Money Purchase · DOL Form 5500 · 2022
Alan Saven Money Purchase Plan
Data updated 2026-08-25
- $967K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 25th
- Percentile by assets National rank
Official DOL plan name: Alan Saven Health Care Keogh Plan · Sponsored by Alan Saven · California · Healthcare & Social Assistance
$967K in assets, N/A participants
Alan Saven's Alan Saven Health Care Keogh Plan reported $967K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,353 in Healthcare & Social Assistance (20,060 peers)
Alan Saven multi-year trail
Alan Saven's plans moved +68.2% in assets from 2022 to 2024; this filing shows Alan Saven Health Care Keogh Plan at $967K / N/A participants.
- #4,353
- in Healthcare & Social Assistance (20,060 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $276K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alan Saven Health Care Keogh Plan among the smaller filed plans by assets
Alan Saven Health Care Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$966,700 25th percentile higher than 25% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 330962305 · Alan Saven PY 2022 · Money Purchase
Alan Saven Health Care Keogh Plan · $967K · N/A · 25th
- ASSETS $967K
- ASSETS N/A
- ASSETS 25th
- ASSETS Money Purchase
- ASSETS near Lynn Animal Hospital Pension Plan
- ASSETS ind #4353
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Alan Saven Health Care Keogh Plan in the asset neighbourhood
Alan Saven multi-year asset trail
Sponsor-wide plan assets over time
All Alan Saven plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 68.23264715009827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $967K |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $2M |
Alan Saven filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $967K |
| Net Income | -$276K |
| Employer EIN | 330962305 |
| Plan Effective Date | 1998-01-01 |
| 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
Alan Saven Health Care Keogh Plan's closest out-of-state Money Purchase peers by assets
Outside California, the nearest Money Purchase by end-of-year assets is Lynn Animal Hospital Pension Plan in MD at $963K (this filing: $967K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($967K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.