401(k) · DOL Form 5500 · 2022
Happy Money, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 395
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $34,970
- Avg per participant Low balance/head
Official DOL plan name: Happy Money 401(k) Plan · Sponsored by Happy Money, Inc. · California · Other Services
$14M in assets, 395 participants
Happy Money, Inc.'s Happy Money 401(k) Plan reported $14M in total assets and 395 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #7,006 in Other Services (8,398 peers)
Happy Money, Inc. multi-year trail
Happy Money, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Happy Money 401(k) Plan at $14M / 395 participants.
- #7,006
- in Other Services (8,398 peers)
- +22.7%
- assets growth YoY
Happy Money 401(k) Plan's outsized position by total assets
Happy Money 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,813,116 Top 29% higher than 71% 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
Happy Money 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Happy Money 401(k) Plan sits mid-pack in the medium band (395 participants).
Form 5500 schedule snapshot
Filing strip 264419538 · Happy Money, Inc. PY 2022 · 401(k)
Happy Money 401(k) Plan · $14M · 395 · 71st
- BOOK $14M
- BOOK 395
- BOOK 71st
- BOOK 401(k)
- BOOK near American Republican 401(k) Plan
- BOOK ind #7006
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 Other Services retirement plans → · Plans in California →
Happy Money 401(k) Plan in the asset neighbourhood
Happy Money, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Happy Money, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 23.300448646054953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $14M |
| 2023 | 1 | 459 | $16M |
| 2024 | 1 | 223 | $17M |
Happy Money, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 264419538 |
| Plan Effective Date | 2020-01-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Happy Money 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is American Republican 401(k) Plan in CT ($14M); by covered participants it is Mtc US Corp. 401(k) Plan in GA (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Mtc US Corp. 401(k) Plan (GA) 395 · 0 off
- Haydon Building Corp 401(k) Plan (AZ) 395 · 0 off
- The Haartz Corporation 401(k) and Profit Sharing Plan (MA) 395 · 0 off
- Retirement Savings Plan of Hoosier Energy Rec, Inc. (IN) 395 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.