Money Purchase · DOL Form 5500 · 2024

Bashyam Madhavan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Bashyam Madhavan Money Purchase Plan & Trust · Sponsored by Bashyam Madhavan · Illinois · Professional & Technical Services

$2M in assets, 1 participants

Bashyam Madhavan's Bashyam Madhavan Money Purchase Plan & Trust reported $2M in total assets and 1 participant 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.

  • #4,500 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Bashyam Madhavan Money Purchase Plan & Trust holds $2M for 1 participant - about $1.6M per participant, in the lower half of filed plans by assets.

#4,500
in Professional & Technical Services (20,173 peers)
+1.8%
assets growth YoY

Bashyam Madhavan Money Purchase Plan & Trust among the smaller filed plans by assets

Bashyam Madhavan Money Purchase Plan & Trust vs every filed plan by assets

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

$1,561,850 27th percentile higher than 27% 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

Bashyam Madhavan Money Purchase 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. Bashyam Madhavan Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bashyam Madhavan Money Purchase Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621514946 · Bashyam Madhavan PY 2024 · Money Purchase

Bashyam Madhavan Money Purchase Plan & Trust · $2M · 1 · 27th

  • EBSA $2M
  • PART 1
  • TYPE 27th
  • NET Money Purchase
  • BOOK near Instituto Vascular Del Sur, Csp Retirement Plan Trust
  • VS-ST ind #4500

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 Illinois →

Bashyam Madhavan Money Purchase Plan & Trust in the asset neighbourhood

James Cw Moy-Money Purchase PlanJames Cw Moy-Money Purchase …$2MBashyam Madhavan Money Purchase Plan & TrustBashyam Madhavan Money Purch…$2MInstituto Vascular Del Sur, Csp Retirement Plan TrustInstituto Vascular Del Sur, …$2MAndrew C. Tarkington Dds PC Money Purchase PlanAndrew C. Tarkington Dds PC …$2MGeoffrey G. Hallock Money Purchase Pension PlanGeoffrey G. Hallock Money Pu…$2M
End-of-year total assets ($M) among Bashyam Madhavan Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$28K
Employer EIN621514946
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bashyam Madhavan)

Sponsor-wide plan assets over time

All Bashyam Madhavan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.460076021128703% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.48M $2.72M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 2 $2M
2023 2 2 $3M
2024 2 2 $3M

Nearby Money Purchase Plans in Illinois

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

Bashyam Madhavan Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -20002004006008001000 Total assets ($M) Participants Bashyam Madhavan Money Purchase Plan & Trust, Total assets ($M): 1.56185 · Participants: 1Bashyam Madhavan Money Purchase Plan & TrustRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 795.953748 · Participants: 1782Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 724.821974 · Participants: 2204NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 489.386942 · Participants: 944NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 215.659803 · Participants: 1188International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 209.670961 · Participants: 936Sheet Metal Workers Local 219 Retirement Savings Fund
Bashyam Madhavan Money Purchase Plan & Trust vs. nearby Money Purchase plans in Illinois, assets vs. participants
Compare Bashyam Madhavan Money Purchase Plan & Trust side-by-side with 3 peers →

Bashyam Madhavan Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Instituto Vascular Del Sur, Csp Retirement Plan Trust in PR ($2M); 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 Bashyam Madhavan Money Purchase Plan & Trust assets move in 2024? ▼
Bashyam Madhavan Money Purchase Plan & Trust edged up modestly - up 1.8% during 2024, from $2M to $2M. Reported net income was $28K.
How have Bashyam Madhavan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bashyam Madhavan's sponsor-wide assets grew 9.5%, from $2M to $3M.
Which Money Purchase plans are similar in size to Bashyam Madhavan Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Instituto Vascular Del Sur, Csp Retirement Plan Trust in PR ($2M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Bashyam Madhavan Money Purchase Plan & Trust? ▼
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 621514946.

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.