Money Purchase · DOL Form 5500 · 2023

Smith & Susson, LLP Money Purchase Plan

Data updated 2026-08-25

$1K
Total assets Small plan by assets: N/A
Participants Small participant base: 1st
Percentile by assets National rank

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Official DOL plan name: Smith & Susson, LLP Money Purchase Pension Plan · Sponsored by Smith & Susson, LLP · California · Professional & Technical Services

$1K in assets, N/A participants

Smith & Susson, LLP's Smith & Susson, LLP Money Purchase Pension Plan reported $1K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

#111 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Smith & Susson, LLP Money Purchase Pension Plan holds $1K for N/A participants, among the smaller plans by assets on file.

#111
in Professional & Technical Services (20,321 peers): +0.2%
assets growth YoY

Smith & Susson, LLP Money Purchase Pension Plan among the smaller filed plans by assets

Smith & Susson, LLP Money Purchase Pension Plan vs every filed plan by assets

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

$1,356 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 330815661 · Smith & Susson, LLP PY 2023 · Money Purchase

Smith & Susson, LLP Money Purchase Pension Plan · $1K · N/A · 1st

5500 $1K
ASSETS N/A
PCT 1st
EIN Money Purchase
RANK near Burrell Behavioral Health 403a Retirement Plan
PHOTO ind #111

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 →

End-of-year total assets ($M) among Smith & Susson, LLP Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$1K
Net Assets (End of Year)	$1K
Net Income	$3
Employer EIN	330815661
Plan Effective Date	1998-07-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Smith & Susson, LLP)

Latest sponsor-wide plan assets: $1K 0.22172949002217296% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1K
2023	1	N/A	$1K

Nearby Money Purchase Plans in California

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

Smith & Susson, LLP Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

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

Compare Smith & Susson, LLP Money Purchase Pension Plan side-by-side with 3 peers →

Smith & Susson, LLP Money Purchase Pension Plan's closest out-of-state Money Purchase peers by assets

Outside California, the nearest Money Purchase by end-of-year assets is Burrell Behavioral Health 403a Retirement Plan in MO at $752 (this filing: $1K).

Closest by plan assets

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

Burrell Behavioral Health 403a Retirement Plan (MO) $752 · 2,038
Epstein Becker & Green, P.C. Target Benefit Plan (NY) $330 · N/A
Northwestern Medical Center, Inc. Money Purchase Pension Plan (VT) $276 · 453
Mundie & Co Profit Sharing Plan (IL) $110 · 1

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 Smith & Susson, LLP Money Purchase Pension Plan assets move in 2023? ▼

Smith & Susson, LLP Money Purchase Pension Plan held essentially flat - up 0.2% during 2023, from $1K to $1K. Reported net income was $3.

How have Smith & Susson, LLP plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Smith & Susson, LLP's sponsor-wide assets grew 0.2%, from $1K to $1K.

Where does Smith & Susson, LLP Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼

Smith & Susson, LLP Money Purchase Pension Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Smith & Susson, LLP Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Burrell Behavioral Health 403a Retirement Plan in MO ($752, 2,038 participants).

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 330815661.