Money Purchase · DOL Form 5500 · 2022
Compass Family Services Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 92
- Participants
- 40th
- Percentile by assets
- $31,775
- Avg per participant
Official DOL plan name: Compass Family Services Retirement Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$3M in assets, 92 participants
Compass Family Services's Compass Family Services Retirement Plan reported $3M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 139,126 plans)
- #8,680 in Healthcare & Social Assistance (20,060 peers)
Compass Family Services multi-year trail
Compass Family Services's plans moved +63.6% in assets from 2022 to 2024; this filing shows Compass Family Services Retirement Plan at $3M / 92 participants.
- $3M
- total plan assets (2022 EOY)
- 92
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $31,775
- avg assets per participant
The plan reported a net loss of $449K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Compass Family Services across 3 plan years on file
Across the 3 plan years Compass Family Services has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 63.6%, while reported participants moved from 222 to 303 (+36.5%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).
Compass Family Services multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
Compass Family Services filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$449K |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Compass Family Services Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Compass Family Services Retirement Plan by total assets, not by location.
- Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan (AZ) $3M · 4
- Gustavo Antonio Hernandez Maldonado Retirement Plan (PR) $3M · 6
- Employee Benefits Plan of Whittier Street Health Center Committee, Inc. (MA) $3M · 290
- Stanton Video Services,Inc Employees' Money Purchase Plan (AZ) $3M · 3
Frequently Asked Questions
How did Compass Family Services Retirement Plan assets move in 2022? ▼
How have Compass Family Services plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Compass Family Services Retirement Plan? ▼
Next read for Compass Family Services Retirement Plan
Multi-year trail
Ways to act on Compass Family Services Retirement Plan's numbers.
- By total assets, Compass Family Services Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Compass Family Services's sponsor-wide assets have grown 63.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans