Money Purchase · DOL Form 5500 · 2022
Lung Rose Voss & Wagnild Money Purchase Plan
Data updated 2026-08-11
- $12M
- Total assets
- 35
- Participants
- 68th
- Percentile by assets
- $335,318
- Avg per participant
Official DOL plan name: Lung Rose Voss & Wagnild Money Purchase Pension Plan · Sponsored by Lung Rose Voss & Wagnild · Hawaii · Professional & Technical Services
$12M in assets, 35 participants
Lung Rose Voss & Wagnild's Lung Rose Voss & Wagnild Money Purchase Pension Plan reported $12M in total assets and 35 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)
- #14,499 in Professional & Technical Services (21,562 peers)
Lung Rose Voss & Wagnild multi-year trail
Lung Rose Voss & Wagnild's plans moved +31.4% in assets from 2022 to 2024; this filing shows Lung Rose Voss & Wagnild Money Purchase Pension Plan at $12M / 35 participants.
- $12M
- total plan assets (2022 EOY)
- 35
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $335,318
- avg assets per participant
The plan reported a net loss of $860K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lung Rose Voss & Wagnild across 3 plan years on file
Across the 3 plan years Lung Rose Voss & Wagnild has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $15M, a gain of 31.4%, while reported participants moved from 35 to 40 (+14.3%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($12M).
Lung Rose Voss & Wagnild multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $12M |
| 2023 | 1 | 34 | $14M |
| 2024 | 1 | 40 | $15M |
Lung Rose Voss & Wagnild filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$860K |
| Employer EIN | 990243681 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lung Rose Voss & Wagnild Money Purchase Pension Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
- Hawaii Carpenters Financial Security Fund $492M · 4,036
- Pamcah-Ua Local 675 Annuity Plan $302M · 1,479
- Hawaii Laborers' Annuity Fund $277M · 2,896
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 519
- Hawaii Masons and Plasterers Annuity Plan $104M · 1,292
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lung Rose Voss & Wagnild Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Lung Rose Voss & Wagnild Money Purchase Pension Plan assets move in 2022? ▼
How have Lung Rose Voss & Wagnild plan assets changed over time? ▼
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Multi-year trail
Ways to act on Lung Rose Voss & Wagnild Money Purchase Pension Plan's numbers.
- By total assets, Lung Rose Voss & Wagnild 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 Hawaii. Compare plans
- Lung Rose Voss & Wagnild's sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans