Money Purchase · DOL Form 5500 · 2023

Lung Rose Voss & Wagnild Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
34
Participants Small participant base
65th
Percentile by assets National rank
$400,590
Avg per participant High balance/head
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Official DOL plan name: Lung Rose Voss & Wagnild Money Purchase Pension Plan · Sponsored by Lung Rose Voss & Wagnild · Hawaii · Professional & Technical Services

$14M in assets, 34 participants

Lung Rose Voss & Wagnild's Lung Rose Voss & Wagnild Money Purchase Pension Plan reported $14M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,094 in Professional & Technical Services (20,321 peers)

Lung Rose Voss & Wagnild multi-year trail

Lung Rose Voss & Wagnild's plans moved +31.4% in assets from 2022 to 2024; this filing shows Lung Rose Voss & Wagnild Money Purchase Pension Plan at $14M / 34 participants.

#13,094
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY

Lung Rose Voss & Wagnild Money Purchase Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lung Rose Voss & Wagnild Money Purchase Pension Plan vs every filed plan by assets

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

$13,620,070 Top 35% higher than 65% 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

Lung Rose Voss & Wagnild 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. Lung Rose Voss & Wagnild Money Purchase Pension Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lung Rose Voss & Wagnild Money Purchase Pension Plan reported net income rose from -$860K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lung Rose Voss & Wagnild Money Purchase Pension Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Lung Rose Voss & Wagnild Money Purchase Pension Plan reported participants fell from 35 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990243681 · Lung Rose Voss & Wagnild PY 2023 · Money Purchase

Lung Rose Voss & Wagnild Money Purchase Pension Plan · $14M · 34 · 65th

  • RANK $14M
  • PHOTO 34
  • IND 65th
  • EOY Money Purchase
  • 5500 near Laner Muchin Ltd Money Purchase Pension Plan
  • ASSETS ind #13094

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 Hawaii →

Lung Rose Voss & Wagnild Money Purchase Pension Plan in the asset neighbourhood

Lung Rose Voss & Wagnild Money Purchase Pension PlanLung Rose Voss & Wagnild Mon…$14MLaner Muchin Ltd Money Purchase Pension PlanLaner Muchin Ltd Money Purch…$14MBankers Finance Capital Corp. Employee Retirement PlanBankers Finance Capital Corp…$14MAssociation of Public and Land-Grant Universities Aplu-DC PlanAssociation of Public and La…$14MTinker Federal Credit Union Target Benefit PlanTinker Federal Credit Union …$14M
End-of-year total assets ($M) among Lung Rose Voss & Wagnild Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Lung Rose Voss & Wagnild multi-year asset trail

Sponsor-wide plan assets over time

All Lung Rose Voss & Wagnild plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.42053787876916% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.7M $15.4M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 35 $12M
2023 1 34 $14M
2024 1 40 $15M

Lung Rose Voss & Wagnild filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN990243681
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Hawaii

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

Lung Rose Voss & Wagnild Money Purchase Pension Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Lung Rose Voss & Wagnild Money Purchase Pension Plan, Total assets ($M): 13.62007 · Participants: 34Lung Rose Voss & Wagnild Money Purchase Pension PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 576.752041 · Participants: 3972Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 348.981775 · Participants: 1444Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 302.429621 · Participants: 2894Hawaii Laborers' Annuity FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 226.817643 · Participants: 1616Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 214.377518 · Participants: 1424Pamcah-Ua Local 675 Annuity Plan
Lung Rose Voss & Wagnild Money Purchase Pension Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Lung Rose Voss & Wagnild Money Purchase Pension Plan side-by-side with 3 peers →

Lung Rose Voss & Wagnild Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Laner Muchin Ltd Money Purchase Pension Plan in IL ($14M); by covered participants it is Spence-Chapin Services to Families and Children in NY (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Lung Rose Voss & Wagnild Money Purchase Pension Plan assets move in 2023? ▼
Lung Rose Voss & Wagnild Money Purchase Pension Plan grew sharply - up 16.1% during 2023, from $12M to $14M. Reported net income was $2M.
How have Lung Rose Voss & Wagnild plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lung Rose Voss & Wagnild's sponsor-wide assets grew 31.4%, from $12M to $15M.
Which Money Purchase plans are similar in size to Lung Rose Voss & Wagnild Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Laner Muchin Ltd Money Purchase Pension Plan in IL ($14M, 53 participants).
Which Money Purchase plans cover a similar participant headcount to Lung Rose Voss & Wagnild Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Spence-Chapin Services to Families and Children in NY (34 participants, $4M 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 990243681.

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.