Money Purchase · DOL Form 5500 · 2024

Swartz Taliaferro Swartz and Goodove PC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 14
Participants Small participant base: 35th
Percentile by assets National rank: $229,893
Avg per participant Above avg balance/head

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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.

#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.

#6,382
in Professional & Technical Services (20,173 peers): +9.5%
assets growth YoY

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan vs every filed plan by assets

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

$3,218,495 35th percentile higher than 35% 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

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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 →

DOL schedule card

Filing strip 541160814 · Swartz Taliaferro Swartz and Goodove PC PY 2024 · Money Purchase

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan · $3M · 14 · 35th

VS-ST $3M
VS-ST 14
VS-ST 35th
VS-ST Money Purchase
VS-ST near Money Purchase Pension Plan
VS-ST ind #6382

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 Virginia →

End-of-year total assets ($M) among Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Swartz Taliaferro Swartz and Goodove PC multi-year asset trail

Latest sponsor-wide plan assets: $7M 27.722927122802265% vs 2022; 2024 filing year

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 Money Purchase Pension Plan side-by-side with 3 peers →

Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Money Purchase Pension Plan in MD ($3M); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 (IA) 14 · 0 off
Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund (NJ) 14 · 0 off
Laboratorio Clinico Medina, Inc Retirement Plan (PR) 14 · 0 off
Brt Apartments Corp. Pension Plan (NY) 14 · 0 off

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 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).

Which Money Purchase plans cover a similar participant headcount to Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 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 541160814.