Money Purchase · DOL Form 5500 · 2022

Hathaway Perrett Webster Powers & Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
2
Participants Small participant base
69th
Percentile by assets National rank
$6.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust · Sponsored by Hathaway Perrett Webster Powers & · California · Professional & Technical Services

$12M in assets, 2 participants

Hathaway Perrett Webster Powers &'s Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust reported $12M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,611 in Professional & Technical Services (21,562 peers)

2022 asset change

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust declined sharply 15.4% in 2022 ($14M → $12M) for 2 participants.

#14,611
in Professional & Technical Services (21,562 peers)
-15.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust's outsized position by total assets

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust vs every filed plan by assets

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

$12,021,639 Top 31% higher than 69% 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

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 952690180 · Hathaway Perrett Webster Powers & PY 2022 · Money Purchase

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust · $12M · 2 · 69th

  • VS-ST $12M
  • VS-ST 2
  • VS-ST 69th
  • VS-ST Money Purchase
  • VS-ST near Central Texas College Employees Supplemental Plan and Trust
  • VS-ST ind #14611

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 Professional & Technical Services retirement plans → · Plans in California →

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust in the asset neighbourhood

Educational Systems Federal Credit Union Money Purchase PlanEducational Systems Federal …$12MHawaii Insulators Pension PlanHawaii Insulators Pension Pl…$12MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$12MHathaway Perrett Webster Powers & Chrisman Money Purchase Pension TrustHathaway Perrett Webster Pow…$12MCentral Texas College Employees Supplemental Plan and TrustCentral Texas College Employ…$12M
End-of-year total assets ($M) among Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Hathaway Perrett Webster Powers & years around the 2022 move

Sponsor-wide plan assets over time

All Hathaway Perrett Webster Powers & plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $12M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $12M
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN952690180
Plan Effective Date1981-02-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust, Total assets ($B): 0.012021639 · Participants: 2Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension TrustThe 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
Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust vs. nearby Money Purchase plans in California, assets vs. participants
Compare Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust side-by-side with 3 peers →

Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Central Texas College Employees Supplemental Plan and Trust in TX ($12M); 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 Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust assets move in 2022? ▼
Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust declined sharply - down 15.4% during 2022, from $14M to $12M. Reported net income was -$2M.
Which Money Purchase plans are similar in size to Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Central Texas College Employees Supplemental Plan and Trust in TX ($12M, 1,017 participants).
Which Money Purchase plans cover a similar participant headcount to Hathaway Perrett Webster Powers & Chrisman Money Purchase Pension Trust? ▼
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 952690180.

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.