Money Purchase · DOL Form 5500 · 2022
Daniel C. Halvorson Money Purchase Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 6th
- Percentile by assets National rank
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.
- #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.
- #1,135
- in Professional & Technical Services (21,562 peers)
- -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.
Daniel C. Halvorson Money Purchase Pension Plan among the smaller filed plans by assets
Daniel C. Halvorson Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$95,855 6th percentile higher than 6% 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 550790920 · Daniel C. Halvorson PY 2022 · Money Purchase
Daniel C. Halvorson Money Purchase Pension Plan · $96K · N/A · 6th
- 5500 $96K
- ASSETS N/A
- PCT 6th
- EIN Money Purchase
- RANK near La Victoria Foods - United Industrial Workers Pension Plan
- PHOTO ind #1135
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Daniel C. Halvorson Money Purchase Pension Plan in the asset neighbourhood
Daniel C. Halvorson years around the 2022 move
Sponsor-wide plan assets over time
All Daniel C. Halvorson plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Daniel C. Halvorson Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets
Outside Georgia, the nearest Money Purchase by end-of-year assets is La Victoria Foods - United Industrial Workers Pension Plan in CA at $98K (this filing: $96K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.