Money Purchase · DOL Form 5500 · 2023
Kevin Knopf Money Purchase Plan
Data updated 2026-08-25
- $612K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $612,000
- Avg per participant High balance/head
Official DOL plan name: Kevin Knopf Money Purchase Plan & Trust · Sponsored by Kevin Knopf · California · Healthcare & Social Assistance
$612K in assets, 1 participants
Kevin Knopf's Kevin Knopf Money Purchase Plan & Trust reported $612K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,638 in Healthcare & Social Assistance (17,684 peers)
Kevin Knopf multi-year trail
Kevin Knopf's plans moved +39.0% in assets from 2022 to 2024; this filing shows Kevin Knopf Money Purchase Plan & Trust at $612K / 1 participant.
- #2,638
- in Healthcare & Social Assistance (17,684 peers)
- +15.3%
- assets growth YoY
Kevin Knopf Money Purchase Plan & Trust among the smaller filed plans by assets
Kevin Knopf Money Purchase Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$612,000 20th percentile higher than 20% 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
Kevin Knopf Money Purchase Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kevin Knopf Money Purchase Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kevin Knopf Money Purchase Plan & Trust reported net income rose from -$32K in the plan year 2022 filing to $81K in the plan year 2023 filing.
- Kevin Knopf Money Purchase Plan & Trust end-of-year assets rose from $531K in the plan year 2022 filing to $612K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362041920 · Kevin Knopf PY 2023 · Money Purchase
Kevin Knopf Money Purchase Plan & Trust · $612K · 1 · 20th
- EOY $612K
- EOY 1
- EOY 20th
- EOY Money Purchase
- EOY near Rmk Farms Inc. Employee Money Purchase Pension Plan
- EOY ind #2638
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 →
Kevin Knopf Money Purchase Plan & Trust in the asset neighbourhood
Kevin Knopf multi-year asset trail
Sponsor-wide plan assets over time
All Kevin Knopf plans reported in each filing year
- Latest sponsor-wide plan assets
- $738K 39.04786842258939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $531K |
| 2023 | 1 | 1 | $612K |
| 2024 | 1 | 1 | $738K |
Kevin Knopf filing trail (2023)
| Total Assets (Beginning of Year) | $531K |
|---|---|
| Net Assets (End of Year) | $612K |
| Net Income | $81K |
| Employer EIN | 362041920 |
| Plan Effective Date | 1997-01-01 |
| 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
Kevin Knopf Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Rmk Farms Inc. Employee Money Purchase Pension Plan in WA ($610K); 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 ($612K here).
- Rmk Farms Inc. Employee Money Purchase Pension Plan (WA) $610K · 3
- Wentworth Tire Services Inc.Money Purchase Pension Plan (IL) $610K · 38
- Steinhardt Management Company, Inc. Money Purchase Plan (NY) $617K · 7
- American Association of University Professors- Uconn Chapter Money Purchase Plan (CT) $607K · 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.