Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Southern California University of Health Sciences Money Purchase Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by So Calif University of Health Sciences Β· California Β· Educational Services

What the 2023 filing shows

Southern California University of Health Sciences Money Purchase Pension Plan holds $12M for 146 participants - about $80,546 per participant, down 16.8% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
146
covered participants
$80,546
avg assets per participant
-16.8%
assets change YoY

The plan reported a net loss of $2M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$12M
Participants
146
State
Industry
Educational Services

What the Filing Says About Southern California University of Health Sciences Money Purchase Pension Plan

Southern California University of Health Sciences Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by So Calif University of Health Sciences, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 146 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 950948050, and the plan has been effective since 1974-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end β€” a decline of 16.8%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,376,272 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-2,376,272
Plan TypeMoney Purchase
Employer EIN950948050
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (So Calif University of Health Sciences)

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 β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southern California University of Health Sciences Money Purchase Pension Plan?
As of the 2022 Form 5500 filing, Southern California University of Health Sciences Money Purchase Pension Plan holds $12M in total assets with 146 participants. It is sponsored by So Calif University of Health Sciences.
What type of plan is Southern California University of Health Sciences Money Purchase Pension Plan?
Southern California University of Health Sciences Money Purchase Pension Plan is a Money Purchase plan. It has been effective since 1974-07-01. The plan is filed with the U.S. Department of Labor under EIN 950948050.
Who sponsors the Southern California University of Health Sciences Money Purchase Pension Plan?
Southern California University of Health Sciences Money Purchase Pension Plan is sponsored by So Calif University of Health Sciences, located in California. The sponsor's EIN is 950948050 and the plan operates in the Educational Services industry.
How did Southern California University of Health Sciences Money Purchase Pension Plan perform in 2022?
Southern California University of Health Sciences Money Purchase Pension Plan declined by 16.8% during 2022, moving from $14M to $12M in total assets. Net income was $-2,376,272.
Where can I find official filings for Southern California University of Health Sciences Money Purchase Pension Plan?
Official Form 5500 filings for Southern California University of Health Sciences Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 950948050 or plan name at efast.dol.gov.
How does Southern California University of Health Sciences Money Purchase Pension Plan compare to other plans?
You can compare Southern California University of Health Sciences Money Purchase Pension Plan against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 950948050.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.