Money Purchase · DOL Form 5500 · 2022
St Charles Mesa Water District Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $84,034
- Avg per participant Below avg balance/head
Official DOL plan name: St Charles Mesa Water District Money Purchase Plan and Trust · Sponsored by St Charles Mesa Water District · Colorado · Utilities
$1M in assets, 13 participants
St Charles Mesa Water District's St Charles Mesa Water District Money Purchase Plan and Trust reported $1M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #57 in Utilities (738 peers)
St Charles Mesa Water District multi-year trail
St Charles Mesa Water District's plans moved -21.4% in assets from 2022 to 2024; this filing shows St Charles Mesa Water District Money Purchase Plan and Trust at $1M / 13 participants.
- #57
- in Utilities (738 peers)
- -20.1%
- assets change YoY
The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St Charles Mesa Water District Money Purchase Plan and Trust among the smaller filed plans by assets
St Charles Mesa Water District Money Purchase Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,092,443 26th percentile higher than 26% 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
St Charles Mesa Water District Money Purchase Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Charles Mesa Water District Money Purchase Plan and Trust is a small filing (13 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 840530580 · St Charles Mesa Water District PY 2022 · Money Purchase
St Charles Mesa Water District Money Purchase Plan and Trust · $1M · 13 · 26th
- EBSA $1M
- PART 13
- TYPE 26th
- NET Money Purchase
- BOOK near Dennis S. Riff, M.D., Inc. Retirement Plan
- VS-ST ind #57
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 Utilities retirement plans → · Plans in Colorado →
St Charles Mesa Water District Money Purchase Plan and Trust in the asset neighbourhood
St Charles Mesa Water District multi-year asset trail
Sponsor-wide plan assets over time
All St Charles Mesa Water District plans reported in each filing year
- Latest sponsor-wide plan assets
- $858K 21.42116339250652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $1M |
| 2023 | 1 | 12 | $1M |
| 2024 | 1 | 11 | $858K |
St Charles Mesa Water District filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$274K |
| Employer EIN | 840530580 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Colorado
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Valley View Hospital Money Purchase Plan $46M · 1,198
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $18M · 90
- American Medical Response Hawaii Money Purchase Pension Plan $17M · 38
- San Luis Valley Health Money Purchase Plan $14M · 574
- Colorado Symphony Orchestra Money Purchase Pension Plan $12M · 80
St Charles Mesa Water District Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Colorado, the nearest Money Purchase by assets is Dennis S. Riff, M.D., Inc. Retirement Plan in CA ($1M); by covered participants it is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.