Money Purchase · DOL Form 5500 · 2022
Alex W. Tom Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 3
- Participants
- 37th
- Percentile by assets
- $836,394
- Avg per participant
Official DOL plan name: Money Purchase Plan · Sponsored by Alex W. Tom · California · Healthcare & Social Assistance
$3M in assets, 3 participants
Alex W. Tom's Money Purchase Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- 37th percentile by assets (of 139,126 plans)
- #7,962 in Healthcare & Social Assistance (20,060 peers)
Alex W. Tom multi-year trail
Alex W. Tom's plans moved +81.9% in assets from 2022 to 2024; this filing shows Money Purchase Plan at $3M / 3 participants.
- $3M
- total plan assets (2022 EOY)
- 3
- covered participants
- 37th
- percentile by assets (of 139,126 plans)
- $836,394
- avg assets per participant
The plan reported a net loss of $883K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alex W. Tom across 3 plan years on file
Across the 3 plan years Alex W. Tom has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $6M, a gain of 81.9%, while reported participants moved from 6 to 5 (-16.7%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($3M).
Alex W. Tom multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $3M |
| 2023 | 2 | 5 | $5M |
| 2024 | 2 | 5 | $6M |
Alex W. Tom filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$883K |
| Employer EIN | 770333145 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Money Purchase Plan assets move in 2022? ▼
How have Alex W. Tom plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Money Purchase Plan? ▼
Next read for Money Purchase Plan
Multi-year trail
Ways to act on Money Purchase Plan's numbers.
- By total assets, Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Alex W. Tom's sponsor-wide assets have grown 81.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans