Money Purchase · DOL Form 5500 · 2022

Compass Family Services Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
92
Participants Small participant base
40th
Percentile by assets National rank
$31,775
Avg per participant Low balance/head
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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.

  • #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.

#8,680
in Healthcare & Social Assistance (20,060 peers)
-13.3%
assets change YoY

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 Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Compass Family Services Retirement Plan vs every filed plan by assets

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

$2,923,288 40th percentile higher than 40% 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

Compass Family Services Retirement 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. Compass Family Services Retirement Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 941156622 · Compass Family Services PY 2022 · Money Purchase

Compass Family Services Retirement Plan · $3M · 92 · 40th

  • EIN $3M
  • EIN 92
  • EIN 40th
  • EIN Money Purchase
  • EIN near Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan
  • EIN ind #8680

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Compass Family Services Retirement Plan in the asset neighbourhood

Stanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$3MGustavo Antonio Hernandez Maldonado Retirement PlanGustavo Antonio Hernandez Ma…$3MEmployee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3MCompass Family Services Retirement PlanCompass Family Services Reti…$3MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$3M
End-of-year total assets ($M) among Compass Family Services Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Compass Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Compass Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 63.59615179832257% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.76M $9.42M ▲ +63.5%
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 EIN941156622
Plan Effective Date1980-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Compass Family Services Retirement Plan, Total assets ($B): 0.002923288 · Participants: 92Compass Family Services Retirement 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
Compass Family Services Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Compass Family Services Retirement Plan side-by-side with 3 peers →

Compass Family Services Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($3M); by covered participants it is Defenders of Wildlife Pension Plan in DC (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Compass Family Services Retirement Plan assets move in 2022? ▼
Compass Family Services Retirement Plan pulled back noticeably - down 13.3% during 2022, from $3M to $3M. Reported net income was -$449K.
How have Compass Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Compass Family Services's sponsor-wide assets grew 63.6%, from $6M to $9M.
Which Money Purchase plans are similar in size to Compass Family Services Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in AZ ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Compass Family Services Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Defenders of Wildlife Pension Plan in DC (92 participants, $11M 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 941156622.

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.