Money Purchase · DOL Form 5500 · 2023

Michelle Kwan Corporation Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Michelle Kwan Money Purchase Plan · Sponsored by Michelle Kwan Corporation · California · Arts, Entertainment & Recreation

$4M in assets, 3 participants

Michelle Kwan Corporation's Michelle Kwan Money Purchase Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,787 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Michelle Kwan Money Purchase Plan ranks #1,787 of 2,945 2023 filers by assets (751% of the sector average)-$4M for 3 participants.

#1,787
in Arts, Entertainment & Recreation (2,945 peers)
+8.0%
assets growth YoY

Michelle Kwan Money Purchase Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Michelle Kwan Money Purchase Plan vs every filed plan by assets

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

$3,696,269 39th percentile higher than 39% 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

Michelle Kwan 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. Michelle Kwan Money Purchase Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michelle Kwan Money Purchase Plan reported net income rose from -$737K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Michelle Kwan Money Purchase Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954497320 · Michelle Kwan Corporation PY 2023 · Money Purchase

Michelle Kwan Money Purchase Plan · $4M · 3 · 39th

  • PART $4M
  • TYPE 3
  • NET 39th
  • BOOK Money Purchase
  • VS-ST near Robert Farron Money Purchase Plan
  • BOY ind #1787

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Michelle Kwan Money Purchase Plan in the asset neighbourhood

Juan B Espinosa Md PA Amended and Restated Pension PlanJuan B Espinosa Md PA Amende…$4MRobert Farron Money Purchase PlanRobert Farron Money Purchase…$4MDefined Contribution Pension Plan for Employees of Attic Correctional Services, Inc.Defined Contribution Pension…$4MMichelle Kwan Money Purchase PlanMichelle Kwan Money Purchase…$4MFeeziatry Inc Money Purchase PlanFeeziatry Inc Money Purchase…$4M
End-of-year total assets ($M) among Michelle Kwan Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$273K
Employer EIN954497320
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michelle Kwan Corporation)

Sponsor-wide plan assets over time

All Michelle Kwan Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.592773277743763% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.42M $4.03M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 $4M

Nearby Money Purchase Plans in California

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

Michelle Kwan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Michelle Kwan Money Purchase Plan, Total assets ($B): 0.003696269 · Participants: 3Michelle Kwan 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
Michelle Kwan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Michelle Kwan Money Purchase Plan side-by-side with 3 peers →

Michelle Kwan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Robert Farron Money Purchase Plan in NY ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Michelle Kwan Money Purchase Plan assets move in 2023? ▼
Michelle Kwan Money Purchase Plan grew at a solid clip - up 8.0% during 2023, from $3M to $4M. Reported net income was $273K.
How have Michelle Kwan Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michelle Kwan Corporation's sponsor-wide assets grew 17.6%, from $3M to $4M.
Which Money Purchase plans are similar in size to Michelle Kwan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Robert Farron Money Purchase Plan in NY ($4M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Michelle Kwan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 954497320.

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.