Money Purchase · DOL Form 5500 · 2022
Amg & Associates, LLC Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 6
- Participants
- 26th
- Percentile by assets
- $185,800
- Avg per participant
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.
- 26th percentile by assets (of 139,126 plans)
- #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.
- $1M
- total plan assets (2022 EOY)
- 6
- covered participants
- 26th
- percentile by assets (of 139,126 plans)
- $185,800
- avg assets per participant
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.
Where Amg & Associates, LLC Rollover-Only Money Purchase Plan sits by total 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
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 across 3 plan years on file
Across the 3 plan years Amg & Associates, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $959K, a decline of 14.0%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2022 ($1M); trough: 2024 ($959K).
Amg & Associates, LLC multi-year asset trail
| 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 EIN | 954847273 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Amg & Associates, LLC Rollover-Only Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Amg & Associates, LLC Rollover-Only Money Purchase Plan assets move in 2022? ▼
How have Amg & Associates, LLC plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Amg & Associates, LLC Rollover-Only Money Purchase Plan? ▼
Next read for Amg & Associates, LLC Rollover-Only Mone…
Multi-year trail
Ways to act on Amg & Associates, LLC Rollover-Only Money Purchase Plan's numbers.
- By total assets, Amg & Associates, LLC Rollover-Only Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Amg & Associates, LLC's sponsor-wide assets have declined 14.0% since 2022 across 3 plan years on file. More Construction plans