Money Purchase · DOL Form 5500 · 2023

Alex W. Tom Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Money Purchase Plan · Sponsored by Alex W. Tom · California · Healthcare & Social Assistance

$4M in assets, 2 participants

Alex W. Tom's Money Purchase Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,091 in Healthcare & Social Assistance (17,684 peers)

Alex W. Tom multi-year trail

Alex W. Tom's plans moved +81.9% in assets from 2022 to 2024; this filing shows Money Purchase Plan at $4M / 2 participants.

#7,091
in Healthcare & Social Assistance (17,684 peers)
+40.9%
assets growth YoY

Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Money Purchase Plan vs every filed plan by assets

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

$3,535,256 38th percentile higher than 38% 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

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. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Money Purchase Plan reported net income rose from -$883K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Money Purchase Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Money Purchase Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770333145 · Alex W. Tom PY 2023 · Money Purchase

Money Purchase Plan · $4M · 2 · 38th

  • RANK $4M
  • PHOTO 2
  • IND 38th
  • EOY Money Purchase
  • 5500 near Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund
  • ASSETS ind #7091

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Money Purchase Plan in the asset neighbourhood

Stanton Video Services,Inc Employees' Money Purchase PlanStanton Video Services,Inc E…$4MWinston W Chen Dds PA Profit Sharing PlanWinston W Chen Dds PA Profit…$4MMoney Purchase Plan$4MNorthern New Jersey Teamsters Benefit Plan Defined Contribution FundNorthern New Jersey Teamster…$4MGeorgiou Consulting, Inc. Money Purchase PlanGeorgiou Consulting, Inc. Mo…$3M
End-of-year total assets ($M) among Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Alex W. Tom multi-year asset trail

Sponsor-wide plan assets over time

All Alex W. Tom plans reported in each filing year

Latest sponsor-wide plan assets
$6M 81.86634493734293% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.49M $6.35M ▲ +81.9%
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 5 $5M
2024 2 5 $6M

Alex W. Tom filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN770333145
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Money Purchase Plan, Total assets ($B): 0.003535256 · Participants: 2Money 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
Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Money Purchase Plan side-by-side with 3 peers →

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

Outside California, the nearest Money Purchase by assets is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ ($4M); 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 Money Purchase Plan assets move in 2023? ▼
Money Purchase Plan surged - up 40.9% during 2023, from $3M to $4M. Reported net income was $1M.
How have Alex W. Tom plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alex W. Tom's sponsor-wide assets grew 81.9%, from $3M to $6M.
Which Money Purchase plans are similar in size to Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northern New Jersey Teamsters Benefit Plan Defined Contribution Fund in NJ ($4M, 16 participants).
Which Money Purchase plans cover a similar participant headcount to Money Purchase 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 770333145.

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.