Money Purchase · DOL Form 5500 · 2022

David Chapman Agency, Inc. Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
24
Participants Small participant base
67th
Percentile by assets National rank
$468,500
Avg per participant High balance/head
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Official DOL plan name: David Chapman Agency Money Purchase Plan · Sponsored by David Chapman Agency, Inc. · Michigan · Finance & Insurance

$11M in assets, 24 participants

David Chapman Agency, Inc.'s David Chapman Agency Money Purchase Plan reported $11M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,703 in Finance & Insurance (9,261 peers)

David Chapman Agency, Inc. multi-year trail

David Chapman Agency, Inc.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows David Chapman Agency Money Purchase Plan at $11M / 24 participants.

#4,703
in Finance & Insurance (9,261 peers)
-13.2%
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.

David Chapman Agency Money Purchase Plan's outsized position by total assets

David Chapman Agency Money Purchase Plan vs every filed plan by assets

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

$11,244,001 Top 33% higher than 67% 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

David Chapman Agency Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Chapman Agency Money Purchase Plan is a small filing (24 participants) on this national headcount ladder.

DOL schedule card

Filing strip 382102548 · David Chapman Agency, Inc. PY 2022 · Money Purchase

David Chapman Agency Money Purchase Plan · $11M · 24 · 67th

  • NET $11M
  • NET 24
  • NET 67th
  • NET Money Purchase
  • NET near Appalachian Regional Healthcare System Frozen Retirement Savings Plan
  • NET ind #4703

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 Finance & Insurance retirement plans → · Plans in Michigan →

David Chapman Agency Money Purchase Plan in the asset neighbourhood

Anderson Pacific Engineering Construction, Inc. Money Purchase Pension PlanAnderson Pacific Engineering…$11MLnl Money Purchase Plan$11MAppalachian Regional Healthcare System Frozen Retirement Savings PlanAppalachian Regional Healthc…$11MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$11MEarp Meat Company Inc Money Purchase Pension Plan and TrustEarp Meat Company Inc Money …$11M
End-of-year total assets ($M) among David Chapman Agency Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

David Chapman Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David Chapman Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.996610281340246% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.2M $12.8M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 24 $11M
2023 1 26 $12M
2024 1 26 $13M

David Chapman Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN382102548
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

David Chapman Agency Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants David Chapman Agency Money Purchase Plan, Total assets ($M): 11.244001 · Participants: 24David Chapman Agency Money Purchase PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
David Chapman Agency Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare David Chapman Agency Money Purchase Plan side-by-side with 3 peers →

David Chapman Agency Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Appalachian Regional Healthcare System Frozen Retirement Savings Plan in NC ($11M); by covered participants it is Meenan Oil Savings Plan for Employees Who Are Members of Local #469 in CT (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 David Chapman Agency Money Purchase Plan assets move in 2022? ▼
David Chapman Agency Money Purchase Plan pulled back noticeably - down 13.2% during 2022, from $13M to $11M. Reported net income was -$2M.
How have David Chapman Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Chapman Agency, Inc.'s sponsor-wide assets grew 14.0%, from $11M to $13M.
Which Money Purchase plans are similar in size to David Chapman Agency Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Appalachian Regional Healthcare System Frozen Retirement Savings Plan in NC ($11M, 267 participants).
Which Money Purchase plans cover a similar participant headcount to David Chapman Agency Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Meenan Oil Savings Plan for Employees Who Are Members of Local #469 in CT (24 participants, $3M 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 382102548.

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.