Money Purchase · DOL Form 5500 · 2022

Evans & Son, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
47
Participants Small participant base
40th
Percentile by assets National rank
$60,644
Avg per participant Low balance/head
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Official DOL plan name: Evans & Son, Inc. Frozen Money Purchase Plan · Sponsored by Evans & Son, Inc. · California · Construction

$3M in assets, 47 participants

Evans & Son, Inc.'s Evans & Son, Inc. Frozen Money Purchase Plan reported $3M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,755 in Construction (9,927 peers)

What the 2022 filing shows

Evans & Son, Inc. Frozen Money Purchase Plan holds $3M for 47 participants - about $60,644 per participant, in the lower half of filed plans by assets.

#3,755
in Construction (9,927 peers)
+4.5%
assets growth YoY

Evans & Son, Inc. Frozen Money Purchase Plan's mid-pack asset rank among Construction and all filers

Evans & Son, Inc. Frozen Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,850,286 40th percentile higher than 40% of 139,123 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 2022

Evans & Son, Inc. Frozen Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans & Son, Inc. Frozen Money Purchase Plan is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954178102 · Evans & Son, Inc. PY 2022 · Money Purchase

Evans & Son, Inc. Frozen Money Purchase Plan · $3M · 47 · 40th

  • EOY $3M
  • 5500 47
  • ASSETS 40th
  • PCT Money Purchase
  • EIN near The Fresh Air Fund Pension Plan
  • RANK ind #3755

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 Construction retirement plans → · Plans in California →

Evans & Son, Inc. Frozen Money Purchase Plan in the asset neighbourhood

Hj Kornfeld Profit Sharing Plan and TrustHj Kornfeld Profit Sharing P…$3MEvans & Son, Inc. Frozen Money Purchase PlanEvans & Son, Inc. Frozen Mon…$3MThe Fresh Air Fund Pension PlanThe Fresh Air Fund Pension P…$3MRaj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MLegal Aid Society of Orange County Inc. Money Purchase PlanLegal Aid Society of Orange …$3M
End-of-year total assets ($M) among Evans & Son, Inc. Frozen Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$122K
Employer EIN954178102
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evans & Son, Inc.)

Sponsor-wide plan assets over time

All Evans & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.8674511961255815% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.85M $2.65M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 47 $3M
2023 1 42 $3M
2024 1 38 $3M

Nearby Money Purchase Plans in California

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

Evans & Son, Inc. Frozen Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evans & Son, Inc. Frozen Money Purchase Plan, Total assets ($B): 0.002850286 · Participants: 47Evans & Son, Inc. Frozen Money Purchase PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Evans & Son, Inc. Frozen Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Evans & Son, Inc. Frozen Money Purchase Plan side-by-side with 3 peers →

Evans & Son, Inc. Frozen Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Fresh Air Fund Pension Plan in NY ($3M); by covered participants it is Fos Feminista Money Purchase Pension Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Evans & Son, Inc. Frozen Money Purchase Plan assets move in 2022? ▼
Evans & Son, Inc. Frozen Money Purchase Plan edged up modestly - up 4.5% during 2022, from $3M to $3M. Reported net income was $122K.
How have Evans & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans & Son, Inc.'s sponsor-wide assets declined 6.9%, from $3M to $3M.
Which Money Purchase plans are similar in size to Evans & Son, Inc. Frozen Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Fresh Air Fund Pension Plan in NY ($3M, 38 participants).
Which Money Purchase plans cover a similar participant headcount to Evans & Son, Inc. Frozen Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Fos Feminista Money Purchase Pension Plan in NY (47 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954178102.

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.