Money Purchase · DOL Form 5500 · 2022

Joseph N Tseng Money Purchase Plan

Data updated 2026-08-25

$774K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$386,999
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joseph Tseng Self-Employed Money Purchase Fidelity Plan · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance

$774K in assets, 2 participants

Joseph N Tseng's Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported $774K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,790 in Healthcare & Social Assistance (20,060 peers)

Joseph N Tseng multi-year trail

Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Money Purchase Fidelity Plan at $774K / 2 participants.

#3,790
in Healthcare & Social Assistance (20,060 peers)
-34.9%
assets change YoY

The plan reported a net loss of $415K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joseph Tseng Self-Employed Money Purchase Fidelity Plan among the smaller filed plans by assets

Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs every filed plan by assets

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

$773,997 22nd percentile higher than 22% 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

Joseph Tseng Self-Employed Money Purchase Fidelity 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. Joseph Tseng Self-Employed Money Purchase Fidelity Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 382095879 · Joseph N Tseng PY 2022 · Money Purchase

Joseph Tseng Self-Employed Money Purchase Fidelity Plan · $774K · 2 · 22nd

  • PCT $774K
  • EIN 2
  • RANK 22nd
  • PHOTO Money Purchase
  • IND near Rexach & Pico, C.S.P. Retirement Plan
  • EOY ind #3790

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 Michigan →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan in the asset neighbourhood

Surendra S. Chawla Profit Sharing PlanSurendra S. Chawla Profit Sh…$776KJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$774KRexach & Pico, C.S.P. Retirement PlanRexach & Pico, C.S.P. Retire…$774KHerskovitz & Wynn Profit Sharing PlanHerskovitz & Wynn Profit Sha…$773KLewis Enterprises Inc. Money Purchase Pension Plan and TrustLewis Enterprises Inc. Money…$772K
End-of-year total assets ($M) among Joseph Tseng Self-Employed Money Purchase Fidelity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 3 $3M
2024 2 2 $4M

Joseph N Tseng filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$774K
Net Income-$415K
Employer EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Joseph Tseng Self-Employed Money Purchase Fidelity Plan, Total assets ($M): 0.773997 · Participants: 2Joseph Tseng Self-Employed Money Purchase Fidelity PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Money Purchase Fidelity Plan side-by-side with 3 peers →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Rexach & Pico, C.S.P. Retirement Plan in PR ($774K); 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 Joseph Tseng Self-Employed Money Purchase Fidelity Plan assets move in 2022? ▼
Joseph Tseng Self-Employed Money Purchase Fidelity Plan contracted severely - down 34.9% during 2022, from $1M to $774K. Reported net income was -$415K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Where does Joseph Tseng Self-Employed Money Purchase Fidelity Plan rank by assets among Form 5500 filers? ▼
Joseph Tseng Self-Employed Money Purchase Fidelity Plan ranks in the 22nd 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 Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rexach & Pico, C.S.P. Retirement Plan in PR ($774K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Joseph Tseng Self-Employed Money Purchase Fidelity 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 382095879.

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.