Money Purchase · DOL Form 5500 · 2023
W. S. B. Electric Money Purchase Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $166,448
- Avg per participant Above avg balance/head
Official DOL plan name: W. S. B. Electric Money Purchase Pension Plan · Sponsored by W. S. B. Electric Money Purchase Pension Plan · California · Construction
$2M in assets, 15 participants
W. S. B. Electric Money Purchase Pension Plan's W. S. B. Electric Money Purchase Pension Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,797 in Construction (9,030 peers)
W. S. B. Electric Money Purchase Pension Plan multi-year trail
W. S. B. Electric Money Purchase Pension Plan's plans moved -67.6% in assets from 2022 to 2024; this filing shows W. S. B. Electric Money Purchase Pension Plan at $2M / 15 participants.
- #2,797
- in Construction (9,030 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $449K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W. S. B. Electric Money Purchase Pension Plan among the smaller filed plans by assets
W. S. B. Electric Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,496,721 33rd percentile higher than 33% 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
W. S. B. Electric Money Purchase Pension 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. W. S. B. Electric Money Purchase Pension Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W. S. B. Electric Money Purchase Pension Plan reported net income fell from $69K in the plan year 2022 filing to -$449K in the plan year 2023 filing.
- W. S. B. Electric Money Purchase Pension Plan reported participants rose from 2 in the plan year 2022 filing to 15 in the plan year 2023 filing.
- W. S. B. Electric Money Purchase Pension Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 942509987 · W. S. B. Electric Money Purchase Pension Plan PY 2023 · Money Purchase
W. S. B. Electric Money Purchase Pension Plan · $2M · 15 · 33rd
- SCH $2M
- EBSA 15
- PART 33rd
- TYPE Money Purchase
- NET near Lawrence-Lynch Corp. Pension Plan
- BOOK ind #2797
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 Construction retirement plans → · Plans in California →
W. S. B. Electric Money Purchase Pension Plan in the asset neighbourhood
W. S. B. Electric Money Purchase Pension Plan multi-year asset trail
Sponsor-wide plan assets over time
All W. S. B. Electric Money Purchase Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $953K 67.64886418805828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | N/A | $953K |
W. S. B. Electric Money Purchase Pension Plan filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$449K |
| Employer EIN | 942509987 |
| Plan Effective Date | 1980-07-03 |
| 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
W. S. B. Electric Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Lawrence-Lynch Corp. Pension Plan in MA ($2M); by covered participants it is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.