Money Purchase · DOL Form 5500 · 2022
The Ziba Group Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $3.1M
- Avg per participant High balance/head
Official DOL plan name: The Ziba Group Money Purchase Plan · Sponsored by The Ziba Group · California · Professional & Technical Services
$6M in assets, 2 participants
The Ziba Group's The Ziba Group Money Purchase Plan reported $6M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #11,409 in Professional & Technical Services (21,562 peers)
2022 asset change
The Ziba Group Money Purchase Plan declined sharply 18.8% in 2022 ($8M → $6M) for 2 participants.
- #11,409
- in Professional & Technical Services (21,562 peers)
- -18.8%
- 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.
The Ziba Group Money Purchase Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Ziba Group Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,151,414 Top 45% higher than 55% 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
The Ziba Group Money Purchase Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ziba Group Money Purchase Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 943330194 · The Ziba Group PY 2022 · Money Purchase
The Ziba Group Money Purchase Plan · $6M · 2 · 55th
- RANK $6M
- PHOTO 2
- IND 55th
- EOY Money Purchase
- 5500 near Star's Edge, Inc. Money Purchase Plan
- ASSETS ind #11409
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 →
The Ziba Group Money Purchase Plan in the asset neighbourhood
The Ziba Group years around the 2022 move
Sponsor-wide plan assets over time
All The Ziba Group plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $6M |
| 2023 | 2 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 943330194 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
The Ziba Group Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Star's Edge, Inc. Money Purchase Plan in FL ($6M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
- Einhorn Associates, Inc Retirement Plan (WI) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.