Money Purchase · DOL Form 5500 · 2023

Financial Funding Exchange Inc Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$398,203
Avg per participant High balance/head
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Official DOL plan name: Financial Funding Exchange Inc Mpp · Sponsored by Financial Funding Exchange Inc · California · Finance & Insurance

$1M in assets, 3 participants

Financial Funding Exchange Inc's Financial Funding Exchange Inc Mpp reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,454 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Financial Funding Exchange Inc Mpp holds $1M for 3 participants - about $398,203 per participant, in the lower half of filed plans by assets.

#1,454
in Finance & Insurance (8,869 peers)
+3.8%
assets growth YoY

Financial Funding Exchange Inc Mpp among the smaller filed plans by assets

Financial Funding Exchange Inc Mpp vs every filed plan by assets

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

$1,194,610 25th percentile higher than 25% 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

Financial Funding Exchange Inc Mpp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Funding Exchange Inc Mpp is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Funding Exchange Inc Mpp reported net income rose from $3K in the plan year 2022 filing to $44K in the plan year 2023 filing.
  • Financial Funding Exchange Inc Mpp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680173775 · Financial Funding Exchange Inc PY 2023 · Money Purchase

Financial Funding Exchange Inc Mpp · $1M · 3 · 25th

  • EOY $1M
  • 5500 3
  • ASSETS 25th
  • PCT Money Purchase
  • EIN near Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan
  • RANK ind #1454

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 California →

Financial Funding Exchange Inc Mpp in the asset neighbourhood

Financial Funding Exchange Inc MppFinancial Funding Exchange I…$1MMccormick Kennedy & Robinson PC Employee Profit Sharing PlanMccormick Kennedy & Robinson…$1MNsi, Inc. Pension Plan$1MLaborers Union Local #110 Office Employees PensionLaborers Union Local #110 Of…$1MKey Properties LLC Pension PlanKey Properties LLC Pension P…$1M
End-of-year total assets ($M) among Financial Funding Exchange Inc Mpp and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$44K
Employer EIN680173775
Plan Effective Date1998-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Funding Exchange Inc)

Sponsor-wide plan assets over time

All Financial Funding Exchange Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.327161119500992% vs 2022
2024 filing year
$1.36M$1.38M$1.4M$1.42M$1.44M 202220232024 $1.37M $1.43M ▲ +4.4%
Year Plans Participants Total Assets
2022 2 6 $1M
2023 2 6 $1M
2024 2 6 $1M

Nearby Money Purchase Plans in California

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

Financial Funding Exchange Inc Mpp vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Financial Funding Exchange Inc Mpp, Total assets ($B): 0.00119461 · Participants: 3Financial Funding Exchange Inc MppThe 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
Financial Funding Exchange Inc Mpp vs. nearby Money Purchase plans in California, assets vs. participants
Compare Financial Funding Exchange Inc Mpp side-by-side with 3 peers →

Financial Funding Exchange Inc Mpp's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in CO ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Financial Funding Exchange Inc Mpp assets move in 2023? ▼
Financial Funding Exchange Inc Mpp edged up modestly - up 3.8% during 2023, from $1M to $1M. Reported net income was $44K.
How have Financial Funding Exchange Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Funding Exchange Inc's sponsor-wide assets grew 4.3%, from $1M to $1M.
Where does Financial Funding Exchange Inc Mpp rank by assets among Form 5500 filers? ▼
Financial Funding Exchange Inc Mpp ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Financial Funding Exchange Inc Mpp? ▼
Among Money Purchase plans in other states, the closest by assets is Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in CO ($1M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Financial Funding Exchange Inc Mpp? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 680173775.

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.