Money Purchase · DOL Form 5500 · 2023

Wam Industries, Inc. Money Purchase Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$53,743
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wam Industries, Inc. Employee Money Purchase Pension Plan · Sponsored by Wam Industries, Inc. · California · Manufacturing

$161K in assets, 3 participants

Wam Industries, Inc.'s Wam Industries, Inc. Employee Money Purchase Pension Plan reported $161K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #663 in Manufacturing (18,722 peers)

Wam Industries, Inc. multi-year trail

Wam Industries, Inc.'s plans moved +11.6% in assets from 2022 to 2023; this filing shows Wam Industries, Inc. Employee Money Purchase Pension Plan at $161K / 3 participants.

#663
in Manufacturing (18,722 peers)
+7.5%
assets growth YoY

Wam Industries, Inc. Employee Money Purchase Pension Plan among the smaller filed plans by assets

Wam Industries, Inc. Employee Money Purchase Pension Plan vs every filed plan by assets

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

$161,228 9th percentile higher than 9% 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

Wam Industries, Inc. Employee 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. Wam Industries, Inc. Employee Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wam Industries, Inc. Employee Money Purchase Pension Plan reported net income rose from -$12K in the plan year 2022 filing to $11K in the plan year 2023 filing.
  • Wam Industries, Inc. Employee Money Purchase Pension Plan end-of-year assets rose from $150K in the plan year 2022 filing to $161K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953604741 · Wam Industries, Inc. PY 2023 · Money Purchase

Wam Industries, Inc. Employee Money Purchase Pension Plan · $161K · 3 · 9th

  • PCT $161K
  • EIN 3
  • RANK 9th
  • PHOTO Money Purchase
  • IND near Daniel Rivera Marquez Profit Sharing Plan
  • EOY ind #663

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 Manufacturing retirement plans → · Plans in California →

Wam Industries, Inc. Employee Money Purchase Pension Plan in the asset neighbourhood

Wam Industries, Inc. Employee Money Purchase Pension PlanWam Industries, Inc. Employe…$161KDaniel Rivera Marquez Profit Sharing PlanDaniel Rivera Marquez Profit…$161KThe Wellness Institute, Inc. Retirement PlanThe Wellness Institute, Inc.…$163KAntonio Milland Torres Profit Sharing PlanAntonio Milland Torres Profi…$160KDr Martha Ann Flowers Md Basic PlanDr Martha Ann Flowers Md Bas…$158K
End-of-year total assets ($M) among Wam Industries, Inc. Employee Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Wam Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wam Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$557K 11.645244731407029% vs 2022
2023 filing year
$0.48M$0.5M$0.52M$0.54M$0.56M$0.58M 20222023 $0.5M $0.56M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 6 $499K
2023 2 6 $557K

Wam Industries, Inc. filing trail (2023)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$161K
Net Income$11K
Employer EIN953604741
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Wam Industries, Inc. Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Wam Industries, Inc. Employee Money Purchase Pension Plan, Total assets ($B): 0.000161228 · Participants: 3Wam Industries, Inc. Employee Money Purchase Pension 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
Wam Industries, Inc. Employee Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Wam Industries, Inc. Employee Money Purchase Pension Plan side-by-side with 3 peers →

Wam Industries, Inc. Employee Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Daniel Rivera Marquez Profit Sharing Plan in PR ($161K); 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 Wam Industries, Inc. Employee Money Purchase Pension Plan assets move in 2023? ▼
Wam Industries, Inc. Employee Money Purchase Pension Plan grew at a solid clip - up 7.5% during 2023, from $150K to $161K. Reported net income was $11K.
How have Wam Industries, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wam Industries, Inc.'s sponsor-wide assets grew 11.6%, from $499K to $557K.
Where does Wam Industries, Inc. Employee Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Wam Industries, Inc. Employee Money Purchase Pension Plan ranks in the 9th 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 Wam Industries, Inc. Employee Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Daniel Rivera Marquez Profit Sharing Plan in PR ($161K, 5 participants).
Which Money Purchase plans cover a similar participant headcount to Wam Industries, Inc. Employee Money Purchase Pension Plan? ▼
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 953604741.

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.