Money Purchase · DOL Form 5500 · 2023
Compass Family Services Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $39,399
- Avg per participant Low balance/head
Official DOL plan name: Compass Family Services Retirement Plan · Sponsored by Compass Family Services · California · Healthcare & Social Assistance
$4M in assets, 93 participants
Compass Family Services's Compass Family Services Retirement Plan reported $4M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,226 in Healthcare & Social Assistance (17,684 peers)
Compass Family Services multi-year trail
Compass Family Services's plans moved +63.6% in assets from 2022 to 2024; this filing shows Compass Family Services Retirement Plan at $4M / 93 participants.
- #7,226
- in Healthcare & Social Assistance (17,684 peers)
- +25.3%
- assets growth YoY
Compass Family Services Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Compass Family Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,664,127 39th percentile higher than 39% 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
Compass Family Services Retirement 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. Compass Family Services Retirement Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Family Services Retirement Plan reported net income rose from -$449K in the plan year 2022 filing to $741K in the plan year 2023 filing.
- Compass Family Services Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Compass Family Services Retirement Plan reported participants rose from 92 in the plan year 2022 filing to 93 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941156622 · Compass Family Services PY 2023 · Money Purchase
Compass Family Services Retirement Plan · $4M · 93 · 39th
- PCT $4M
- PCT 93
- PCT 39th
- PCT Money Purchase
- PCT near Profit Sharing Plan & Trust of Massie Furniture Company, Inc.
- PCT ind #7226
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 →
Compass Family Services Retirement Plan in the asset neighbourhood
Compass Family Services multi-year asset trail
Sponsor-wide plan assets over time
All Compass Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 63.59615179832257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $6M |
| 2023 | 2 | 241 | $8M |
| 2024 | 2 | 303 | $9M |
Compass Family Services filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $741K |
| Employer EIN | 941156622 |
| Plan Effective Date | 1980-07-01 |
| 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
Compass Family Services Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Profit Sharing Plan & Trust of Massie Furniture Company, Inc. in NC ($4M); by covered participants it is Northeast New Jersey Legal Services Employees' Savings Plan in NJ (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Northeast New Jersey Legal Services Employees' Savings Plan (NJ) 92 · 1 off
- Legal Aid Society Money Purchase Pension Plan (OH) 92 · 1 off
- Carnegie Corporation of New York Defined Contribution Retirement Plan (NY) 92 · 1 off
- Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. (NY) 94 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.