Money Purchase · DOL Form 5500 · 2023

Robert N. Valentine, Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$582,682
Avg per participant High balance/head
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Official DOL plan name: Robert N. Valentine, Inc. Money Purchase Pension Plan · Sponsored by Robert N. Valentine, Inc. · California · Professional & Technical Services

$2M in assets, 3 participants

Robert N. Valentine, Inc.'s Robert N. Valentine, Inc. Money Purchase Pension Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,997 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Robert N. Valentine, Inc. Money Purchase Pension Plan holds $2M for 3 participants - about $582,682 per participant, in the lower half of filed plans by assets.

#4,997
in Professional & Technical Services (20,321 peers)
+3.4%
assets growth YoY

Robert N. Valentine, Inc. Money Purchase Pension Plan among the smaller filed plans by assets

Robert N. Valentine, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$1,748,046 29th percentile higher than 29% 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

Robert N. Valentine, Inc. Money Purchase Pension 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. Robert N. Valentine, Inc. Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert N. Valentine, Inc. Money Purchase Pension Plan reported net income rose from -$4K in the plan year 2022 filing to $57K in the plan year 2023 filing.
  • Robert N. Valentine, Inc. Money Purchase Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680088760 · Robert N. Valentine, Inc. PY 2023 · Money Purchase

Robert N. Valentine, Inc. Money Purchase Pension Plan · $2M · 3 · 29th

  • BOOK $2M
  • BOOK 3
  • BOOK 29th
  • BOOK Money Purchase
  • BOOK near Richard Fischbein Money Purchase Plan
  • BOOK ind #4997

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 →

Robert N. Valentine, Inc. Money Purchase Pension Plan in the asset neighbourhood

Frasier, Johnson & Martin Money Purchase PlanFrasier, Johnson & Martin Mo…$2MRobert N. Valentine, Inc. Money Purchase Pension PlanRobert N. Valentine, Inc. Mo…$2MRichard Fischbein Money Purchase PlanRichard Fischbein Money Purc…$2MNotre Dame High School Gra Qualified Group Retirement AnnuityNotre Dame High School Gra Q…$2MWellmont Hawkins County Memorial Hospital Pension PlanWellmont Hawkins County Memo…$2M
End-of-year total assets ($M) among Robert N. Valentine, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$57K
Employer EIN680088760
Plan Effective Date1986-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert N. Valentine, Inc.)

Sponsor-wide plan assets over time

All Robert N. Valentine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.948114415185194% vs 2022
2024 filing year
$1.65M$1.7M$1.75M$1.8M$1.85M 202220232024 $1.69M $1.81M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Nearby Money Purchase Plans in California

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

Robert N. Valentine, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Robert N. Valentine, Inc. Money Purchase Pension Plan, Total assets ($B): 0.001748046 · Participants: 3Robert N. Valentine, Inc. Money Purchase Pension 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
Robert N. Valentine, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Robert N. Valentine, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Robert N. Valentine, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Richard Fischbein Money Purchase Plan in PA ($2M); 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 Robert N. Valentine, Inc. Money Purchase Pension Plan assets move in 2023? ▼
Robert N. Valentine, Inc. Money Purchase Pension Plan edged up modestly - up 3.4% during 2023, from $2M to $2M. Reported net income was $57K.
How have Robert N. Valentine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert N. Valentine, Inc.'s sponsor-wide assets grew 6.9%, from $2M to $2M.
Which Money Purchase plans are similar in size to Robert N. Valentine, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Richard Fischbein Money Purchase Plan in PA ($2M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Robert N. Valentine, Inc. Money Purchase Pension 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 680088760.

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.