Money Purchase · DOL Form 5500 · 2022

Henney Wealth Management, Inc. Money Purchase Plan

Data updated 2026-08-25

$318K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$159,231
Avg per participant Above avg balance/head
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Official DOL plan name: Henney Wealth Management, Inc. Profit Sharing Plan · Sponsored by Henney Wealth Management, Inc. · California · Finance & Insurance

$318K in assets, 2 participants

Henney Wealth Management, Inc.'s Henney Wealth Management, Inc. Profit Sharing Plan reported $318K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

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

What the 2022 filing shows

Henney Wealth Management, Inc. Profit Sharing Plan holds $318K for 2 participants - about $159,231 per participant, among the smaller plans by assets on file.

#818
in Finance & Insurance (9,261 peers)
-3.1%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henney Wealth Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Henney Wealth Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$318,462 14th percentile higher than 14% 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. Profit Sharing 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. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

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

Henney Wealth Management, Inc. Profit Sharing Plan · $318K · 2 · 14th

  • ASSETS $318K
  • ASSETS 2
  • ASSETS 14th
  • ASSETS Money Purchase
  • ASSETS near Centro De Diabetes Para Puerto Rico Retirement Plan
  • ASSETS ind #818

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. Profit Sharing Plan in the asset neighbourhood

Henney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$318KCentro De Diabetes Para Puerto Rico Retirement PlanCentro De Diabetes Para Puer…$319KBarbosa Dental Clinic, Csp Retirement PlanBarbosa Dental Clinic, Csp R…$316KSamuel I. Maduro Rivera Retirement PlanSamuel I. Maduro Rivera Reti…$314KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$314K
End-of-year total assets ($M) among Henney Wealth Management, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$329K
Net Assets (End of Year)$318K
Net Income-$10K
Employer EIN273129399
Plan Effective Date1996-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Henney Wealth Management, Inc.)

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

Nearby Money Purchase Plans in California

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

Henney Wealth Management, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Henney Wealth Management, Inc. Profit Sharing Plan, Total assets ($B): 0.000318462 · Participants: 2Henney Wealth Management, Inc. Profit Sharing 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. Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Henney Wealth Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Centro De Diabetes Para Puerto Rico Retirement Plan in PR ($319K); 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. Profit Sharing Plan assets move in 2022? ▼
Henney Wealth Management, Inc. Profit Sharing Plan edged down modestly - down 3.1% during 2022, from $329K to $318K. Reported net income was -$10K.
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. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Henney Wealth Management, Inc. Profit Sharing Plan ranks in the 14th 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. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Centro De Diabetes Para Puerto Rico Retirement Plan in PR ($319K, 13 participants).
Which Money Purchase plans cover a similar participant headcount to Henney Wealth Management, Inc. Profit Sharing 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.