Money Purchase · DOL Form 5500 · 2023
Alan Saven Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 26th
- Percentile by assets National rank
Official DOL plan name: Alan Saven Health Care Keogh Plan · Sponsored by Alan Saven · California · Healthcare & Social Assistance
$1M in assets, N/A participants
Alan Saven's Alan Saven Health Care Keogh Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,919 in Healthcare & Social Assistance (17,684 peers)
Alan Saven multi-year trail
Alan Saven's plans moved +68.2% in assets from 2022 to 2024; this filing shows Alan Saven Health Care Keogh Plan at $1M / N/A participants.
- #3,919
- in Healthcare & Social Assistance (17,684 peers)
- +31.7%
- assets growth YoY
Alan Saven Health Care Keogh Plan among the smaller filed plans by assets
Alan Saven Health Care Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,273,603 26th percentile higher than 26% 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.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alan Saven Health Care Keogh Plan reported net income rose from -$276K in the plan year 2022 filing to $307K in the plan year 2023 filing.
- Alan Saven Health Care Keogh Plan end-of-year assets rose from $967K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 330962305 · Alan Saven PY 2023 · Money Purchase
Alan Saven Health Care Keogh Plan · $1M · N/A · 26th
- NET $1M
- NET N/A
- NET 26th
- NET Money Purchase
- NET near Jerome Antony Money Purchase Plan
- NET ind #3919
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 →
Alan Saven Health Care Keogh Plan in the asset neighbourhood
Alan Saven multi-year asset trail
Sponsor-wide plan assets over time
All Alan Saven plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 68.23264715009827% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $967K |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $2M |
Alan Saven filing trail (2023)
| Total Assets (Beginning of Year) | $967K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $307K |
| Employer EIN | 330962305 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Alan Saven Health Care Keogh Plan's closest out-of-state Money Purchase peers by assets
Outside California, the nearest Money Purchase by end-of-year assets is Jerome Antony Money Purchase Plan in IL at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.