Money Purchase · DOL Form 5500 · 2022
David Chapman Agency, Inc. Money Purchase Plan
Data updated 2026-08-11
- $11M
- Total assets
- 24
- Participants
- 67th
- Percentile by assets
- $468,500
- Avg per participant
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.
- 67th percentile by assets (of 139,126 plans)
- #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.
- $11M
- total plan assets (2022 EOY)
- 24
- covered participants
- 67th
- percentile by assets (of 139,126 plans)
- $468,500
- avg assets per participant
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, Inc. across 3 plan years on file
Across the 3 plan years David Chapman Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $13M, a gain of 14.0%, while reported participants moved from 24 to 26 (+8.3%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($11M).
David Chapman Agency, Inc. multi-year asset trail
| 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 EIN | 382102548 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING 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
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to David Chapman Agency Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
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Next read for David Chapman Agency Money Purchase Plan
Multi-year trail
Ways to act on David Chapman Agency Money Purchase Plan's numbers.
- By total assets, David Chapman Agency Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- David Chapman Agency, Inc.'s sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Finance & Insurance plans