Money Purchase · DOL Form 5500 · 2022
So Calif University of Health Sciences Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $80,546
- Avg per participant Below avg balance/head
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.
- #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.
- #2,028
- in Educational Services (4,024 peers)
- -16.8%
- 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.
Southern California University of Health Sciences Money Purchase Pension Plan's outsized position by total assets
Southern California University of Health Sciences Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,759,644 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern California University of Health Sciences Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern California University of Health Sciences Money Purchase Pension Plan sits mid-pack in the medium band (146 participants).
DOL schedule card
Filing strip 950948050 · So Calif University of Health Sciences PY 2022 · Money Purchase
Southern California University of Health Sciences Money Purchase Pension Plan · $12M · 146 · 68th
- EBSA $12M
- PART 146
- TYPE 68th
- NET Money Purchase
- BOOK near Plumbers & Steamfitters Local No 489 Annuity Plan
- VS-ST ind #2028
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 Educational Services retirement plans → · Plans in California →
Southern California University of Health Sciences Money Purchase Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 950948050 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (So Calif University of Health Sciences)
Sponsor-wide plan assets over time
All So Calif University of Health Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.10266399220929% vs 2022
- 2024 filing year
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Southern California University of Health Sciences Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Plumbers & Steamfitters Local No 489 Annuity Plan in MD ($12M); by covered participants it is Educational Systems Federal Credit Union Money Purchase Plan in MD (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.