Money Purchase · DOL Form 5500 · 2023

Bewley, Lassleben & Miller, LLP Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
29
Participants Small participant base
63rd
Percentile by assets National rank
$420,411
Avg per participant High balance/head
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Official DOL plan name: Bewley, Lasslebn & Miller Money Purchase Pension Plan · Sponsored by Bewley, Lassleben & Miller, LLP · California · Professional & Technical Services

$12M in assets, 29 participants

Bewley, Lassleben & Miller, LLP's Bewley, Lasslebn & Miller Money Purchase Pension Plan reported $12M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,594 in Professional & Technical Services (20,321 peers)

Bewley, Lassleben & Miller, LLP multi-year trail

Bewley, Lassleben & Miller, LLP's plans moved +28.0% in assets from 2022 to 2024; this filing shows Bewley, Lasslebn & Miller Money Purchase Pension Plan at $12M / 29 participants.

#12,594
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Bewley, Lasslebn & Miller Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bewley, Lasslebn & Miller Money Purchase Pension Plan vs every filed plan by assets

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

$12,191,908 Top 37% higher than 63% 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

Bewley, Lasslebn & Miller 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. Bewley, Lasslebn & Miller Money Purchase Pension Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bewley, Lasslebn & Miller Money Purchase Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bewley, Lasslebn & Miller Money Purchase Pension Plan reported participants rose from 25 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Bewley, Lasslebn & Miller Money Purchase Pension 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 →

Published 5500 schedule card

Filing strip 952039611 · Bewley, Lassleben & Miller, LLP PY 2023 · Money Purchase

Bewley, Lasslebn & Miller Money Purchase Pension Plan · $12M · 29 · 63rd

  • NET $12M
  • BOOK 29
  • VS-ST 63rd
  • BOY Money Purchase
  • SCH near Ocean Conservancy 401(a) DC Plan
  • EBSA ind #12594

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 Professional & Technical Services retirement plans → · Plans in California →

Bewley, Lasslebn & Miller Money Purchase Pension Plan in the asset neighbourhood

Earp Meat Company Inc Money Purchase Pension Plan and TrustEarp Meat Company Inc Money …$12MArendell Parrott Academy, Inc. Retirement PlanArendell Parrott Academy, In…$12MBewley, Lasslebn & Miller Money Purchase Pension PlanBewley, Lasslebn & Miller Mo…$12MOcean Conservancy 401(a) DC PlanOcean Conservancy 401(a) DC …$12MPension Plan for the Clergymen of the Serbian Othodox Church in the United States & CanadaPension Plan for the Clergym…$12M
End-of-year total assets ($M) among Bewley, Lasslebn & Miller Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Bewley, Lassleben & Miller, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bewley, Lassleben & Miller, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.98999312623916% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.8M $13.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 25 $11M
2023 1 29 $12M
2024 1 23 $14M

Bewley, Lassleben & Miller, LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN952039611
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Bewley, Lasslebn & Miller Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bewley, Lasslebn & Miller Money Purchase Pension Plan, Total assets ($B): 0.012191908 · Participants: 29Bewley, Lasslebn & Miller 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
Bewley, Lasslebn & Miller Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bewley, Lasslebn & Miller Money Purchase Pension Plan side-by-side with 3 peers →

Bewley, Lasslebn & Miller Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Ocean Conservancy 401(a) DC Plan in DC ($12M); by covered participants it is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Bewley, Lasslebn & Miller Money Purchase Pension Plan assets move in 2023? ▼
Bewley, Lasslebn & Miller Money Purchase Pension Plan grew at a solid clip - up 13.2% during 2023, from $11M to $12M. Reported net income was $1M.
How have Bewley, Lassleben & Miller, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bewley, Lassleben & Miller, LLP's sponsor-wide assets grew 28.0%, from $11M to $14M.
Which Money Purchase plans are similar in size to Bewley, Lasslebn & Miller Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ocean Conservancy 401(a) DC Plan in DC ($12M, 130 participants).
Which Money Purchase plans cover a similar participant headcount to Bewley, Lasslebn & Miller Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants, $2M 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 952039611.

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.