Money Purchase · DOL Form 5500 · 2022

Penvest Capital Management Inc Money Purchase Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$7,894
Avg per participant Low balance/head
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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.

  • #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.

#241
in Professional & Technical Services (21,562 peers)
-60.2%
assets change YoY

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.

Penvest Capital Management Inc Money Purchase Pension Plan among the smaller filed plans by assets

Penvest Capital Management Inc Money Purchase Pension Plan vs every filed plan by assets

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

$7,894 1st percentile higher than 1% 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

Penvest Capital Management Inc Money Purchase Pension 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. Penvest Capital Management Inc Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 954193764 · Penvest Capital Management Inc PY 2022 · Money Purchase

Penvest Capital Management Inc Money Purchase Pension Plan · $8K · 1 · 1st

  • VS-ST $8K
  • BOY 1
  • SCH 1st
  • EBSA Money Purchase
  • PART near Carlos Caceres Roure, Md Retirement Plan
  • TYPE ind #241

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 →

Penvest Capital Management Inc Money Purchase Pension Plan in the asset neighbourhood

Penvest Capital Management Inc Money Purchase Pension PlanPenvest Capital Management I…$8KCarlos Caceres Roure, Md Retirement PlanCarlos Caceres Roure, Md Ret…$7KKaren M Burns - Books and People Mp KeoughKaren M Burns - Books and Pe…$10KDrs. Capobianco and Stadelmann Inc. Pension Plan and TrustDrs. Capobianco and Stadelma…$6KLuis Lajara Borelli Target Benefit Pension PlanLuis Lajara Borelli Target B…$11K
End-of-year total assets ($M) among Penvest Capital Management Inc Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$20K
Net Assets (End of Year)$8K
Net Income-$12K
Employer EIN954193764
Plan Effective Date1993-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Penvest Capital Management Inc Money Purchase Pension Plan, Total assets ($B): 0.000007894 · Participants: 1Penvest Capital Management Inc Money Purchase Pension 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
Penvest Capital Management Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Penvest Capital Management Inc Money Purchase Pension Plan side-by-side with 3 peers →

Penvest Capital Management Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Carlos Caceres Roure, Md Retirement Plan in PR ($7K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Penvest Capital Management Inc Money Purchase Pension Plan assets move in 2022? ▼
Penvest Capital Management Inc Money Purchase Pension Plan contracted severely - down 60.2% during 2022, from $20K to $8K. Reported net income was -$12K.
Where does Penvest Capital Management Inc Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Penvest Capital Management Inc Money Purchase Pension Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Penvest Capital Management Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Carlos Caceres Roure, Md Retirement Plan in PR ($7K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Penvest Capital Management Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant, $709K 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 954193764.

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.