Money Purchase · DOL Form 5500 · 2022

Joseph N Tseng Money Purchase Plan

Data updated 2026-08-11

$774K
Total assets
2
Participants
22nd
Percentile by assets
$386,999
Avg per participant
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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.

  • 22nd percentile by assets (of 139,126 plans)
  • #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.

$774K
total plan assets (2022 EOY)
2
covered participants
22nd
percentile by assets (of 139,126 plans)
$386,999
avg assets per participant

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.

Where Joseph Tseng Self-Employed Money Purchase Fidelity Plan sits by total 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 $2,010,000,000 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

State
Michigan
Industry
Healthcare & Social Assistance

Joseph N Tseng across 3 plan years on file

Across the 3 plan years Joseph N Tseng has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $4M, a gain of 78.6%, while reported participants moved from 5 to 2 (-60.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($2M).

Joseph N Tseng multi-year asset trail

$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Total plan assets by year, all Joseph N Tseng plans on file
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 ($M) Participants Joseph Tseng Self-Em…, Total assets ($M): 0.773997 · Participants: 2Joseph Tseng Self-Em…Indiana/Kentucky/Ohi…, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohi…Michigan Regional Co…, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Co…Millwrights' Local 1…, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1…Operating Engineers'…, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers'…P & M Holding Group,…, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group,…
Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Money Purchas… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Joseph Tseng Self-Employed Money Purchase Fidelity Plan by total assets, not by location.

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).

Next read for Joseph Tseng Self-Employed Money Purchas…

Multi-year trail

Ways to act on Joseph Tseng Self-Employed Money Purchase Fidelity Plan's numbers.

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.