Money Purchase · DOL Form 5500 · 2023
Warren I Dotz Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 3
- Participants
- 56th
- Percentile by assets
- $3.0M
- Avg per participant
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.
- 56th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 3
- covered participants
- 56th
- percentile by assets (of 127,072 plans)
- $3.0M
- avg assets per participant
Warren I Dotz across 2 plan years on file
Across the 2 plan years Warren I Dotz has on file (2023-2024), sponsor-wide plan assets have moved from $12M to $15M, a gain of 23.5%, while reported participants moved from 6 to 8 (+33.3%).
Warren I Dotz multi-year asset trail
| 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 EIN | 942992978 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Warren I Dotz Md Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Warren I Dotz Md Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Warren I Dotz Md Money Purchase Pension Plan assets move in 2023? ▼
How have Warren I Dotz plan assets changed over time? ▼
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Multi-year trail
Ways to act on Warren I Dotz Md Money Purchase Pension Plan's numbers.
- By total assets, Warren I Dotz Md Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Warren I Dotz's sponsor-wide assets have grown 23.5% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans