Money Purchase · DOL Form 5500 · 2024

Ramsey Enterprises Inc. Money Purchase Plan

Data updated 2026-08-11

$249K
Total assets
11
Participants
12th
Percentile by assets
$22,609
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Ramsey Enterprises Inc Employees Pension Plan and Trust · Sponsored by Ramsey Enterprises Inc. · Oklahoma · Retail Trade

$249K in assets, 11 participants

Ramsey Enterprises Inc.'s Ramsey Enterprises Inc Employees Pension Plan and Trust reported $249K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • 12th percentile by assets (of 123,622 plans)
  • #1,601 in Retail Trade (8,048 peers)

Ramsey Enterprises Inc. multi-year trail

Ramsey Enterprises Inc.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Ramsey Enterprises Inc Employees Pension Plan and Trust at $249K / 11 participants.

$249K
total plan assets (2024 EOY)
11
covered participants
12th
percentile by assets (of 123,622 plans)
$22,609
avg assets per participant

Where Ramsey Enterprises Inc Employees Pension Plan and Trust sits by total assets

Ramsey Enterprises Inc Employees Pension Plan and Trust vs every filed plan by assets

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

$248,695 12th percentile higher than 12% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ramsey Enterprises Inc Employees Pension Plan and Trust reported net income rose from $26K in the plan year 2023 filing to $50K in the plan year 2024 filing.
  • Ramsey Enterprises Inc Employees Pension Plan and Trust end-of-year assets rose from $199K in the plan year 2023 filing to $249K in the plan year 2024 filing.
  • Ramsey Enterprises Inc Employees Pension Plan and Trust reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Ramsey Enterprises Inc. across 3 plan years on file

Across the 3 plan years Ramsey Enterprises Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $173K to $249K, a gain of 44.1%, while reported participants moved from 9 to 11 (+22.2%). Peak year by sponsor assets: 2024 ($249K); trough: 2022 ($173K).

Ramsey Enterprises Inc. multi-year asset trail

$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.25M ▲ +47.1%
Total plan assets by year, all Ramsey Enterprises Inc. plans on file
Year Plans Participants Total Assets
2022 1 9 $173K
2023 1 10 $199K
2024 1 11 $249K

Ramsey Enterprises Inc. filing trail (2024)

Total Assets (Beginning of Year)$199K
Net Assets (End of Year)$249K
Net Income$50K
Employer EIN731003489
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oklahoma

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

Ramsey Enterprises Inc Employees Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants

Ramsey Enterprises Inc Employees Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -50050100150200 Total assets ($M) Participants Ramsey Enterprises I…Supplemental Pension…Oklahoma Medical Res…Grand Lake Mental He…The Crosby Group Hou…Tinker Federal Credi…
Ramsey Enterprises Inc Employees Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Ramsey Enterprises Inc Employees Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Ramsey Enterprises Inc Employees Pension Plan and Trust assets move in 2024?
Ramsey Enterprises Inc Employees Pension Plan and Trust grew sharply - up 25.1% during 2024, from $199K to $249K. Reported net income was $50K.
How have Ramsey Enterprises Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ramsey Enterprises Inc.'s sponsor-wide assets grew 44.1%, from $173K to $249K.
Where does Ramsey Enterprises Inc Employees Pension Plan and Trust rank by assets among Form 5500 filers?
Ramsey Enterprises Inc Employees Pension Plan and Trust ranks in the 12th 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 Ramsey Enterprises Inc Employees Pension Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is M. B. & Edna Zale Foundation Retirement Plan in TX ($252K, 1 participant).

Next read for Ramsey Enterprises Inc Employees Pension…

Multi-year trail

Ways to act on Ramsey Enterprises Inc Employees Pension Plan and Trust's numbers.

  • By total assets, Ramsey Enterprises Inc Employees Pension Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Oklahoma. Compare plans
  • Ramsey Enterprises Inc.'s sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Retail Trade plans