Money Purchase · DOL Form 5500 · 2023

Joseph N Tseng Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Joseph Tseng Self-Employed Money Purchase Fidelity Plan · Sponsored by Joseph N Tseng · Michigan · Healthcare & Social Assistance

$1M in assets, 1 participants

Joseph N Tseng's Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,554 in Healthcare & Social Assistance (17,684 peers)

Joseph N Tseng multi-year trail

Joseph N Tseng's plans moved +78.6% in assets from 2022 to 2024; this filing shows Joseph Tseng Self-Employed Money Purchase Fidelity Plan at $1M / 1 participant.

#3,554
in Healthcare & Social Assistance (17,684 peers)
+37.5%
assets growth YoY

Joseph Tseng Self-Employed Money Purchase Fidelity Plan among the smaller filed plans by assets

Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs every filed plan by assets

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

$1,063,948 24th percentile higher than 24% 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

Joseph Tseng Self-Employed Money Purchase Fidelity 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. Joseph Tseng Self-Employed Money Purchase Fidelity Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported net income rose from -$415K in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Joseph Tseng Self-Employed Money Purchase Fidelity Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Joseph Tseng Self-Employed Money Purchase Fidelity Plan end-of-year assets rose from $774K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 382095879 · Joseph N Tseng PY 2023 · Money Purchase

Joseph Tseng Self-Employed Money Purchase Fidelity Plan · $1M · 1 · 24th

  • PART $1M
  • TYPE 1
  • NET 24th
  • BOOK Money Purchase
  • VS-ST near Parallel Vision, Inc. Pension Plan
  • BOY ind #3554

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 Michigan →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan in the asset neighbourhood

St Charles Mesa Water District Money Purchase Plan and TrustSt Charles Mesa Water Distri…$1MHolly Hill Academy Money Purchase PlanHolly Hill Academy Money Pur…$1MJoseph Tseng Self-Employed Money Purchase Fidelity PlanJoseph Tseng Self-Employed M…$1MParallel Vision, Inc. Pension PlanParallel Vision, Inc. Pensio…$1MMccormick Kennedy & Robinson PC Employee Pension Benefit PlanMccormick Kennedy & Robinson…$1M
End-of-year total assets ($M) among Joseph Tseng Self-Employed Money Purchase Fidelity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Joseph N Tseng multi-year asset trail

Sponsor-wide plan assets over time

All Joseph N Tseng plans reported in each filing year

Latest sponsor-wide plan assets
$4M 78.58644194225229% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.19M $3.9M ▲ +78.1%
Year Plans Participants Total Assets
2022 2 5 $2M
2023 2 3 $3M
2024 2 2 $4M

Joseph N Tseng filing trail (2023)

Total Assets (Beginning of Year)$774K
Net Assets (End of Year)$1M
Net Income$290K
Employer EIN382095879
Plan Effective Date1990-12-31
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Joseph Tseng Self-Employed Money Purchase Fidelity Plan, Total assets ($B): 0.001063948 · Participants: 1Joseph Tseng Self-Employed Money Purchase Fidelity PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Joseph Tseng Self-Employed Money Purchase Fidelity Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Joseph Tseng Self-Employed Money Purchase Fidelity Plan side-by-side with 3 peers →

Joseph Tseng Self-Employed Money Purchase Fidelity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Parallel Vision, Inc. Pension Plan in NY ($1M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joseph Tseng Self-Employed Money Purchase Fidelity Plan assets move in 2023? ▼
Joseph Tseng Self-Employed Money Purchase Fidelity Plan surged - up 37.5% during 2023, from $774K to $1M. Reported net income was $290K.
How have Joseph N Tseng plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph N Tseng's sponsor-wide assets grew 78.6%, from $2M to $4M.
Where does Joseph Tseng Self-Employed Money Purchase Fidelity Plan rank by assets among Form 5500 filers? ▼
Joseph Tseng Self-Employed Money Purchase Fidelity Plan ranks in the 24th 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 Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Parallel Vision, Inc. Pension Plan in NY ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Joseph Tseng Self-Employed Money Purchase Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 382095879.

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.