Money Purchase · DOL Form 5500 · 2022

Hauser Agency Inc Money Purchase Plan

Data updated 2026-08-25

$688K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$343,921
Avg per participant High balance/head
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Official DOL plan name: Hauser Agency Inc. Money Purchase Plan · Sponsored by Hauser Agency Inc · Pennsylvania · Finance & Insurance

$688K in assets, 2 participants

Hauser Agency Inc's Hauser Agency Inc. Money Purchase Plan reported $688K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,265 in Finance & Insurance (9,261 peers)

Hauser Agency Inc multi-year trail

Hauser Agency Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Hauser Agency Inc. Money Purchase Plan at $688K / 2 participants.

#1,265
in Finance & Insurance (9,261 peers)
-2.5%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hauser Agency Inc. Money Purchase Plan among the smaller filed plans by assets

Hauser Agency Inc. Money Purchase Plan vs every filed plan by assets

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

$687,841 21st percentile higher than 21% 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

Hauser Agency Inc. Money Purchase 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. Hauser Agency Inc. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 251508505 · Hauser Agency Inc PY 2022 · Money Purchase

Hauser Agency Inc. Money Purchase Plan · $688K · 2 · 21st

  • 5500 $688K
  • ASSETS 2
  • PCT 21st
  • EIN Money Purchase
  • RANK near Pramod S Kulkarni Md Inc Profit Sharing Plan
  • PHOTO ind #1265

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hauser Agency Inc. Money Purchase Plan in the asset neighbourhood

Blaylock Originals Incorporated Restated Pension Plan and TrustBlaylock Originals Incorpora…$696KHauser Agency Inc. Money Purchase PlanHauser Agency Inc. Money Pur…$688KPramod S Kulkarni Md Inc Profit Sharing PlanPramod S Kulkarni Md Inc Pro…$690KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$690KRafael Carrillo Carambot Retirement Plan TrustRafael Carrillo Carambot Ret…$692K
End-of-year total assets ($M) among Hauser Agency Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Hauser Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All Hauser Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$905K 31.63870720122819% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.69M $0.91M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 2 $688K
2023 1 2 $776K
2024 1 2 $905K

Hauser Agency Inc filing trail (2022)

Total Assets (Beginning of Year)$706K
Net Assets (End of Year)$688K
Net Income-$18K
Employer EIN251508505
Plan Effective Date1988-02-24
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Hauser Agency Inc. Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50005001000 Total assets ($M) Participants Hauser Agency Inc. Money Purchase Plan, Total assets ($M): 0.687841 · Participants: 2Hauser Agency Inc. Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Hauser Agency Inc. Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Hauser Agency Inc. Money Purchase Plan side-by-side with 3 peers →

Hauser Agency Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Pramod S Kulkarni Md Inc Profit Sharing Plan in CA ($690K); 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 Hauser Agency Inc. Money Purchase Plan assets move in 2022? ▼
Hauser Agency Inc. Money Purchase Plan edged down modestly - down 2.5% during 2022, from $706K to $688K. Reported net income was -$18K.
How have Hauser Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hauser Agency Inc's sponsor-wide assets grew 31.6%, from $688K to $905K.
Where does Hauser Agency Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Hauser Agency Inc. Money Purchase Plan ranks in the 21st 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 Hauser Agency Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pramod S Kulkarni Md Inc Profit Sharing Plan in CA ($690K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Hauser Agency Inc. Money Purchase 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 251508505.

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.