Money Purchase · DOL Form 5500 · 2023

SOURCEWISE Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
66
Participants Small participant base
36th
Percentile by assets National rank
$46,458
Avg per participant Low balance/head
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Official DOL plan name: Sourcewise Money Purchase Pension Plan · Sponsored by SOURCEWISE · California · Other Services

$3M in assets, 66 participants

SOURCEWISE's Sourcewise Money Purchase Pension Plan reported $3M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,699 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Sourcewise Money Purchase Pension Plan ranks #4,699 of 7,857 2023 filers by assets (655% of the sector average)-$3M for 66 participants.

#4,699
in Other Services (7,857 peers)
+22.2%
assets growth YoY

Sourcewise Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers

Sourcewise Money Purchase Pension Plan vs every filed plan by assets

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

$3,066,258 36th percentile higher than 36% 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

Sourcewise Money Purchase Pension 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. Sourcewise Money Purchase Pension Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sourcewise Money Purchase Pension Plan reported net income rose from -$457K in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Sourcewise Money Purchase Pension Plan reported participants rose from 54 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Sourcewise Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942256503 · SOURCEWISE PY 2023 · Money Purchase

Sourcewise Money Purchase Pension Plan · $3M · 66 · 36th

  • RANK $3M
  • RANK 66
  • RANK 36th
  • RANK Money Purchase
  • RANK near Geimer, Ehrlich & Gross PA Money Purchase Pension
  • RANK ind #4699

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 Other Services retirement plans → · Plans in California →

Sourcewise Money Purchase Pension Plan in the asset neighbourhood

Geimer, Ehrlich & Gross PA Money Purchase PensionGeimer, Ehrlich & Gross PA M…$3MSourcewise Money Purchase Pension PlanSourcewise Money Purchase Pe…$3MRobert F. Kennedy Center for Justice & Human Rights Retirement PlanRobert F. Kennedy Center for…$3MMasker Fruit Farms Employee Pension PlanMasker Fruit Farms Employee …$3MMoney Purchase Plan as Adopted by Williams Steel Erection Co., Inc.Money Purchase Plan as Adopt…$3M
End-of-year total assets ($M) among Sourcewise Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$557K
Employer EIN942256503
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEWISE)

Sponsor-wide plan assets over time

All SOURCEWISE plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.33140826830642% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.51M $3.62M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 54 $3M
2023 1 66 $3M
2024 1 76 $4M

Nearby Money Purchase Plans in California

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

Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sourcewise Money Purchase Pension Plan, Total assets ($B): 0.003066258 · Participants: 66Sourcewise 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
Sourcewise Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Sourcewise Money Purchase Pension Plan side-by-side with 3 peers →

Sourcewise Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Geimer, Ehrlich & Gross PA Money Purchase Pension in MD ($3M); by covered participants it is Retirement Plan of Bridges Healthcare, Inc. - Plan 1 (Frozen) in CT (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Sourcewise Money Purchase Pension Plan assets move in 2023? ▼
Sourcewise Money Purchase Pension Plan grew sharply - up 22.2% during 2023, from $3M to $3M. Reported net income was $557K.
How have SOURCEWISE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEWISE's sponsor-wide assets grew 44.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Geimer, Ehrlich & Gross PA Money Purchase Pension in MD ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Sourcewise Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Bridges Healthcare, Inc. - Plan 1 (Frozen) in CT (66 participants, $6M 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 942256503.

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.