Money Purchase · DOL Form 5500 · 2024
Dae Sik Rho Md Money Purchase Plan
Data updated 2026-08-25
- $932K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $310,558
- Avg per participant High balance/head
Official DOL plan name: Dae Sik Rho, Md Self-Employed Retirement Plan · Sponsored by Dae Sik Rho Md · New York · Healthcare & Social Assistance
$932K in assets, 3 participants
Dae Sik Rho Md's Dae Sik Rho, Md Self-Employed Retirement Plan reported $932K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,100 in Healthcare & Social Assistance (16,916 peers)
Dae Sik Rho Md multi-year trail
Dae Sik Rho Md's plans moved -15.6% in assets from 2022 to 2024; this filing shows Dae Sik Rho, Md Self-Employed Retirement Plan at $932K / 3 participants.
- #3,100
- in Healthcare & Social Assistance (16,916 peers)
- -19.8%
- assets change YoY
The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dae Sik Rho, Md Self-Employed Retirement Plan among the smaller filed plans by assets
Dae Sik Rho, Md Self-Employed Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$931,673 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dae Sik Rho, Md Self-Employed 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. Dae Sik Rho, Md Self-Employed Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dae Sik Rho, Md Self-Employed Retirement Plan reported net income fell from $57K in the plan year 2023 filing to -$230K in the plan year 2024 filing.
- Dae Sik Rho, Md Self-Employed Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $932K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133846850 · Dae Sik Rho Md PY 2024 · Money Purchase
Dae Sik Rho, Md Self-Employed Retirement Plan · $932K · 3 · 23rd
- EIN $932K
- EIN 3
- EIN 23rd
- EIN Money Purchase
- EIN near San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan
- EIN ind #3100
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Dae Sik Rho, Md Self-Employed Retirement Plan in the asset neighbourhood
Dae Sik Rho Md multi-year asset trail
Sponsor-wide plan assets over time
All Dae Sik Rho Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $932K 15.61597953784439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $932K |
Dae Sik Rho Md filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $932K |
| Net Income | -$230K |
| Employer EIN | 133846850 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Dae Sik Rho, Md Self-Employed Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is San Pablo Gastroenterology & Retina Center of Puerto Rico Retirement Plan in PR ($932K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($932K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.