Money Purchase · DOL Form 5500 · 2022
Daniel C. Halvorson Money Purchase Plan
Data updated 2026-08-11
- $96K
- Total assets
- N/A
- Participants
- 6th
- Percentile by assets
Official DOL plan name: Daniel C. Halvorson Money Purchase Pension Plan · Sponsored by Daniel C. Halvorson · Georgia · Professional & Technical Services
$96K in assets, N/A participants
Daniel C. Halvorson's Daniel C. Halvorson Money Purchase Pension Plan reported $96K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- 6th percentile by assets (of 139,126 plans)
- #1,135 in Professional & Technical Services (21,562 peers)
2022 asset change
Daniel C. Halvorson Money Purchase Pension Plan contracted severely 63.8% in 2022 ($265K → $96K) for N/A participants.
- $96K
- total plan assets (2022 EOY)
- N/A
- covered participants
- 6th
- percentile by assets (of 139,126 plans)
- -63.8%
- assets change YoY
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Daniel C. Halvorson Money Purchase Pension Plan
Year over year, total assets contracted severely from $265K at the start of 2022 to $96K at year-end (down 63.8%). Net assets closed at $96K; reported net income -$169K.
Daniel C. Halvorson years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | N/A | $444K |
| 2023 | 2 | N/A | $250K |
| 2024 | 2 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $265K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | -$169K |
| Employer EIN | 550790920 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Georgia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Daniel C. Halvorson Money Purchase Pension Plan vs. nearby Money Purchase plans in Georgia, assets vs. participants
- Valmet, Inc. Pension Plan and Trust $69M · 1,455
- IBEW Local 508 Pension Fund $64M · 768
- Au Medical Associates Employees' Money Purchase Pension Plan $25M · 241
- Au Medical Associates Employees' Money Purchase Pension Plan $24M · 335
- Au Medical Associates Employees' Money Purchase Pension Plan $23M · 323
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Daniel C. Halvorson Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Daniel C. Halvorson Money Purchase Pension Plan assets move in 2022? ▼
Where does Daniel C. Halvorson Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Daniel C. Halvorson Money Purchase Pension Plan? ▼
Next read for Daniel C. Halvorson Money Purchase Pensi…
2022 change
Ways to act on Daniel C. Halvorson Money Purchase Pension Plan's numbers.
- By total assets, Daniel C. Halvorson Money Purchase Pension 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 Georgia. Compare plans