Money Purchase · DOL Form 5500 · 2023
Michael Gordon, M.D., Inc. Money Purchase Plan
Data updated 2026-08-25
- $876K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $438,113
- Avg per participant High balance/head
Official DOL plan name: Michael Gordon, M.D., Inc. Money Purchase Pension Plan · Sponsored by Michael Gordon, M.D., Inc. · California · Healthcare & Social Assistance
$876K in assets, 2 participants
Michael Gordon, M.D., Inc.'s Michael Gordon, M.D., Inc. Money Purchase Pension Plan reported $876K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,208 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Michael Gordon, M.D., Inc. Money Purchase Pension Plan holds $876K for 2 participants - about $438,113 per participant, among the smaller plans by assets on file.
- #3,208
- in Healthcare & Social Assistance (17,684 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael Gordon, M.D., Inc. Money Purchase Pension Plan among the smaller filed plans by assets
Michael Gordon, M.D., Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$876,226 23rd percentile higher than 23% 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
Michael Gordon, M.D., 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. Michael Gordon, M.D., Inc. Money Purchase Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael Gordon, M.D., Inc. Money Purchase Pension Plan reported net income rose from -$109K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
- Michael Gordon, M.D., Inc. Money Purchase Pension Plan end-of-year assets fell from $916K in the plan year 2022 filing to $876K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 953527868 · Michael Gordon, M.D., Inc. PY 2023 · Money Purchase
Michael Gordon, M.D., Inc. Money Purchase Pension Plan · $876K · 2 · 23rd
- IND $876K
- IND 2
- IND 23rd
- IND Money Purchase
- IND near Christine M Gizoni Retirement Plan
- IND ind #3208
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 →
Michael Gordon, M.D., Inc. Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $916K |
|---|---|
| Net Assets (End of Year) | $876K |
| Net Income | -$40K |
| Employer EIN | 953527868 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Gordon, M.D., Inc.)
Sponsor-wide plan assets over time
All Michael Gordon, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $832K 9.216253303683422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $916K |
| 2023 | 1 | 2 | $876K |
| 2024 | 1 | 2 | $832K |
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
Michael Gordon, M.D., 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 Christine M Gizoni Retirement Plan in NY ($883K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($876K here).
- Christine M Gizoni Retirement Plan (NY) $883K · 1
- Farmacia La Concepcion Retirement Plan (PR) $868K · 16
- Teamsters Local 731 Severance & Retirement Plan (IL) $867K · 29
- Nirupama P Patel (TX) $886K · 6
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Blake Money Purchase Pension Plan (MA) 2 · 0 off
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan (OK) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.