Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
MoneyPurchase
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. BALOGH ASSOCIATES, INC. EMPLOYEES MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.9M | 3 | 2025 | |
| 002 | J. BALOGH ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $2.6M | 3 | 2025 |