Money Purchase · DOL Form 5500 · 2024

Walter J Pikul Mba Cpa Cfp 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
$986,837
Avg per participant High balance/head
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Official DOL plan name: Walter J Pikul Prototype Retirement Plan · Sponsored by Walter J Pikul Mba Cpa Cfp · North Carolina · Professional & Technical Services

$4M in assets, 4 participants

Walter J Pikul Mba Cpa Cfp's Walter J Pikul Prototype Retirement Plan 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.

  • #7,067 in Professional & Technical Services (20,173 peers)

Walter J Pikul Mba Cpa Cfp multi-year trail

Walter J Pikul Mba Cpa Cfp's plans moved +15.1% in assets from 2023 to 2024; this filing shows Walter J Pikul Prototype Retirement Plan at $4M / 4 participants.

#7,067
in Professional & Technical Services (20,173 peers)
+15.1%
assets growth YoY

Walter J Pikul Prototype Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Walter J Pikul Prototype Retirement Plan vs every filed plan by assets

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

$3,947,346 38th percentile higher than 38% 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

Walter J Pikul Prototype Retirement 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. Walter J Pikul Prototype Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walter J Pikul Prototype Retirement Plan reported net income fell from $641K in the plan year 2023 filing to $519K in the plan year 2024 filing.
  • Walter J Pikul Prototype Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561233954 · Walter J Pikul Mba Cpa Cfp PY 2024 · Money Purchase

Walter J Pikul Prototype Retirement Plan · $4M · 4 · 38th

  • PHOTO $4M
  • PHOTO 4
  • PHOTO 38th
  • PHOTO Money Purchase
  • PHOTO near Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan
  • PHOTO ind #7067

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 North Carolina →

Walter J Pikul Prototype Retirement Plan in the asset neighbourhood

Raj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$4MJames L. Stan Attorney-Cpa Money Purchase Plan and TrustJames L. Stan Attorney-Cpa M…$4MWalter J Pikul Prototype Retirement PlanWalter J Pikul Prototype Ret…$4MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$4MSundown M Ranch Corporation Employees Retirement PlanSundown M Ranch Corporation …$4M
End-of-year total assets ($M) among Walter J Pikul Prototype Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Walter J Pikul Mba Cpa Cfp multi-year asset trail

Sponsor-wide plan assets over time

All Walter J Pikul Mba Cpa Cfp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.13372658734696% vs 2023
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 20232024 $3.43M $3.95M ▲ +15.2%
Year Plans Participants Total Assets
2023 1 4 $3M
2024 1 4 $4M

Walter J Pikul Mba Cpa Cfp filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$519K
Employer EIN561233954
Plan Effective Date1983-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in North Carolina

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

Walter J Pikul Prototype Retirement Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Walter J Pikul Prototype Retirement Plan, Total assets ($M): 3.947346 · Participants: 4Walter J Pikul Prototype Retirement PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 521.943198 · Participants: 1997Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 257.942084 · Participants: 1192Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 84.542787 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 58.278329 · Participants: 905Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan, Total assets ($M): 22.953494 · Participants: 663Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan
Walter J Pikul Prototype Retirement Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
Compare Walter J Pikul Prototype Retirement Plan side-by-side with 3 peers →

Walter J Pikul Prototype Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside North Carolina, the nearest Money Purchase by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($4M); by covered participants it is Linas a Sidrys Md in IL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); 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 Walter J Pikul Prototype Retirement Plan assets move in 2024? ▼
Walter J Pikul Prototype Retirement Plan grew sharply - up 15.1% during 2024, from $3M to $4M. Reported net income was $519K.
How have Walter J Pikul Mba Cpa Cfp plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Walter J Pikul Mba Cpa Cfp's sponsor-wide assets grew 15.1%, from $3M to $4M.
Which Money Purchase plans are similar in size to Walter J Pikul Prototype Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($4M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Walter J Pikul Prototype Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Linas a Sidrys Md in IL (4 participants, $6M 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 561233954.

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.