Money Purchase · DOL Form 5500 · 2023

Henney Wealth Management, Inc. Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$186K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$92,969
Avg per participant Below avg balance/head
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Official DOL plan name: Henney Wealth Management, Inc. Money Purchase Plan · Sponsored by Henney Wealth Management, Inc. Money Purchase Plan · California · Finance & Insurance

$186K in assets, 2 participants

Henney Wealth Management, Inc. Money Purchase Plan's Henney Wealth Management, Inc. Money Purchase Plan reported $186K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #529 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Henney Wealth Management, Inc. Money Purchase Plan holds $186K for 2 participants - about $92,969 per participant, among the smaller plans by assets on file.

#529
in Finance & Insurance (8,869 peers)
+5.2%
assets growth YoY

Henney Wealth Management, Inc. Money Purchase Plan among the smaller filed plans by assets

Henney Wealth Management, Inc. Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$185,937 10th percentile higher than 10% of 127,068 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 2023

Henney Wealth Management, Inc. Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henney Wealth Management, Inc. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henney Wealth Management, Inc. Money Purchase Plan reported net income rose from -$45K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Henney Wealth Management, Inc. Money Purchase Plan end-of-year assets rose from $177K in the plan year 2022 filing to $186K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273129399 · Henney Wealth Management, Inc. Money Purchase Plan PY 2023 · Money Purchase

Henney Wealth Management, Inc. Money Purchase Plan · $186K · 2 · 10th

  • PCT $186K
  • EIN 2
  • RANK 10th
  • PHOTO Money Purchase
  • IND near Lozada Amill Retirement Plan
  • EOY ind #529

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 Finance & Insurance retirement plans → · Plans in California →

Henney Wealth Management, Inc. Money Purchase Plan in the asset neighbourhood

Henney Wealth Management, Inc. Money Purchase PlanHenney Wealth Management, In…$186KLozada Amill Retirement Plan$187KCentro De Medicina De Familia De Las Piedras, Psc.Centro De Medicina De Famili…$189KM. B. & Edna Zale Foundation Retirement PlanM. B. & Edna Zale Foundation…$184KHeat and Frost Insulators Local 47 Retirement Savings PlanHeat and Frost Insulators Lo…$181K
End-of-year total assets ($M) among Henney Wealth Management, Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$177K
Net Assets (End of Year)$186K
Net Income$9K
Employer EIN273129399
Plan Effective Date1996-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Henney Wealth Management, Inc. Money Purchase Plan)

Sponsor-wide plan assets over time

All Henney Wealth Management, Inc. Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$454K 8.394218070347618% vs 2022
2024 filing year
$0.44M$0.46M$0.48M$0.5M$0.52M 202220232024 $0.5M $0.45M ▼ -10.0%
Year Plans Participants Total Assets
2022 2 4 $495K
2023 2 4 $507K
2024 2 4 $454K

Nearby Money Purchase Plans in California

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

Henney Wealth Management, Inc. Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Henney Wealth Management, Inc. Money Purchase Plan, Total assets ($B): 0.000185937 · Participants: 2Henney Wealth Management, Inc. Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Henney Wealth Management, Inc. Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Henney Wealth Management, Inc. Money Purchase Plan side-by-side with 3 peers →

Henney Wealth Management, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Lozada Amill Retirement Plan in PR ($187K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henney Wealth Management, Inc. Money Purchase Plan assets move in 2023? ▼
Henney Wealth Management, Inc. Money Purchase Plan grew at a solid clip - up 5.2% during 2023, from $177K to $186K. Reported net income was $9K.
How have Henney Wealth Management, Inc. Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henney Wealth Management, Inc. Money Purchase Plan's sponsor-wide assets declined 8.4%, from $495K to $454K.
Where does Henney Wealth Management, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Henney Wealth Management, Inc. Money Purchase Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Henney Wealth Management, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lozada Amill Retirement Plan in PR ($187K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Henney Wealth Management, Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273129399.

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.