Money Purchase · DOL Form 5500 · 2023

Hauser Agency Inc Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$776K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$388,105
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hauser Agency Inc. Money Purchase Plan · Sponsored by Hauser Agency Inc Money Purchase Plan · Pennsylvania · Finance & Insurance

$776K in assets, 2 participants

Hauser Agency Inc Money Purchase Plan's Hauser Agency Inc. Money Purchase Plan reported $776K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,188 in Finance & Insurance (8,869 peers)

Hauser Agency Inc Money Purchase Plan multi-year trail

Hauser Agency Inc Money Purchase Plan's plans moved +31.6% in assets from 2022 to 2024; this filing shows Hauser Agency Inc. Money Purchase Plan at $776K / 2 participants.

#1,188
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY

Hauser Agency Inc. Money Purchase Plan among the smaller filed plans by assets

Hauser Agency Inc. Money Purchase Plan vs every filed plan by assets

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

$776,209 22nd percentile higher than 22% 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

Hauser Agency Inc. 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. Hauser Agency Inc. 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

  • Hauser Agency Inc. Money Purchase Plan reported net income rose from -$18K in the plan year 2022 filing to $88K in the plan year 2023 filing.
  • Hauser Agency Inc. Money Purchase Plan end-of-year assets rose from $688K in the plan year 2022 filing to $776K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251508505 · Hauser Agency Inc Money Purchase Plan PY 2023 · Money Purchase

Hauser Agency Inc. Money Purchase Plan · $776K · 2 · 22nd

  • IND $776K
  • EOY 2
  • 5500 22nd
  • ASSETS Money Purchase
  • PCT near Meng Kao Tseng M.D. Money Purchase Plan
  • EIN ind #1188

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hauser Agency Inc. Money Purchase Plan in the asset neighbourhood

Hauser Agency Inc. Money Purchase PlanHauser Agency Inc. Money Pur…$776KMeng Kao Tseng M.D. Money Purchase PlanMeng Kao Tseng M.D. Money Pu…$779KMinnesota Trading Corporation Money Purchase Pension Plan and TrustMinnesota Trading Corporatio…$780KBasso & Company Inc Money Purchase Plan & TrustBasso & Company Inc Money Pu…$769KBrinton's Paint Company Money Purchase Pension PlanBrinton's Paint Company Mone…$765K
End-of-year total assets ($M) among Hauser Agency Inc. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hauser Agency Inc Money Purchase Plan multi-year asset trail

Sponsor-wide plan assets over time

All Hauser Agency Inc Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$905K 31.63870720122819% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.69M $0.91M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 2 $688K
2023 1 2 $776K
2024 1 2 $905K

Hauser Agency Inc Money Purchase Plan filing trail (2023)

Total Assets (Beginning of Year)$688K
Net Assets (End of Year)$776K
Net Income$88K
Employer EIN251508505
Plan Effective Date1988-02-24
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

Hauser Agency Inc. Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Hauser Agency Inc. Money Purchase Plan, Total assets ($M): 0.776209 · Participants: 2Hauser Agency Inc. Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Hauser Agency Inc. Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Hauser Agency Inc. Money Purchase Plan side-by-side with 3 peers →

Hauser Agency Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Meng Kao Tseng M.D. Money Purchase Plan in NY ($779K); 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 Hauser Agency Inc. Money Purchase Plan assets move in 2023? ▼
Hauser Agency Inc. Money Purchase Plan grew at a solid clip - up 12.8% during 2023, from $688K to $776K. Reported net income was $88K.
How have Hauser Agency Inc Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hauser Agency Inc Money Purchase Plan's sponsor-wide assets grew 31.6%, from $688K to $905K.
Where does Hauser Agency Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Hauser Agency Inc. Money Purchase Plan ranks in the 22nd 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 Hauser Agency Inc. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Meng Kao Tseng M.D. Money Purchase Plan in NY ($779K, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Hauser Agency Inc. 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 251508505.

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.