Money Purchase · DOL Form 5500 · 2022

SOURCEWISE Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
54
Participants Small participant base
37th
Percentile by assets National rank
$46,460
Avg per participant Low balance/head
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Official DOL plan name: Sourcewise Money Purchase Pension Plan · Sponsored by SOURCEWISE · California · Other Services

$3M in assets, 54 participants

SOURCEWISE's Sourcewise Money Purchase Pension Plan reported $3M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #5,010 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Sourcewise Money Purchase Pension Plan ranks #5,010 of 8,398 2022 filers by assets (800% of the sector average)-$3M for 54 participants.

#5,010
in Other Services (8,398 peers)
-15.4%
assets change YoY

The plan reported a net loss of $457K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sourcewise Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers

Sourcewise Money Purchase Pension Plan vs every filed plan by assets

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

$2,508,833 37th percentile higher than 37% 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

Sourcewise 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. Sourcewise Money Purchase Pension Plan is a small filing (54 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942256503 · SOURCEWISE PY 2022 · Money Purchase

Sourcewise Money Purchase Pension Plan · $3M · 54 · 37th

  • RANK $3M
  • RANK 54
  • RANK 37th
  • RANK Money Purchase
  • RANK near Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan
  • RANK ind #5010

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 Other Services retirement plans → · Plans in California →

Sourcewise Money Purchase Pension Plan in the asset neighbourhood

Charles County School Bus Contractors Assoc. Retirement PlanCharles County School Bus Co…$3MSourcewise Money Purchase Pension PlanSourcewise Money Purchase Pe…$3MSwartz Taliaferro Swartz and Goodove PC Money Purchase Pension PlanSwartz Taliaferro Swartz and…$3MWi Psychiatric Services Ltd Money Purchase Pension PlanWi Psychiatric Services Ltd …$3MDouglas a Hock Dd Ms PC Money Purchase PlanDouglas a Hock Dd Ms PC Mone…$3M
End-of-year total assets ($M) among Sourcewise Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$457K
Employer EIN942256503
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEWISE)

Sponsor-wide plan assets over time

All SOURCEWISE plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.33140826830642% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.51M $3.62M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 54 $3M
2023 1 66 $3M
2024 1 76 $4M

Nearby Money Purchase Plans in California

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

Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sourcewise Money Purchase Pension Plan, Total assets ($B): 0.002508833 · Participants: 54Sourcewise Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sourcewise Money Purchase Pension Plan side-by-side with 3 peers →

Sourcewise Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in VA ($3M); by covered participants it is Cook Chevrolet Buick, Inc. Retirement 401(k) in MI (54 participants). Same-state nearby plans are listed separately above.

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 Sourcewise Money Purchase Pension Plan assets move in 2022? ▼
Sourcewise Money Purchase Pension Plan declined sharply - down 15.4% during 2022, from $3M to $3M. Reported net income was -$457K.
How have SOURCEWISE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEWISE's sponsor-wide assets grew 44.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Swartz Taliaferro Swartz and Goodove PC Money Purchase Pension Plan in VA ($3M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Cook Chevrolet Buick, Inc. Retirement 401(k) in MI (54 participants, N/A 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 942256503.

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.