Money Purchase · DOL Form 5500 · 2023

Daniel C. Halvorson Money Purchase Plan

Data updated 2026-08-25

$59K
Total assets Small plan by assets: N/A
Participants Small participant base: 4th
Percentile by assets National rank

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Official DOL plan name: Daniel C. Halvorson Money Purchase Pension Plan · Sponsored by Daniel C. Halvorson · Georgia · Professional & Technical Services

$59K in assets, N/A participants

Daniel C. Halvorson's Daniel C. Halvorson Money Purchase Pension Plan reported $59K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#758 in Professional & Technical Services (20,321 peers)

2023 asset change

Daniel C. Halvorson Money Purchase Pension Plan contracted severely 38.2% in 2023 ($96K → $59K) for N/A participants.

#758
in Professional & Technical Services (20,321 peers): -38.2%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniel C. Halvorson Money Purchase Pension Plan among the smaller filed plans by assets

Daniel C. Halvorson Money Purchase Pension Plan vs every filed plan by assets

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

$59,234 4th percentile higher than 4% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Daniel C. Halvorson Money Purchase Pension Plan reported net income rose from -$169K in the plan year 2022 filing to -$37K in the plan year 2023 filing.
Daniel C. Halvorson Money Purchase Pension Plan end-of-year assets fell from $96K in the plan year 2022 filing to $59K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550790920 · Daniel C. Halvorson PY 2023 · Money Purchase

Daniel C. Halvorson Money Purchase Pension Plan · $59K · N/A · 4th

5500 $59K
5500 N/A
5500 4th
5500 Money Purchase
5500 near The Council of Churches of Greater Bridgeport Pension Plan
5500 ind #758

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 Georgia →

End-of-year total assets ($M) among Daniel C. Halvorson Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Daniel C. Halvorson years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	N/A	$444K
2023	2	N/A	$250K
2024	2	N/A	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$96K
Net Assets (End of Year)	$59K
Net Income	-$37K
Employer EIN	550790920
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Georgia

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

Daniel C. Halvorson Money Purchase Pension Plan vs. nearby Money Purchase plans in Georgia, assets vs. participants

Valmet, Inc. Pension Plan and Trust $79M · 1,488
IBEW Local 508 Pension Fund $74M · 769
Au Medical Associates Employees' Money Purchase Pension Plan $29M · 217
Hamilton Health Care System, Inc. Rsvp Defined Contribution Plan $19M · 378
William W. Motley Dds Psp $6M · N/A

Compare Daniel C. Halvorson Money Purchase Pension Plan side-by-side with 3 peers →

Daniel C. Halvorson Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets

Outside Georgia, the nearest Money Purchase by end-of-year assets is The Council of Churches of Greater Bridgeport Pension Plan in CT at $60K (this filing: $59K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59K here).

The Council of Churches of Greater Bridgeport Pension Plan (CT) $60K · 12
Prestige Photography Inc (AL) $60K · N/A
Dra. Carmen J. Laboy Torres, Psc Retirement Plan (PR) $58K · 3
Dr. Cornel Jeansonne Money Purchase Pension Plan (MS) $62K · 4

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 Daniel C. Halvorson Money Purchase Pension Plan assets move in 2023? ▼

Daniel C. Halvorson Money Purchase Pension Plan contracted severely - down 38.2% during 2023, from $96K to $59K. Reported net income was -$37K.

Where does Daniel C. Halvorson Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

Daniel C. Halvorson Money Purchase Pension Plan ranks in the 4th 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 Daniel C. Halvorson Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is The Council of Churches of Greater Bridgeport Pension Plan in CT ($60K, 12 participants).

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 550790920.