Money Purchase · DOL Form 5500 · 2023

David Chapman Agency, Inc. Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
26
Participants Small participant base
62nd
Percentile by assets National rank
$447,946
Avg per participant High balance/head
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Official DOL plan name: David Chapman Agency Money Purchase Plan · Sponsored by David Chapman Agency, Inc. · Michigan · Finance & Insurance

$12M in assets, 26 participants

David Chapman Agency, Inc.'s David Chapman Agency Money Purchase Plan reported $12M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,145 in Finance & Insurance (8,869 peers)

David Chapman Agency, Inc. multi-year trail

David Chapman Agency, Inc.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows David Chapman Agency Money Purchase Plan at $12M / 26 participants.

#4,145
in Finance & Insurance (8,869 peers)
+3.6%
assets growth YoY

David Chapman Agency Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

David Chapman Agency Money Purchase Plan vs every filed plan by assets

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

$11,646,603 Top 38% higher than 62% 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

David Chapman Agency Money Purchase Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Chapman Agency Money Purchase Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David Chapman Agency Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to $403K in the plan year 2023 filing.
  • David Chapman Agency Money Purchase Plan reported participants rose from 24 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • David Chapman Agency Money Purchase Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382102548 · David Chapman Agency, Inc. PY 2023 · Money Purchase

David Chapman Agency Money Purchase Plan · $12M · 26 · 62nd

  • PART $12M
  • TYPE 26
  • NET 62nd
  • BOOK Money Purchase
  • VS-ST near Local 210's Annuity Fund
  • BOY ind #4145

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 Michigan →

David Chapman Agency Money Purchase Plan in the asset neighbourhood

Heat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$12MHeat & Frost Insulators Local 127 Supplemental/401(k) Retirement PlanHeat & Frost Insulators Loca…$12MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$12MLocal 210's Annuity Fund$12MLnl Money Purchase Plan$12M
End-of-year total assets ($M) among David Chapman Agency Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

David Chapman Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David Chapman Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.996610281340246% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.2M $12.8M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 24 $11M
2023 1 26 $12M
2024 1 26 $13M

David Chapman Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$403K
Employer EIN382102548
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

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

David Chapman Agency Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants David Chapman Agency Money Purchase Plan, Total assets ($B): 0.011646603 · Participants: 26David Chapman Agency Money Purchase 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
David Chapman Agency Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare David Chapman Agency Money Purchase Plan side-by-side with 3 peers →

David Chapman Agency Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Local 210's Annuity Fund in NY ($12M); by covered participants it is University Auxiliary Services at Albany, Inc. 401(a) DC Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 David Chapman Agency Money Purchase Plan assets move in 2023? ▼
David Chapman Agency Money Purchase Plan edged up modestly - up 3.6% during 2023, from $11M to $12M. Reported net income was $403K.
How have David Chapman Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Chapman Agency, Inc.'s sponsor-wide assets grew 14.0%, from $11M to $13M.
Which Money Purchase plans are similar in size to David Chapman Agency Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 210's Annuity Fund in NY ($12M, 1,835 participants).
Which Money Purchase plans cover a similar participant headcount to David Chapman Agency Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is University Auxiliary Services at Albany, Inc. 401(a) DC Plan in NY (26 participants, $8M 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 382102548.

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.