Money Purchase · DOL Form 5500 · 2022

Smith & Susson, LLP Money Purchase Plan

Q: How did Smith & Susson, LLP Money Purchase Pension Plan assets move in 2022?

Smith & Susson, LLP Money Purchase Pension Plan held essentially flat - up 0.2% during 2022, from $1K to $1K. Reported net income was $3.

Q: How have Smith & Susson, LLP plan assets changed over time?

Across 2 plan years on file (2022-2023), Smith & Susson, LLP's sponsor-wide assets grew 0.2%, from $1K to $1K.

Q: Where does Smith & Susson, LLP Money Purchase Pension Plan rank by assets among Form 5500 filers?

Smith & Susson, LLP Money Purchase Pension Plan ranks in the 0th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).

Q: Which Money Purchase plans are similar in size to Smith & Susson, LLP Money Purchase Pension Plan?

Among Money Purchase plans in other states, the closest by assets is Bruce K Brownstein Md Money Purchase Plan in PA ($2K, 1 participant).

Data updated 2026-08-25

$1K
Total assets Small plan by assets: N/A
Participants Small participant base: 0th
Percentile by assets National rank

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Official DOL plan name: Smith & Susson, LLP Money Purchase Pension Plan · Sponsored by Smith & Susson, LLP · California · Professional & Technical Services

$1K in assets, N/A participants

Smith & Susson, LLP's Smith & Susson, LLP Money Purchase Pension Plan reported $1K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.

#98 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Smith & Susson, LLP Money Purchase Pension Plan holds $1K for N/A participants, among the smaller plans by assets on file.

#98
in Professional & Technical Services (21,562 peers): +0.2%
assets growth YoY

Smith & Susson, LLP Money Purchase Pension Plan among the smaller filed plans by assets

Smith & Susson, LLP Money Purchase Pension Plan vs every filed plan by assets

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

$1,353 0th percentile higher than 0% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Plan-year Form 5500 strip

Filing strip 330815661 · Smith & Susson, LLP PY 2022 · Money Purchase

Smith & Susson, LLP Money Purchase Pension Plan · $1K · N/A · 0th

PART $1K
TYPE N/A
NET 0th
BOOK Money Purchase
VS-ST near Bruce K Brownstein Md Money Purchase Plan
BOY ind #98

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 →

End-of-year total assets ($M) among Smith & Susson, LLP Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)	$1K
Net Assets (End of Year)	$1K
Net Income	$3
Employer EIN	330815661
Plan Effective Date	1998-07-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Smith & Susson, LLP)

Latest sponsor-wide plan assets: $1K 0.22172949002217296% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1K
2023	1	N/A	$1K

Nearby Money Purchase Plans in California

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

Smith & Susson, LLP Money Purchase Pension 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

Compare Smith & Susson, LLP Money Purchase Pension Plan side-by-side with 3 peers →

Smith & Susson, LLP Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets

Outside California, the nearest Money Purchase by end-of-year assets is Bruce K Brownstein Md Money Purchase Plan in PA at $2K (this filing: $1K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1K here).

Bruce K Brownstein Md Money Purchase Plan (PA) $2K · 1
John W. Helms, D.D.S., P.C. Money Purchase Pension Plan (MT) $321 · N/A
Zimmermans Accounting Profit Sharing Plan & Pension Plan (MI) $2K · N/A
Mundie & Co Profit Sharing Plan (IL) $175 · 3

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 Smith & Susson, LLP Money Purchase Pension Plan assets move in 2022? ▼

Smith & Susson, LLP Money Purchase Pension Plan held essentially flat - up 0.2% during 2022, from $1K to $1K. Reported net income was $3.

How have Smith & Susson, LLP plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Smith & Susson, LLP's sponsor-wide assets grew 0.2%, from $1K to $1K.

Where does Smith & Susson, LLP Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼