Money Purchase · DOL Form 5500 · 2023

Warren I Dotz Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
3
Participants Small participant base
56th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Warren I Dotz Md Money Purchase Pension Plan · Sponsored by Warren I Dotz · California · Healthcare & Social Assistance

$9M in assets, 3 participants

Warren I Dotz's Warren I Dotz Md Money Purchase Pension Plan reported $9M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,952 in Healthcare & Social Assistance (17,684 peers)

Warren I Dotz multi-year trail

Warren I Dotz's plans moved +23.5% in assets from 2023 to 2024; this filing shows Warren I Dotz Md Money Purchase Pension Plan at $9M / 3 participants.

#10,952
in Healthcare & Social Assistance (17,684 peers)
+29.4%
assets growth YoY

Warren I Dotz Md Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Warren I Dotz Md Money Purchase Pension Plan vs every filed plan by assets

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

$8,990,589 Top 44% higher than 56% 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

Warren I Dotz Md 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. Warren I Dotz Md Money Purchase Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942992978 · Warren I Dotz PY 2023 · Money Purchase

Warren I Dotz Md Money Purchase Pension Plan · $9M · 3 · 56th

  • RANK $9M
  • RANK 3
  • RANK 56th
  • RANK Money Purchase
  • RANK near Fidelity Money Purchase Plan
  • RANK ind #10952

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 →

Warren I Dotz Md Money Purchase Pension Plan in the asset neighbourhood

St. Benedict Health Center Employees Pension PlanSt. Benedict Health Center E…$9MFacility Solutions Group, Inc Davis-Bacon Pension Plan & TrustFacility Solutions Group, In…$9MFidelity Money Purchase Plan$9MWarren I Dotz Md Money Purchase Pension PlanWarren I Dotz Md Money Purch…$9MIlwu Local 142 Maui Division Retirement Benefit PlanIlwu Local 142 Maui Division…$9M
End-of-year total assets ($M) among Warren I Dotz Md Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Warren I Dotz multi-year asset trail

Sponsor-wide plan assets over time

All Warren I Dotz plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.502671103681205% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12.2M $15.1M ▲ +23.5%
Year Plans Participants Total Assets
2023 2 6 $12M
2024 2 8 $15M

Warren I Dotz filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN942992978
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Warren I Dotz Md Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Warren I Dotz Md Money Purchase Pension Plan, Total assets ($B): 0.008990589 · Participants: 3Warren I Dotz Md 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
Warren I Dotz Md Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Warren I Dotz Md Money Purchase Pension Plan side-by-side with 3 peers →

Warren I Dotz Md Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Fidelity Money Purchase Plan in IA ($9M); 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 Warren I Dotz Md Money Purchase Pension Plan assets move in 2023? ▼
Warren I Dotz Md Money Purchase Pension Plan grew sharply - up 29.4% during 2023, from $7M to $9M. Reported net income was $2M.
How have Warren I Dotz plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Warren I Dotz's sponsor-wide assets grew 23.5%, from $12M to $15M.
Which Money Purchase plans are similar in size to Warren I Dotz Md Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Fidelity Money Purchase Plan in IA ($9M, 249 participants).
Which Money Purchase plans cover a similar participant headcount to Warren I Dotz Md 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 942992978.

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.