Money Purchase · DOL Form 5500 · 2022

Lung Rose Voss & Wagnild Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
35
Participants Small participant base
68th
Percentile by assets National rank
$335,318
Avg per participant High balance/head
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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.

  • #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.

#14,499
in Professional & Technical Services (21,562 peers)
-6.8%
assets change YoY

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 Money Purchase Pension Plan's outsized position by total assets

Lung Rose Voss & Wagnild Money Purchase Pension Plan vs every filed plan by assets

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

$11,736,139 Top 32% higher than 68% 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

Lung Rose Voss & Wagnild Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lung Rose Voss & Wagnild Money Purchase Pension Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 990243681 · Lung Rose Voss & Wagnild PY 2022 · Money Purchase

Lung Rose Voss & Wagnild Money Purchase Pension Plan · $12M · 35 · 68th

  • EIN $12M
  • RANK 35
  • PHOTO 68th
  • IND Money Purchase
  • EOY near Southern California University of Health Sciences Money Purchase Pension Plan
  • 5500 ind #14499

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 Professional & Technical Services retirement plans → · Plans in Hawaii →

Lung Rose Voss & Wagnild Money Purchase Pension Plan in the asset neighbourhood

World Education Services, Inc. 401(a) DC PlanWorld Education Services, In…$12MPlumbers & Steamfitters Local No 489 Annuity PlanPlumbers & Steamfitters Loca…$12MSouthern California University of Health Sciences Money Purchase Pension PlanSouthern California Universi…$12MLung Rose Voss & Wagnild Money Purchase Pension PlanLung Rose Voss & Wagnild Mon…$12MColorado Symphony Orchestra Money Purchase Pension PlanColorado Symphony Orchestra …$12M
End-of-year total assets ($M) among Lung Rose Voss & Wagnild Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Lung Rose Voss & Wagnild multi-year asset trail

Sponsor-wide plan assets over time

All Lung Rose Voss & Wagnild plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.42053787876916% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.7M $15.4M ▲ +31.3%
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 EIN990243681
Plan Effective Date1987-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Lung Rose Voss & Wagnild Money Purchase Pension Plan, Total assets ($M): 11.736139 · Participants: 35Lung Rose Voss & Wagnild Money Purchase Pension PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 492.473666 · Participants: 4036Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 301.758571 · Participants: 1479Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 276.950166 · Participants: 2896Hawaii Laborers' Annuity FundHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.54438 · Participants: 519Hawaii Sheet Metal Workers Annuity Profit SharingHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 103.788026 · Participants: 1292Hawaii Masons and Plasterers Annuity Plan
Lung Rose Voss & Wagnild Money Purchase Pension Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Lung Rose Voss & Wagnild Money Purchase Pension Plan side-by-side with 3 peers →

Lung Rose Voss & Wagnild Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Southern California University of Health Sciences Money Purchase Pension Plan in CA ($12M); by covered participants it is The Steamfitters Industry Fund Office Money Purchase Pension Plan in NY (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Lung Rose Voss & Wagnild Money Purchase Pension Plan assets move in 2022? ▼
Lung Rose Voss & Wagnild Money Purchase Pension Plan pulled back noticeably - down 6.8% during 2022, from $13M to $12M. Reported net income was -$860K.
How have Lung Rose Voss & Wagnild plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lung Rose Voss & Wagnild's sponsor-wide assets grew 31.4%, from $12M to $15M.
Which Money Purchase plans are similar in size to Lung Rose Voss & Wagnild Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Southern California University of Health Sciences Money Purchase Pension Plan in CA ($12M, 146 participants).
Which Money Purchase plans cover a similar participant headcount to Lung Rose Voss & Wagnild Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Steamfitters Industry Fund Office Money Purchase Pension Plan in NY (35 participants, $14M 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 990243681.

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.