Money Purchase · DOL Form 5500 · 2022

Amg & Associates, LLC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$185,800
Avg per participant Above avg balance/head
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Official DOL plan name: Amg & Associates, LLC Rollover-Only Money Purchase Plan · Sponsored by Amg & Associates, LLC · California · Construction

$1M in assets, 6 participants

Amg & Associates, LLC's Amg & Associates, LLC Rollover-Only Money Purchase Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,306 in Construction (9,927 peers)

Amg & Associates, LLC multi-year trail

Amg & Associates, LLC's plans moved -14.0% in assets from 2022 to 2024; this filing shows Amg & Associates, LLC Rollover-Only Money Purchase Plan at $1M / 6 participants.

#2,306
in Construction (9,927 peers)
-7.4%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amg & Associates, LLC Rollover-Only Money Purchase Plan among the smaller filed plans by assets

Amg & Associates, LLC Rollover-Only Money Purchase Plan vs every filed plan by assets

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

$1,114,801 26th percentile higher than 26% 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

Amg & Associates, LLC Rollover-Only Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amg & Associates, LLC Rollover-Only Money Purchase Plan is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 954847273 · Amg & Associates, LLC PY 2022 · Money Purchase

Amg & Associates, LLC Rollover-Only Money Purchase Plan · $1M · 6 · 26th

  • PCT $1M
  • PCT 6
  • PCT 26th
  • PCT Money Purchase
  • PCT near James P Adcox
  • PCT ind #2306

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 Construction retirement plans → · Plans in California →

Amg & Associates, LLC Rollover-Only Money Purchase Plan in the asset neighbourhood

James P Adcox$1MMccormick Kennedy & Robinson PC Employee Profit Sharing PlanMccormick Kennedy & Robinson…$1MKenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MFlach Brothers Masonry Inc. Pension PlanFlach Brothers Masonry Inc. …$1MAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1M
End-of-year total assets ($M) among Amg & Associates, LLC Rollover-Only Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Amg & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Amg & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$959K 13.990748124553171% vs 2022
2024 filing year
$0.9M$0.95M$1M$1.05M$1.1M$1.15M 202220232024 $1.11M $0.96M ▼ -13.5%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $959K

Amg & Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$89K
Employer EIN954847273
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Amg & Associates, LLC Rollover-Only Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Amg & Associates, LLC Rollover-Only Money Purchase Plan, Total assets ($B): 0.001114801 · Participants: 6Amg & Associates, LLC Rollover-Only Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Amg & Associates, LLC Rollover-Only Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Amg & Associates, LLC Rollover-Only Money Purchase Plan side-by-side with 3 peers →

Amg & Associates, LLC Rollover-Only Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is James P Adcox in TX ($1M); by covered participants it is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Amg & Associates, LLC Rollover-Only Money Purchase Plan assets move in 2022? ▼
Amg & Associates, LLC Rollover-Only Money Purchase Plan pulled back noticeably - down 7.4% during 2022, from $1M to $1M. Reported net income was -$89K.
How have Amg & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amg & Associates, LLC's sponsor-wide assets declined 14.0%, from $1M to $959K.
Which Money Purchase plans are similar in size to Amg & Associates, LLC Rollover-Only Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is James P Adcox in TX ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Amg & Associates, LLC Rollover-Only Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Thomas D Sharp Dmd Money Purchase Plan in AL (6 participants, N/A 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 954847273.

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.