Money Purchase · DOL Form 5500 · 2023

Edward a Chapin Dds Money Purchase Plan Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$423,616
Avg per participant High balance/head
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Official DOL plan name: Edward a Chapin Dds Money Purchase Plan · Sponsored by Edward a Chapin Dds Money Purchase Plan · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Edward a Chapin Dds Money Purchase Plan's Edward a Chapin Dds Money Purchase Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,302 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Edward a Chapin Dds Money Purchase Plan grew at a solid clip 11.1% in 2023 ($2M → $2M) for 5 participants.

#5,302
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY

Edward a Chapin Dds Money Purchase Plan among the smaller filed plans by assets

Edward a Chapin Dds Money Purchase Plan vs every filed plan by assets

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

$2,118,082 31st percentile higher than 31% 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

Edward a Chapin Dds 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. Edward a Chapin Dds Money Purchase Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward a Chapin Dds Money Purchase Plan reported net income rose from -$176K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Edward a Chapin Dds Money Purchase 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 →

DOL schedule card

Filing strip 770079877 · Edward a Chapin Dds Money Purchase Plan PY 2023 · Money Purchase

Edward a Chapin Dds Money Purchase Plan · $2M · 5 · 31st

  • ASSETS $2M
  • PCT 5
  • EIN 31st
  • RANK Money Purchase
  • PHOTO near Computer Control Systems, Inc Profit Sharing Plan
  • IND ind #5302

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 →

Edward a Chapin Dds Money Purchase Plan in the asset neighbourhood

Flint Institute of Arts Defined Contribution Pension PlanFlint Institute of Arts Defi…$2MEdward a Chapin Dds Money Purchase PlanEdward a Chapin Dds Money Pu…$2MComputer Control Systems, Inc Profit Sharing PlanComputer Control Systems, In…$2MPsychiatric Center Inc Profit Sharing Retirement PlanPsychiatric Center Inc Profi…$2MWestern States Water Council Money Purchase Pension PlanWestern States Water Council…$2M
End-of-year total assets ($M) among Edward a Chapin Dds Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Edward a Chapin Dds Money Purchase Plan years around the 2023 move

Sponsor-wide plan assets over time

All Edward a Chapin Dds Money Purchase Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.81291406975237% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M$4.2M 202220232024 $3.81M $4.11M ▲ +7.9%
Year Plans Participants Total Assets
2022 2 10 $4M
2023 2 10 $4M
2024 2 10 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$253K
Employer EIN770079877
Plan Effective Date1982-12-15
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Edward a Chapin Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Edward a Chapin Dds Money Purchase Plan, Total assets ($B): 0.002118082 · Participants: 5Edward a Chapin Dds Money 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
Edward a Chapin Dds Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Edward a Chapin Dds Money Purchase Plan side-by-side with 3 peers →

Edward a Chapin Dds Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Computer Control Systems, Inc Profit Sharing Plan in WA ($2M); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Edward a Chapin Dds Money Purchase Plan assets move in 2023? ▼
Edward a Chapin Dds Money Purchase Plan grew at a solid clip - up 11.1% during 2023, from $2M to $2M. Reported net income was $253K.
How have Edward a Chapin Dds Money Purchase Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward a Chapin Dds Money Purchase Plan's sponsor-wide assets grew 7.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Edward a Chapin Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Computer Control Systems, Inc Profit Sharing Plan in WA ($2M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Edward a Chapin Dds Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 770079877.

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.