Money Purchase · DOL Form 5500 · 2022

Alex W. Tom Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$836,394
Avg per participant High balance/head
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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.

  • #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.

#7,962
in Healthcare & Social Assistance (20,060 peers)
-26.0%
assets change YoY

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.

Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Plan vs every filed plan by assets

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

$2,509,183 37th percentile higher than 37% 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

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. Money Purchase Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 770333145 · Alex W. Tom PY 2022 · Money Purchase

Money Purchase Plan · $3M · 3 · 37th

  • IND $3M
  • IND 3
  • IND 37th
  • IND Money Purchase
  • IND near Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan
  • IND ind #7962

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 California →

Money Purchase Plan in the asset neighbourhood

Charles County School Bus Contractors Assoc. Retirement PlanCharles County School Bus Co…$3MMoney Purchase Plan$3MSwartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanSwartz Taliaferro Swartz and…$3MWi Psychiatric Services Ltd Money Purchase Pension PlanWi Psychiatric Services Ltd …$3MDouglas a Hock Dd Ms PC Money Purchase PlanDouglas a Hock Dd Ms PC Mone…$3M
End-of-year total assets ($M) among Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Alex W. Tom multi-year asset trail

Sponsor-wide plan assets over time

All Alex W. Tom plans reported in each filing year

Latest sponsor-wide plan assets
$6M 81.86634493734293% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.49M $6.35M ▲ +81.9%
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 EIN770333145
Plan Effective Date1999-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Money Purchase Plan, Total assets ($B): 0.002509183 · Participants: 3Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Money Purchase Plan side-by-side with 3 peers →

Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in VA ($3M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Money Purchase Plan assets move in 2022? ▼
Money Purchase Plan declined sharply - down 26.0% during 2022, from $3M to $3M. Reported net income was -$883K.
How have Alex W. Tom plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex W. Tom's sponsor-wide assets grew 81.9%, from $3M to $6M.
Which Money Purchase plans are similar in size to Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in VA ($3M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 770333145.

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.