Money Purchase · DOL Form 5500 · 2023
St Charles Mesa Water District Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $88,781
- Avg per participant Below avg balance/head
Official DOL plan name: St Charles Mesa Water District Money Purchase Plan and Trust · Sponsored by St Charles Mesa Water District · Colorado · Utilities
$1M in assets, 12 participants
St Charles Mesa Water District's St Charles Mesa Water District Money Purchase Plan and Trust reported $1M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #47 in Utilities (721 peers)
St Charles Mesa Water District multi-year trail
St Charles Mesa Water District's plans moved -21.4% in assets from 2022 to 2024; this filing shows St Charles Mesa Water District Money Purchase Plan and Trust at $1M / 12 participants.
- #47
- in Utilities (721 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St Charles Mesa Water District Money Purchase Plan and Trust among the smaller filed plans by assets
St Charles Mesa Water District Money Purchase Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,065,373 24th percentile higher than 24% 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
St Charles Mesa Water District Money Purchase Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Charles Mesa Water District Money Purchase Plan and Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St Charles Mesa Water District Money Purchase Plan and Trust reported net income rose from -$274K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
- St Charles Mesa Water District Money Purchase Plan and Trust reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- St Charles Mesa Water District Money Purchase Plan and Trust end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 840530580 · St Charles Mesa Water District PY 2023 · Money Purchase
St Charles Mesa Water District Money Purchase Plan and Trust · $1M · 12 · 24th
- PCT $1M
- EIN 12
- RANK 24th
- PHOTO Money Purchase
- IND near Joseph Tseng Self-Employed Money Purchase Fidelity Plan
- EOY ind #47
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 Utilities retirement plans → · Plans in Colorado →
St Charles Mesa Water District Money Purchase Plan and Trust in the asset neighbourhood
St Charles Mesa Water District multi-year asset trail
Sponsor-wide plan assets over time
All St Charles Mesa Water District plans reported in each filing year
- Latest sponsor-wide plan assets
- $858K 21.42116339250652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $1M |
| 2023 | 1 | 12 | $1M |
| 2024 | 1 | 11 | $858K |
St Charles Mesa Water District filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$27K |
| Employer EIN | 840530580 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Colorado
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Valley View Hospital Money Purchase Plan $51M · 1,023
- Salud Family Health Retirement Plan $30M · 534
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $23M · 90
- American Medical Response Hawaii Money Purchase Pension Plan $20M · 36
- San Luis Valley Health Money Purchase Plan $16M · 586
St Charles Mesa Water District Money Purchase Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Colorado, the nearest Money Purchase by assets is Joseph Tseng Self-Employed Money Purchase Fidelity Plan in MI ($1M); by covered participants it is Wilson Tire and Automotive 401(k) Plan in NC (12 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 (12 participants); asset peers above are excluded.
- Wilson Tire and Automotive 401(k) Plan (NC) 12 · 0 off
- Neuro Diagnostico Del Oeste, Csp Retirement Plan (PR) 12 · 0 off
- Sam Berman and Sons Retirement Trust (IA) 12 · 0 off
- Line and Space LLC Money Purchase Plan (AZ) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.