Money Purchase · DOL Form 5500 · 2023

The Guidance Center Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
156
Participants Small participant base
57th
Percentile by assets National rank
$59,224
Avg per participant Low balance/head
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Official DOL plan name: The Guidance Center Money Purchase Plan · Sponsored by The Guidance Center · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 156 participants

The Guidance Center's The Guidance Center Money Purchase Plan reported $9M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,062 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

The Guidance Center Money Purchase Plan covers 156 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#11,062
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

The Guidance Center Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Guidance Center Money Purchase Plan vs every filed plan by assets

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

$9,239,008 Top 43% higher than 57% 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

The Guidance Center Money Purchase Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Guidance Center Money Purchase Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Guidance Center Money Purchase Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Guidance Center Money Purchase Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Guidance Center Money Purchase Plan reported participants rose from 148 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251469392 · The Guidance Center PY 2023 · Money Purchase

The Guidance Center Money Purchase Plan · $9M · 156 · 57th

  • PHOTO $9M
  • PHOTO 156
  • PHOTO 57th
  • PHOTO Money Purchase
  • PHOTO near Northeast Financial Consultants Inc
  • PHOTO ind #11062

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 Pennsylvania →

The Guidance Center Money Purchase Plan in the asset neighbourhood

Ohio Bricklayers Local No. 8 Security PlanOhio Bricklayers Local No. 8…$9MAsbestos Workers Syracuse Annuity FundAsbestos Workers Syracuse An…$9MThe Guidance Center Money Purchase PlanThe Guidance Center Money Pu…$9MNortheast Financial Consultants IncNortheast Financial Consulta…$9MNorthwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp AspectNorthwest Permanente, P.C. R…$9M
End-of-year total assets ($M) among The Guidance Center Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN251469392
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guidance Center)

Sponsor-wide plan assets over time

All The Guidance Center plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.43205098016333% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.5M $15.1M ▲ +4.4%
Year Plans Participants Total Assets
2022 2 296 $14M
2023 2 312 $17M
2024 2 223 $15M

Nearby Money Purchase Plans in Pennsylvania

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

The Guidance Center Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants The Guidance Center Money Purchase Plan, Total assets ($M): 9.239008 · Participants: 156The Guidance Center Money Purchase PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
The Guidance Center Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare The Guidance Center Money Purchase Plan side-by-side with 3 peers →

The Guidance Center Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Northeast Financial Consultants Inc in CT ($9M); by covered participants it is Sullivan & Worcester LLP Retirement Plan in MA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 The Guidance Center Money Purchase Plan assets move in 2023? ▼
The Guidance Center Money Purchase Plan grew sharply - up 17.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have The Guidance Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guidance Center's sponsor-wide assets grew 4.4%, from $14M to $15M.
Which Money Purchase plans are similar in size to The Guidance Center Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northeast Financial Consultants Inc in CT ($9M, 9 participants).
Which Money Purchase plans cover a similar participant headcount to The Guidance Center Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sullivan & Worcester LLP Retirement Plan in MA (156 participants, $86M 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 251469392.

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.