Money Purchase · DOL Form 5500 · 2022

Henney Wealth Management, Inc. Money Purchase Plan

Data updated 2026-08-25

$177K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$88,368
Avg per participant Below avg balance/head
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Official DOL plan name: Henney Wealth Management, Inc. Money Purchase Plan · Sponsored by Henney Wealth Management, Inc. · California · Finance & Insurance

$177K in assets, 2 participants

Henney Wealth Management, Inc.'s Henney Wealth Management, Inc. Money Purchase Plan reported $177K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #563 in Finance & Insurance (9,261 peers)

2022 asset change

Henney Wealth Management, Inc. Money Purchase Plan declined sharply 20.2% in 2022 ($221K → $177K) for 2 participants.

#563
in Finance & Insurance (9,261 peers)
-20.2%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henney Wealth Management, Inc. Money Purchase Plan among the smaller filed plans by assets

Henney Wealth Management, Inc. Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$176,736 10th percentile higher than 10% of 139,123 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 2022

Henney Wealth Management, Inc. Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henney Wealth Management, Inc. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 273129399 · Henney Wealth Management, Inc. PY 2022 · Money Purchase

Henney Wealth Management, Inc. Money Purchase Plan · $177K · 2 · 10th

  • IND $177K
  • EOY 2
  • 5500 10th
  • ASSETS Money Purchase
  • PCT near The James V Trask Pension Plan
  • EIN ind #563

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 Finance & Insurance retirement plans → · Plans in California →

Henney Wealth Management, Inc. Money Purchase Plan in the asset neighbourhood

Henney Wealth Management, Inc. Money Purchase PlanHenney Wealth Management, In…$177KThe James V Trask Pension PlanThe James V Trask Pension Pl…$178KCentro De Medicina De Familia De Las Piedras, Psc.Centro De Medicina De Famili…$176KRamon Ortiz Llavona Retirement PlanRamon Ortiz Llavona Retireme…$175KRevere Enterprises Inc. Money Purchase Pension PlanRevere Enterprises Inc. Mone…$179K
End-of-year total assets ($M) among Henney Wealth Management, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Henney Wealth Management, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Henney Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$454K 8.394218070347618% vs 2022
2024 filing year
$0.44M$0.46M$0.48M$0.5M$0.52M 202220232024 $0.5M $0.45M ▼ -10.0%
Year Plans Participants Total Assets
2022 2 4 $495K
2023 2 4 $507K
2024 2 4 $454K

2022 asset-move particulars

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$177K
Net Income-$45K
Employer EIN273129399
Plan Effective Date1996-12-18
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Henney Wealth Management, Inc. Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Henney Wealth Management, Inc. Money Purchase Plan, Total assets ($B): 0.000176736 · Participants: 2Henney Wealth Management, Inc. Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Henney Wealth Management, Inc. Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Henney Wealth Management, Inc. Money Purchase Plan side-by-side with 3 peers →

Henney Wealth Management, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The James V Trask Pension Plan in IA ($178K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henney Wealth Management, Inc. Money Purchase Plan assets move in 2022? ▼
Henney Wealth Management, Inc. Money Purchase Plan declined sharply - down 20.2% during 2022, from $221K to $177K. Reported net income was -$45K.
How have Henney Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henney Wealth Management, Inc.'s sponsor-wide assets declined 8.4%, from $495K to $454K.
Where does Henney Wealth Management, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Henney Wealth Management, Inc. Money Purchase Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Henney Wealth Management, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The James V Trask Pension Plan in IA ($178K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Henney Wealth Management, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273129399.

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.