Money Purchase · DOL Form 5500 · 2022
Penvest Capital Management Inc Money Purchase Plan
Data updated 2026-08-11
- $8K
- Total assets
- 1
- Participants
- 1st
- Percentile by assets
- $7,894
- Avg per participant
Official DOL plan name: Penvest Capital Management Inc Money Purchase Pension Plan · Sponsored by Penvest Capital Management Inc · California · Professional & Technical Services
$8K in assets, 1 participants
Penvest Capital Management Inc's Penvest Capital Management Inc Money Purchase Pension Plan reported $8K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- 1st percentile by assets (of 139,126 plans)
- #241 in Professional & Technical Services (21,562 peers)
2022 asset change
Penvest Capital Management Inc Money Purchase Pension Plan contracted severely 60.2% in 2022 ($20K → $8K) for 1 participant.
- $8K
- total plan assets (2022 EOY)
- 1
- covered participants
- 1st
- percentile by assets (of 139,126 plans)
- $7,894
- avg assets per participant
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Penvest Capital Management Inc Money Purchase Pension Plan
Year over year, total assets contracted severely from $20K at the start of 2022 to $8K at year-end (down 60.2%). Net assets closed at $8K; reported net income -$12K.
2022 asset-move particulars
| Total Assets (Beginning of Year) | $20K |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$12K |
| Employer EIN | 954193764 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Penvest Capital Management 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 Penvest Capital Management Inc Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Penvest Capital Management Inc Money Purchase Pension Plan assets move in 2022? ▼
Where does Penvest Capital Management Inc Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Penvest Capital Management Inc Money Purchase Pension Plan? ▼
Next read for Penvest Capital Management Inc Money Pur…
2022 change
Ways to act on Penvest Capital Management Inc Money Purchase Pension Plan's numbers.
- By total assets, Penvest Capital Management Inc Money Purchase Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans