Money Purchase · DOL Form 5500 · 2024

Ramsey Enterprises Inc. Money Purchase Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets
11
Participants Small participant base
12th
Percentile by assets National rank
$22,609
Avg per participant Low balance/head
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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.

  • #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.

#1,601
in Retail Trade (8,048 peers)
+25.1%
assets growth YoY

Ramsey Enterprises Inc Employees Pension Plan and Trust among the smaller filed plans by 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 $2,050,000,000 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

Ramsey Enterprises Inc Employees Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ramsey Enterprises Inc Employees Pension Plan and Trust is a small filing (11 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 731003489 · Ramsey Enterprises Inc. PY 2024 · Money Purchase

Ramsey Enterprises Inc Employees Pension Plan and Trust · $249K · 11 · 12th

  • EOY $249K
  • 5500 11
  • ASSETS 12th
  • PCT Money Purchase
  • EIN near M. B. & Edna Zale Foundation Retirement Plan
  • RANK ind #1601

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 Retail Trade retirement plans → · Plans in Oklahoma →

Ramsey Enterprises Inc Employees Pension Plan and Trust in the asset neighbourhood

Vascular and Interventional Radiology Services Retirement PlanVascular and Interventional …$257KRamsey Enterprises Inc Employees Pension Plan and TrustRamsey Enterprises Inc Emplo…$249KM. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$252KMedical Solutions Retirement PlanMedical Solutions Retirement…$245KW. Clark Washington, P.C., Money Purchase Pension PlanW. Clark Washington, P.C., M…$238K
End-of-year total assets ($M) among Ramsey Enterprises Inc Employees Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Ramsey Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ramsey Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$249K 44.12005030105296% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.17M $0.25M ▲ +47.1%
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 Scatter plot of 6 data points. -50005001000150020002500 -50050100150200 Total assets ($M) Participants Ramsey Enterprises Inc Employees Pension Plan and Trust, Total assets ($M): 0.248695 · Participants: 11Ramsey Enterprises Inc Employees Pension Plan and TrustSupplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan, Total assets ($M): 188.689591 · Participants: 2210Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) PlanOklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 99.87876 · Participants: 513Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 28.681467 · Participants: 2080Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 16.750334 · Participants: 469The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 16.209291 · Participants: 796Tinker Federal Credit Union Target Benefit Plan
Ramsey Enterprises Inc Employees Pension Plan and Trust vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Ramsey Enterprises Inc Employees Pension Plan and Trust side-by-side with 3 peers →

Ramsey Enterprises Inc Employees Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is M. B. & Edna Zale Foundation Retirement Plan in TX ($252K); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 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).
Which Money Purchase plans cover a similar participant headcount to Ramsey Enterprises Inc Employees Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M 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 731003489.

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.