,622 plans)
- #6,487 in Professional & Technical Services (20,173 peers)
Parsons Smith & Stone multi-year trail
Parsons Smith & Stone's plans moved +43.2% in assets from 2022 to 2024; this filing shows Parsons Smith & Stone - Money Purchase Plan at $3M / 7 participants.
- $3M
- total plan assets (2024 EOY)
- 7
- covered participants
- 35th
- percentile by assets (of 123,622 plans)
- $473,651
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Parsons Smith & Stone - Money Purchase Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Parsons Smith & Stone - Money Purchase Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Parsons Smith & Stone - Money Purchase Plan reported net income rose from $463K in the plan year 2023 filing to $522K in the plan year 2024 filing.
Parsons Smith & Stone across 3 plan years on file
Across the 3 plan years Parsons Smith & Stone has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 43.2%, while reported participants moved from 16 to 14 (-12.5%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Parsons Smith & Stone multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 16 | $3M |
| 2023 | 2 | 12 | $4M |
| 2024 | 2 | 14 | $4M |
Parsons Smith & Stone filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $522K |
| Employer EIN | 820256584 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Idaho
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Parsons Smith & Stone - Money Purchase Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants
- National Electrical Annuity Plan $18.1B · 86,141
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Tiaa Retirement Plan $5.9B · 11,906
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Parsons Smith & Stone - Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Parsons Smith & Stone - Money Purchase Plan assets move in 2024? ▼
How have Parsons Smith & Stone plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Parsons Smith & Stone - Money Purchase Plan? ▼
Next read for Parsons Smith & Stone - Money Purchase P…
Multi-year trail
Ways to act on Parsons Smith & Stone - Money Purchase Plan's numbers.
- By total assets, Parsons Smith & Stone - Money Purchase Plan 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 Idaho. Compare plans
- Parsons Smith & Stone's sponsor-wide assets have grown 43.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans