MONEY PURCHASE 401 A PLAN TYPE PENSION
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OAKLAND UNIVERSITY CHAPTER, AMERICAN ASSOC OF UNIVERSITY PROF
This Money Purchase plan holds $463K in total assets and serves 1 participants as of 2022. It is sponsored by OAKLAND UNIVERSITY CHAPTER, AMERICAN ASSOC OF UNIVERSITY PROF in Michigan. The plan reported positive net income of $66K for the year.
What the Filing Says About MONEY PURCHASE 401 A PLAN TYPE PENSION
MONEY PURCHASE 401 A PLAN TYPE PENSION is a Money Purchase retirement plan sponsored by OAKLAND UNIVERSITY CHAPTER, AMERICAN ASSOC OF UNIVERSITY PROF, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $463K in total end-of-year assets and covers 1 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 382006471, and the plan has been effective since 1999-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $397K at the beginning of 2022 to $463K at year-end — a gain of 16.8%. Net assets (after liabilities) closed the year at $463K, with reported net income of $66K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $397K |
| Total Assets (End of Year) | $463K |
| Net Assets (End of Year) | $463K |
| Net Income | $66K |
| Plan Type | Money Purchase |
| Employer EIN | 382006471 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND $500M · 17,454
- MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND $306M · 2,267
- OPERATING ENGINEERS' LOCAL 324, DEFINED CONTRIBUTION PENSION PLAN $237M · 7,464
- P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN $226M · 1,081
- IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND $130M · 1,209
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Frequently Asked Questions
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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 382006471.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.