Money Purchase · DOL Form 5500 · 2023

Bruce Hogan Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$571,622
Avg per participant High balance/head
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Official DOL plan name: Bruce Hogan Money Purchase Plan · Sponsored by Bruce Hogan · California · Professional & Technical Services

$1M in assets, 2 participants

Bruce Hogan's Bruce Hogan Money Purchase Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,092 in Professional & Technical Services (20,321 peers)

Bruce Hogan multi-year trail

Bruce Hogan's plans moved +41.2% in assets from 2022 to 2024; this filing shows Bruce Hogan Money Purchase Plan at $1M / 2 participants.

#4,092
in Professional & Technical Services (20,321 peers)
+16.7%
assets growth YoY

Bruce Hogan Money Purchase Plan among the smaller filed plans by assets

Bruce Hogan Money Purchase Plan vs every filed plan by assets

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

$1,143,243 25th percentile higher than 25% 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

Bruce Hogan Money Purchase 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. Bruce Hogan Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruce Hogan Money Purchase Plan reported net income rose from -$247K in the plan year 2022 filing to $164K in the plan year 2023 filing.
  • Bruce Hogan Money Purchase Plan end-of-year assets rose from $979K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770091133 · Bruce Hogan PY 2023 · Money Purchase

Bruce Hogan Money Purchase Plan · $1M · 2 · 25th

  • SCH $1M
  • EBSA 2
  • PART 25th
  • TYPE Money Purchase
  • NET near Money Purchase Plan for Mark a. Smith Md Inc
  • BOOK ind #4092

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 →

Bruce Hogan Money Purchase Plan in the asset neighbourhood

Scandpower Inc$1MCbd Docusource Profit Sharing PlanCbd Docusource Profit Sharin…$1MBruce Hogan Money Purchase PlanBruce Hogan Money Purchase P…$1MMoney Purchase Plan for Mark a. Smith Md IncMoney Purchase Plan for Mark…$1MSealift Shipyards Inc Money Purchase PlanSealift Shipyards Inc Money …$1M
End-of-year total assets ($M) among Bruce Hogan Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Bruce Hogan multi-year asset trail

Sponsor-wide plan assets over time

All Bruce Hogan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.215316658582786% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2M $2.83M ▲ +41.5%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Bruce Hogan filing trail (2023)

Total Assets (Beginning of Year)$979K
Net Assets (End of Year)$1M
Net Income$164K
Employer EIN770091133
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Bruce Hogan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bruce Hogan Money Purchase Plan, Total assets ($B): 0.001143243 · Participants: 2Bruce Hogan Money Purchase 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
Bruce Hogan Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Bruce Hogan Money Purchase Plan side-by-side with 3 peers →

Bruce Hogan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Money Purchase Plan for Mark a. Smith Md Inc in OH ($1M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Bruce Hogan Money Purchase Plan assets move in 2023? ▼
Bruce Hogan Money Purchase Plan grew sharply - up 16.7% during 2023, from $979K to $1M. Reported net income was $164K.
How have Bruce Hogan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Hogan's sponsor-wide assets grew 41.2%, from $2M to $3M.
Where does Bruce Hogan Money Purchase Plan rank by assets among Form 5500 filers? ▼
Bruce Hogan Money Purchase Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Bruce Hogan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan for Mark a. Smith Md Inc in OH ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Bruce Hogan Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 770091133.

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.