Money Purchase · DOL Form 5500 · 2023

Henney Wealth Management, Inc. Money Purchase Plan

Data updated 2026-08-25

$321K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$160,592
Avg per participant Above avg balance/head
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Official DOL plan name: Henney Wealth Management, Inc. Profit Sharing Plan · Sponsored by Henney Wealth Management, Inc. · California · Finance & Insurance

$321K in assets, 2 participants

Henney Wealth Management, Inc.'s Henney Wealth Management, Inc. Profit Sharing Plan reported $321K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

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

What the 2023 filing shows

Henney Wealth Management, Inc. Profit Sharing Plan holds $321K for 2 participants - about $160,592 per participant, among the smaller plans by assets on file.

#732
in Finance & Insurance (8,869 peers)
+0.9%
assets growth YoY

Henney Wealth Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Henney Wealth Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$321,184 14th percentile higher than 14% 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. Profit Sharing 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. Profit Sharing 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. Profit Sharing Plan reported net income rose from -$10K in the plan year 2022 filing to $3K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Henney Wealth Management, Inc. Profit Sharing Plan · $321K · 2 · 14th

  • TYPE $321K
  • NET 2
  • BOOK 14th
  • VS-ST Money Purchase
  • BOY near Insurance Processing Center, Inc. Money Purchase Pension Plan
  • SCH ind #732

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. Profit Sharing Plan in the asset neighbourhood

Henney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$321KInsurance Processing Center, Inc. Money Purchase Pension PlanInsurance Processing Center,…$319KInstitute of Pulmonary Diseases, Csp Retirement PlanInstitute of Pulmonary Disea…$324KClinica De Salud Y Prevencion De Mayaguez Retirement PlanClinica De Salud Y Prevencio…$318KPersonnel Administration Services Inc Employees Pension TrustPersonnel Administration Ser…$325K
End-of-year total assets ($M) among Henney Wealth Management, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$318K
Net Assets (End of Year)$321K
Net Income$3K
Employer EIN273129399
Plan Effective Date1996-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Henney Wealth Management, Inc.)

Sponsor-wide plan assets over time

All Henney Wealth Management, Inc. 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. Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Henney Wealth Management, Inc. Profit Sharing Plan, Total assets ($B): 0.000321184 · Participants: 2Henney Wealth Management, Inc. Profit Sharing 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. Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Henney Wealth Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Insurance Processing Center, Inc. Money Purchase Pension Plan in WI ($319K); 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. Profit Sharing Plan assets move in 2023? ▼
Henney Wealth Management, Inc. Profit Sharing Plan held essentially flat - up 0.9% during 2023, from $318K to $321K. Reported net income was $3K.
How have Henney Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henney Wealth Management, Inc.'s sponsor-wide assets declined 8.4%, from $495K to $454K.
Where does Henney Wealth Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Henney Wealth Management, Inc. Profit Sharing Plan ranks in the 14th 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. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Insurance Processing Center, Inc. Money Purchase Pension Plan in WI ($319K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Henney Wealth Management, Inc. Profit Sharing 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.