Money Purchase · DOL Form 5500 · 2022
Henney Wealth Management, Inc. Money Purchase Plan
Data updated 2026-08-11
- $177K
- Total assets
- 2
- Participants
- 10th
- Percentile by assets
- $88,368
- Avg per participant
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.
- 10th percentile by assets (of 139,126 plans)
- #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.
- $177K
- total plan assets (2022 EOY)
- 2
- covered participants
- 10th
- percentile by assets (of 139,126 plans)
- $88,368
- avg assets per participant
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.
2022 asset move for Henney Wealth Management, Inc. Money Purchase Plan
Year over year, total assets declined sharply from $221K at the start of 2022 to $177K at year-end (down 20.2%). Net assets closed at $177K; reported net income -$45K.
Henney Wealth Management, Inc. years around the 2022 move
| 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 EIN | 273129399 |
| Plan Effective Date | 1996-12-18 |
| Filing Status | FILING 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Henney Wealth Management, Inc. Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Henney Wealth Management, Inc. Money Pur…
2022 change
Ways to act on Henney Wealth Management, Inc. Money Purchase Plan's numbers.
- By total assets, Henney Wealth Management, Inc. Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Henney Wealth Management, Inc.'s sponsor-wide assets have declined 8.4% since 2022 across 3 plan years on file. More Finance & Insurance plans