Money Purchase · DOL Form 5500 · 2022

So Calif University of Health Sciences Money Purchase Plan

Data updated 2026-08-11

$12M
Total assets
146
Participants
68th
Percentile by assets
$80,546
Avg per participant
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Official DOL plan name: Southern California University of Health Sciences Money Purchase Pension Plan · Sponsored by So Calif University of Health Sciences · California · Educational Services

$12M in assets, 146 participants

So Calif University of Health Sciences's Southern California University of Health Sciences Money Purchase Pension Plan reported $12M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 139,126 plans)
  • #2,028 in Educational Services (4,024 peers)

Coverage in California

Southern California University of Health Sciences Money Purchase Pension Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $12M.

$12M
total plan assets (2022 EOY)
146
covered participants
68th
percentile by assets (of 139,126 plans)
$80,546
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.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Southern California University of Health Sciences Money Purchase Pension Plan reports 146 participants - about 23% of that state average ($12M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN950948050
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (So Calif University of Health Sciences)

$10M$12M$14M$16M 202220232024 $11.8M $15.5M ▲ +32.1%
Total plan assets by year, all So Calif University of Health Sciences plans on file
Year Plans Participants Total Assets
2022 1 146 $12M
2023 1 192 $13M
2024 1 238 $16M

Nearby Money Purchase Plans in California

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

Southern California University of Health Sciences Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Southern California University of Health Sciences 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 Southern California …The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Southern California University of Health Sciences Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Southern California University of Health Sciences Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Southern California University of Health Sciences Money Purchase Pension Plan assets move in 2022?
Southern California University of Health Sciences Money Purchase Pension Plan declined sharply - down 16.8% during 2022, from $14M to $12M. Reported net income was -$2M.
How have So Calif University of Health Sciences plan assets changed over time?
Across 3 plan years on file (2022-2024), So Calif University of Health Sciences's sponsor-wide assets grew 32.1%, from $12M to $16M.
Which Money Purchase plans are similar in size to Southern California University of Health Sciences Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local No 489 Annuity Plan in MD ($12M, 185 participants).

Next read for Southern California University of Health…

Filing takeaways

Ways to act on Southern California University of Health Sciences Money Purchase Pension Plan's numbers.

  • By total assets, Southern California University of Health Sciences Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • So Calif University of Health Sciences's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Educational Services plans