Money Purchase · DOL Form 5500 · 2022
Costell & Adelson Law Corporation Money Purchase Plan
Data updated 2026-08-25
- $74K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $73,747
- Avg per participant Below avg balance/head
Official DOL plan name: Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan · Sponsored by Costell & Adelson Law Corporation · California · Professional & Technical Services
$74K in assets, 1 participants
Costell & Adelson Law Corporation's Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan reported $74K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #924 in Professional & Technical Services (21,562 peers)
Costell & Adelson Law Corporation multi-year trail
Costell & Adelson Law Corporation's plans moved -98.9% in assets from 2022 to 2023; this filing shows Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan at $74K / 1 participant.
- #924
- in Professional & Technical Services (21,562 peers)
- +0.0%
- assets growth YoY
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan among the smaller filed plans by assets
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$73,747 5th percentile higher than 5% 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
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension 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. Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 954628027 · Costell & Adelson Law Corporation PY 2022 · Money Purchase
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan · $74K · 1 · 5th
- ASSETS $74K
- ASSETS 1
- ASSETS 5th
- ASSETS Money Purchase
- ASSETS near Ivan a. Ramirez Rodriguez Retirmerent Plan
- ASSETS ind #924
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 California →
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan in the asset neighbourhood
Costell & Adelson Law Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Costell & Adelson Law Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $12K 98.85039095705982% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3 | $1M |
| 2023 | 2 | 8 | $12K |
Costell & Adelson Law Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $74K |
|---|---|
| Net Assets (End of Year) | $74K |
| Employer EIN | 954628027 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ivan a. Ramirez Rodriguez Retirmerent Plan in PR ($75K); by covered participants it is Mc Connie Insurance Corp. Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mc Connie Insurance Corp. Retirement Plan (PR) 1 · 0 off
- Lmr Retirement Plan (PR) 1 · 0 off
- Green Wave LLC Retirement Plan (PR) 1 · 0 off
- Jar Retirement Plan (PR) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.