Money Purchase · DOL Form 5500 · 2023
Leland Cox, M.D., Inc. Money Purchase Plan
Data updated 2026-08-25
- $189K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $188,950
- Avg per participant Above avg balance/head
Official DOL plan name: Leland Cox, M.D., Inc. Money Purchase Pension Plan · Sponsored by Leland Cox, M.D., Inc. · California · Healthcare & Social Assistance
$189K in assets, 1 participants
Leland Cox, M.D., Inc.'s Leland Cox, M.D., Inc. Money Purchase Pension Plan reported $189K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #1,259 in Healthcare & Social Assistance (17,684 peers)
Leland Cox, M.D., Inc. multi-year trail
Leland Cox, M.D., Inc.'s plans moved +13.1% in assets from 2022 to 2024; this filing shows Leland Cox, M.D., Inc. Money Purchase Pension Plan at $189K / 1 participant.
- #1,259
- in Healthcare & Social Assistance (17,684 peers)
- +5.8%
- assets growth YoY
Leland Cox, M.D., Inc. Money Purchase Pension Plan among the smaller filed plans by assets
Leland Cox, M.D., Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$188,950 10th percentile higher than 10% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Leland Cox, M.D., Inc. Money Purchase Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leland Cox, M.D., Inc. Money Purchase Pension Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leland Cox, M.D., Inc. Money Purchase Pension Plan reported net income fell from $13K in the plan year 2022 filing to $10K in the plan year 2023 filing.
- Leland Cox, M.D., Inc. Money Purchase Pension Plan end-of-year assets rose from $179K in the plan year 2022 filing to $189K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953803119 · Leland Cox, M.D., Inc. PY 2023 · Money Purchase
Leland Cox, M.D., Inc. Money Purchase Pension Plan · $189K · 1 · 10th
- PART $189K
- TYPE 1
- NET 10th
- BOOK Money Purchase
- VS-ST near Centro De Medicina De Familia De Las Piedras, Psc.
- BOY ind #1259
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 California →
Leland Cox, M.D., Inc. Money Purchase Pension Plan in the asset neighbourhood
Leland Cox, M.D., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Leland Cox, M.D., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $202K 13.070211788950239% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $179K |
| 2023 | 1 | 1 | $189K |
| 2024 | 1 | 1 | $202K |
Leland Cox, M.D., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $179K |
|---|---|
| Net Assets (End of Year) | $189K |
| Net Income | $10K |
| Employer EIN | 953803119 |
| Plan Effective Date | 1982-08-04 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Leland Cox, M.D., Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Centro De Medicina De Familia De Las Piedras, Psc. in PR ($189K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189K here).
- Centro De Medicina De Familia De Las Piedras, Psc. (PR) $189K · 12
- Lozada Amill Retirement Plan (PR) $187K · 3
- Provisiones San Miguel Retirement Plan (PR) $192K · 2
- Luis T. Gandia Mantaras Retirement Plan (PR) $193K · 4
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.