Money Purchase · DOL Form 5500 · 2022

Bewley, Lassleben & Miller, LLP Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
66th
Percentile by assets National rank
$430,856
Avg per participant High balance/head
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Official DOL plan name: Bewley, Lasslebn & Miller Money Purchase Pension Plan · Sponsored by Bewley, Lassleben & Miller, LLP · California · Professional & Technical Services

$11M in assets, 25 participants

Bewley, Lassleben & Miller, LLP's Bewley, Lasslebn & Miller Money Purchase Pension Plan reported $11M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,117 in Professional & Technical Services (21,562 peers)

Bewley, Lassleben & Miller, LLP multi-year trail

Bewley, Lassleben & Miller, LLP's plans moved +28.0% in assets from 2022 to 2024; this filing shows Bewley, Lasslebn & Miller Money Purchase Pension Plan at $11M / 25 participants.

#14,117
in Professional & Technical Services (21,562 peers)
-8.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bewley, Lasslebn & Miller Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bewley, Lasslebn & Miller Money Purchase Pension Plan vs every filed plan by assets

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

$10,771,396 Top 34% higher than 66% 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

Bewley, Lasslebn & Miller 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. Bewley, Lasslebn & Miller Money Purchase Pension Plan is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 952039611 · Bewley, Lassleben & Miller, LLP PY 2022 · Money Purchase

Bewley, Lasslebn & Miller Money Purchase Pension Plan · $11M · 25 · 66th

  • PCT $11M
  • PCT 25
  • PCT 66th
  • PCT Money Purchase
  • PCT near Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada
  • PCT ind #14117

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 →

Bewley, Lasslebn & Miller Money Purchase Pension Plan in the asset neighbourhood

Defenders of Wildlife Pension PlanDefenders of Wildlife Pensio…$11MStevens Community Medical Center Money Purchase Pension PlanStevens Community Medical Ce…$11MBewley, Lasslebn & Miller Money Purchase Pension PlanBewley, Lasslebn & Miller Mo…$11MPension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaPension Plan for the Clergym…$11MRetirement Plan of Richard King Mellon FoundationRetirement Plan of Richard K…$11M
End-of-year total assets ($M) among Bewley, Lasslebn & Miller Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Bewley, Lassleben & Miller, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bewley, Lassleben & Miller, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.98999312623916% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.8M $13.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 25 $11M
2023 1 29 $12M
2024 1 23 $14M

Bewley, Lassleben & Miller, LLP filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN952039611
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Bewley, Lasslebn & Miller Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bewley, Lasslebn & Miller Money Purchase Pension Plan, Total assets ($B): 0.010771396 · Participants: 25Bewley, Lasslebn & Miller 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
Bewley, Lasslebn & Miller Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bewley, Lasslebn & Miller Money Purchase Pension Plan side-by-side with 3 peers →

Bewley, Lasslebn & Miller Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada in PA ($11M); by covered participants it is Dermatology Clinic, P.a. Retirement Plan in KS (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Bewley, Lasslebn & Miller Money Purchase Pension Plan assets move in 2022? ▼
Bewley, Lasslebn & Miller Money Purchase Pension Plan pulled back noticeably - down 8.7% during 2022, from $12M to $11M. Reported net income was -$1M.
How have Bewley, Lassleben & Miller, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bewley, Lassleben & Miller, LLP's sponsor-wide assets grew 28.0%, from $11M to $14M.
Which Money Purchase plans are similar in size to Bewley, Lasslebn & Miller Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pension Plan for the Clergymen of the Serbian Othodox Church in the United States & Canada in PA ($11M, 105 participants).
Which Money Purchase plans cover a similar participant headcount to Bewley, Lasslebn & Miller Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Dermatology Clinic, P.a. Retirement Plan in KS (25 participants, $5M 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 952039611.

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.