Money Purchase · DOL Form 5500 · 2023

The Guidance Center Money Purchase Plan

Data updated 2026-08-11

$9M
Total assets
156
Participants
57th
Percentile by assets
$59,224
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
156
covered participants
57th
percentile by assets (of 127,072 plans)
$59,224
avg assets per participant

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 →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Guidance Center Money Purchase Plan reports 156 participants - about 19% of that state average ($9M EOY assets).

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)

$14M$15M$16M$17M 202220232024 $14.5M $15.1M ▲ +4.4%
Total plan assets by year, all The Guidance Center plans on file
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

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 …Central Pennsylvania…Duane Morris Retirem…IBEW Local Union 375…Milton Hershey Schoo…Retirement Plan for …
The Guidance Center Money Purchase Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The Guidance Center Money Purchase Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on The Guidance Center Money Purchase Plan's numbers.