Money Purchase · DOL Form 5500 · 2022
Robert N. Valentine, Inc. Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 3
- Participants
- 31st
- Percentile by assets
- $563,760
- Avg per participant
Official DOL plan name: Robert N. Valentine, Inc. Money Purchase Pension Plan · Sponsored by Robert N. Valentine, Inc. · California · Professional & Technical Services
$2M in assets, 3 participants
Robert N. Valentine, Inc.'s Robert N. Valentine, Inc. Money Purchase Pension Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- 31st percentile by assets (of 139,126 plans)
- #5,977 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Robert N. Valentine, Inc. Money Purchase Pension Plan holds $2M for 3 participants - about $563,760 per participant, in the lower half of filed plans by assets.
- $2M
- total plan assets (2022 EOY)
- 3
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $563,760
- avg assets per participant
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Robert N. Valentine, Inc. Money Purchase Pension Plan sits by total assets
Robert N. Valentine, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,691,279 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Money Purchase filing for Robert N. Valentine, Inc. Money Purchase Pension Plan
Money Purchase filing for plan year 2022: EIN 680088760 ; effective since 1986-02-11 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$4K |
| Employer EIN | 680088760 |
| Plan Effective Date | 1986-02-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert N. Valentine, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robert N. Valentine, Inc. Money Purchase Pension 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 Robert N. Valentine, Inc. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Robert N. Valentine, Inc. Money Purchase Pension Plan assets move in 2022? ▼
How have Robert N. Valentine, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Robert N. Valentine, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Robert N. Valentine, Inc. Money Purchase Pension 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
- Robert N. Valentine, Inc.'s sponsor-wide assets have grown 6.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans