Money Purchase · DOL Form 5500 · 2023
Amg & Associates, LLC Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $172,746
- Avg per participant Above avg balance/head
Official DOL plan name: Amg & Associates, LLC Rollover-Only Money Purchase Plan · Sponsored by Amg & Associates, LLC · California · Construction
$1M in assets, 6 participants
Amg & Associates, LLC's Amg & Associates, LLC Rollover-Only Money Purchase Plan reported $1M in total assets and 6 participants 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.
- #1,984 in Construction (9,030 peers)
Amg & Associates, LLC multi-year trail
Amg & Associates, LLC's plans moved -14.0% in assets from 2022 to 2024; this filing shows Amg & Associates, LLC Rollover-Only Money Purchase Plan at $1M / 6 participants.
- #1,984
- in Construction (9,030 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amg & Associates, LLC Rollover-Only Money Purchase Plan among the smaller filed plans by assets
Amg & Associates, LLC Rollover-Only Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,036,475 24th percentile higher than 24% 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
Amg & Associates, LLC Rollover-Only Money Purchase 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. Amg & Associates, LLC Rollover-Only Money Purchase Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amg & Associates, LLC Rollover-Only Money Purchase Plan reported net income rose from -$89K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
- Amg & Associates, LLC Rollover-Only Money Purchase Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 954847273 · Amg & Associates, LLC PY 2023 · Money Purchase
Amg & Associates, LLC Rollover-Only Money Purchase Plan · $1M · 6 · 24th
- BOY $1M
- BOY 6
- BOY 24th
- BOY Money Purchase
- BOY near Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan
- BOY ind #1984
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 Construction retirement plans → · Plans in California →
Amg & Associates, LLC Rollover-Only Money Purchase Plan in the asset neighbourhood
Amg & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Amg & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $959K 13.990748124553171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $1M |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 6 | $959K |
Amg & Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$78K |
| Employer EIN | 954847273 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
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
Amg & Associates, LLC Rollover-Only Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan in NC ($1M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.