Money Purchase · DOL Form 5500 · 2022
Michelle Kwan Corporation Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Michelle Kwan Money Purchase Plan · Sponsored by Michelle Kwan Corporation · California · Arts, Entertainment & Recreation
$3M in assets, 3 participants
Michelle Kwan Corporation's Michelle Kwan Money Purchase Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,895 in Arts, Entertainment & Recreation (3,077 peers)
Michelle Kwan Corporation multi-year trail
Michelle Kwan Corporation's plans moved +17.6% in assets from 2022 to 2024; this filing shows Michelle Kwan Money Purchase Plan at $3M / 3 participants.
- #1,895
- in Arts, Entertainment & Recreation (3,077 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michelle Kwan Money Purchase Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Michelle Kwan Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,423,184 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Michelle Kwan 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. Michelle Kwan Money Purchase Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 954497320 · Michelle Kwan Corporation PY 2022 · Money Purchase
Michelle Kwan Money Purchase Plan · $3M · 3 · 43rd
- BOY $3M
- SCH 3
- EBSA 43rd
- PART Money Purchase
- TYPE near Juan B Espinosa Md PA Amended and Restated Pension Plan
- NET ind #1895
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Michelle Kwan Money Purchase Plan in the asset neighbourhood
Michelle Kwan Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Michelle Kwan Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.592773277743763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
Michelle Kwan Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$737K |
| Employer EIN | 954497320 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Michelle Kwan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Juan B Espinosa Md PA Amended and Restated Pension Plan in FL ($3M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.