Money Purchase · DOL Form 5500 · 2022

Costell & Adelson Law Corporation Money Purchase Plan

Data updated 2026-08-11

$74K
Total assets
1
Participants
5th
Percentile by assets
$73,747
Avg per participant
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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.

  • 5th percentile by assets (of 139,126 plans)
  • #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.

$74K
total plan assets (2022 EOY)
1
covered participants
5th
percentile by assets (of 139,126 plans)
$73,747
avg assets per participant

Where Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan sits by total 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

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Costell & Adelson Law Corporation across 2 plan years on file

Across the 2 plan years Costell & Adelson Law Corporation has on file (2022-2023), sponsor-wide plan assets have moved from $1M to $12K, a decline of 98.9%, while reported participants moved from 3 to 8 (+166.7%).

Costell & Adelson Law Corporation multi-year asset trail

$-0.5M$0M$0.5M$1M$1.5M 20222023 $1.04M $0.01M ▼ -99.0%
Total plan assets by year, all Costell & Adelson Law Corporation plans on file
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 EIN954628027
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Costell & Adelson La…, Total assets ($B): 0.000073747 · Participants: 1Costell & Adelson La…The Permanente Contr…, Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contr…Kaiser Permanente Su…, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Su…University of Southe…, Total assets ($B): 3.768465559 · Participants: 20087University of Southe…Carpenters Annuity T…, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity T…Directors Guild of A…, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of A…
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Costell & Adelson Law Corporation Fbo Je… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan assets move in 2022? ▼
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan held essentially flat - up 0.0% during 2022, from $74K to $74K.
How have Costell & Adelson Law Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Costell & Adelson Law Corporation's sponsor-wide assets declined 98.9%, from $1M to $12K.
Where does Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ivan a. Ramirez Rodriguez Retirmerent Plan in PR ($75K, 1 participant).

Next read for Costell & Adelson Law Corporation Fbo Je…

Multi-year trail

Ways to act on Costell & Adelson Law Corporation Fbo Jeff Costell Money Purchase Pension Plan's numbers.

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 954628027.

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.