Money Purchase · DOL Form 5500 · 2023

James Wantz Accountancy Corp. Money Purchase Plan

Data updated 2026-08-25

$753K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$250,952
Avg per participant Above avg balance/head
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Official DOL plan name: James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · Sponsored by James Wantz Accountancy Corp. · California · Professional & Technical Services

$753K in assets, 3 participants

James Wantz Accountancy Corp.'s James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 reported $753K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,318 in Professional & Technical Services (20,321 peers)

James Wantz Accountancy Corp. multi-year trail

James Wantz Accountancy Corp.'s plans moved +18.6% in assets from 2022 to 2024; this filing shows James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 at $753K / 3 participants.

#3,318
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among the smaller filed plans by assets

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 vs every filed plan by assets

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

$752,855 21st percentile higher than 21% 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

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 reported net income rose from -$22K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 end-of-year assets rose from $705K in the plan year 2022 filing to $753K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953282589 · James Wantz Accountancy Corp. PY 2023 · Money Purchase

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 · $753K · 3 · 21st

  • ASSETS $753K
  • ASSETS 3
  • ASSETS 21st
  • ASSETS Money Purchase
  • ASSETS near Vincent J Finocchio Jr PC Profit Sharing Plan & Tr
  • ASSETS ind #3318

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 California →

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 in the asset neighbourhood

Abdulhamid Keswani Mdsc Money Purchase Plan & TrustAbdulhamid Keswani Mdsc Mone…$758KThe Georgetown Group, Inc. Money Purchase PlanThe Georgetown Group, Inc. M…$759KIntl Assoc Local No 57 Pension PlanIntl Assoc Local No 57 Pensi…$760KJames Wantz Accountancy Corp. Money Purchase Plan Dated 010198James Wantz Accountancy Corp…$753KVincent J Finocchio Jr PC Profit Sharing Plan & TrVincent J Finocchio Jr PC Pr…$751K
End-of-year total assets ($M) among James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

James Wantz Accountancy Corp. multi-year asset trail

Sponsor-wide plan assets over time

All James Wantz Accountancy Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$836K 18.629330888312012% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.7M $0.84M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 3 $705K
2023 1 3 $753K
2024 1 3 $836K

James Wantz Accountancy Corp. filing trail (2023)

Total Assets (Beginning of Year)$705K
Net Assets (End of Year)$753K
Net Income$48K
Employer EIN953282589
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants James Wantz Accountancy Corp. Money Purchase Plan Dated 010198, Total assets ($B): 0.000752855 · Participants: 3James Wantz Accountancy Corp. Money Purchase Plan Dated 010198The 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
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 vs. nearby Money Purchase plans in California, assets vs. participants
Compare James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 side-by-side with 3 peers →

James Wantz Accountancy Corp. Money Purchase Plan Dated 010198's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($751K); 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 James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 assets move in 2023? ▼
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 grew at a solid clip - up 6.9% during 2023, from $705K to $753K. Reported net income was $48K.
How have James Wantz Accountancy Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Wantz Accountancy Corp.'s sponsor-wide assets grew 18.6%, from $705K to $836K.
Where does James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 rank by assets among Form 5500 filers? ▼
James Wantz Accountancy Corp. Money Purchase Plan Dated 010198 ranks in the 21st 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 James Wantz Accountancy Corp. Money Purchase Plan Dated 010198? ▼
Among Money Purchase plans in other states, the closest by assets is Vincent J Finocchio Jr PC Profit Sharing Plan & Tr in NY ($751K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to James Wantz Accountancy Corp. Money Purchase Plan Dated 010198? ▼
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 953282589.

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.