Money Purchase · DOL Form 5500 · 2024

Swartz Taliaferro Swartz and Goodove PC Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets: 14
Participants: 35th
Percentile by assets: $229,893
Avg per participant

Official DOL plan name: Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · Sponsored by Swartz Taliaferro Swartz and Goodove PC · Virginia · Professional & Technical Services

$3M in assets, 14 participants

Swartz Taliaferro Swartz and Goodove PC's Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

35th percentile by assets (of 123,622 plans)
#6,382 in Professional & Technical Services (20,173 peers)

Swartz Taliaferro Swartz and Goodove PC multi-year trail

Swartz Taliaferro Swartz and Goodove PC's plans moved +27.7% in assets from 2022 to 2024; this filing shows Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan at $3M / 14 participants.

$3M
total plan assets (2024 EOY): 14
covered participants: 35th
percentile by assets (of 123,622 plans): $229,893
avg assets per participant

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported net income fell from $427K in the plan year 2023 filing to $278K in the plan year 2024 filing.
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Virginia

Industry

Professional & Technical Services

Swartz Taliaferro Swartz and Goodove PC across 3 plan years on file

Across the 3 plan years Swartz Taliaferro Swartz and Goodove PC has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 27.7%, while reported participants moved from 30 to 28 (-6.7%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).

Swartz Taliaferro Swartz and Goodove PC multi-year asset trail

Total plan assets by year, all Swartz Taliaferro Swartz and Goodove PC plans on file

Year	Plans	Participants	Total Assets
2022	2	30	$5M
2023	2	26	$6M
2024	2	28	$7M

Swartz Taliaferro Swartz and Goodove PC filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$278K
Employer EIN	541160814
Plan Effective Date	1989-03-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Virginia

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

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants

The Mitre Corporation Qualified Retirement Plan $2.8B · 12,228
The George Washington University Retirement Plan for Faculty and Staff $1.4B · 3,862
Noblis, Inc. Qualified Retirement Plan $246M · 2,434
Mid-Atlantic States District Council Participating Locals Annuity Fund $149M · 6,604
American College of Radiology Employees' Pension Plan and Trust $108M · 560

Compare Swartz Taliaferro Swartz and Goodove PC … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan by total assets, not by location.

Money Purchase Pension Plan (MD) $3M · 2
Sam Berman and Sons Retirement Trust (IA) $3M · 12
Line and Space LLC Money Purchase Plan (AZ) $3M · 17
Retirement Trust of Middle District Chapter 13 Offices (Winston-Salem) (NC) $3M · 10

Frequently Asked Questions

How did Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan assets move in 2024? ▼

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan grew at a solid clip - up 9.5% during 2024, from $3M to $3M. Reported net income was $278K.

How have Swartz Taliaferro Swartz and Goodove PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Swartz Taliaferro Swartz and Goodove PC's sponsor-wide assets grew 27.7%, from $5M to $7M.

Which Money Purchase plans are similar in size to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Money Purchase Pension Plan in MD ($3M, 2 participants).

Next read for Swartz Taliaferro Swartz and Goodove PC …

Multi-year trail

Ways to act on Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's numbers.

By total assets, Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Virginia. Compare plans
Swartz Taliaferro Swartz and Goodove PC's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 541160814.