Money Purchase · DOL Form 5500 · 2022

Bruce Hogan Money Purchase Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$489,694
Avg per participant High balance/head
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Official DOL plan name: Bruce Hogan Money Purchase Plan · Sponsored by Bruce Hogan · California · Professional & Technical Services

$979K in assets, 2 participants

Bruce Hogan's Bruce Hogan Money Purchase Plan reported $979K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,518 in Professional & Technical Services (21,562 peers)

Bruce Hogan multi-year trail

Bruce Hogan's plans moved +41.2% in assets from 2022 to 2024; this filing shows Bruce Hogan Money Purchase Plan at $979K / 2 participants.

#4,518
in Professional & Technical Services (21,562 peers)
-20.1%
assets change YoY

The plan reported a net loss of $247K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce Hogan Money Purchase Plan among the smaller filed plans by assets

Bruce Hogan Money Purchase Plan vs every filed plan by assets

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

$979,388 25th percentile higher than 25% 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

Bruce Hogan Money Purchase 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. Bruce Hogan Money Purchase Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 770091133 · Bruce Hogan PY 2022 · Money Purchase

Bruce Hogan Money Purchase Plan · $979K · 2 · 25th

  • PHOTO $979K
  • IND 2
  • EOY 25th
  • 5500 Money Purchase
  • ASSETS near Vaughn, Coast & Vaughn, Inc,. Pension Plan
  • PCT ind #4518

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 →

Bruce Hogan Money Purchase Plan in the asset neighbourhood

Bruce Hogan Money Purchase PlanBruce Hogan Money Purchase P…$979KVaughn, Coast & Vaughn, Inc,. Pension PlanVaughn, Coast & Vaughn, Inc,…$982KTeamsters Local 344 Officers, Business Agents & Employees Severance Pay PlanTeamsters Local 344 Officers…$976KSealift Shipyards Inc Money Purchase PlanSealift Shipyards Inc Money …$975KR.L. Zeigler Co., Inc. Money Purchase Pension PlanR.L. Zeigler Co., Inc. Money…$974K
End-of-year total assets ($M) among Bruce Hogan Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Bruce Hogan multi-year asset trail

Sponsor-wide plan assets over time

All Bruce Hogan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.215316658582786% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.83M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Bruce Hogan filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$979K
Net Income-$247K
Employer EIN770091133
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Bruce Hogan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bruce Hogan Money Purchase Plan, Total assets ($B): 0.000979388 · Participants: 2Bruce Hogan Money Purchase 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
Bruce Hogan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bruce Hogan Money Purchase Plan side-by-side with 3 peers →

Bruce Hogan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH ($982K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bruce Hogan Money Purchase Plan assets move in 2022? ▼
Bruce Hogan Money Purchase Plan declined sharply - down 20.1% during 2022, from $1M to $979K. Reported net income was -$247K.
How have Bruce Hogan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Hogan's sponsor-wide assets grew 41.2%, from $2M to $3M.
Where does Bruce Hogan Money Purchase Plan rank by assets among Form 5500 filers? ▼
Bruce Hogan Money Purchase Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Bruce Hogan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Vaughn, Coast & Vaughn, Inc,. Pension Plan in OH ($982K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Bruce Hogan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 770091133.

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.