Money Purchase · DOL Form 5500 · 2024
Henney Wealth Management, Inc. Money Purchase Plan
Data updated 2026-08-11
- $167K
- Total assets
- 2
- Participants
- 9th
- Percentile by assets
- $83,654
- Avg per participant
Official DOL plan name: Henney Wealth Management, Inc. Money Purchase Plan · Sponsored by Henney Wealth Management, Inc. · California · Finance & Insurance
$167K in assets, 2 participants
Henney Wealth Management, Inc.'s Henney Wealth Management, Inc. Money Purchase Plan reported $167K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- 9th percentile by assets (of 123,622 plans)
- #403 in Finance & Insurance (8,549 peers)
2024 asset change
Henney Wealth Management, Inc. Money Purchase Plan pulled back noticeably 10.0% in 2024 ($186K → $167K) for 2 participants.
- $167K
- total plan assets (2024 EOY)
- 2
- covered participants
- 9th
- percentile by assets (of 123,622 plans)
- $83,654
- avg assets per participant
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henney Wealth Management, Inc. Money Purchase Plan reported net income fell from $9K in the plan year 2023 filing to -$19K in the plan year 2024 filing.
- Henney Wealth Management, Inc. Money Purchase Plan end-of-year assets fell from $186K in the plan year 2023 filing to $167K in the plan year 2024 filing.
2024 asset move for Henney Wealth Management, Inc. Money Purchase Plan
Year over year, total assets pulled back noticeably from $186K at the start of 2024 to $167K at year-end (down 10.0%). Net assets closed at $167K; reported net income -$19K.
Henney Wealth Management, Inc. years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $495K |
| 2023 | 2 | 4 | $507K |
| 2024 | 2 | 4 | $454K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $186K |
|---|---|
| Net Assets (End of Year) | $167K |
| Net Income | -$19K |
| Employer EIN | 273129399 |
| Plan Effective Date | 1996-12-18 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Henney Wealth Management, Inc. Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Henney Wealth Management, Inc. Money Purchase Plan by total assets, not by location.
- The Wellness Institute, Inc. Retirement Plan (PR) $168K · 6
- Delta Pilots Defined Contribution Plan (GA) $168K · N/A
- Coan Equipment of Nevada Money Purchase Pension Plan (NV) $170K · 6
- Imanaith Retirement Plan (PR) $172K · 4
Frequently Asked Questions
How did Henney Wealth Management, Inc. Money Purchase Plan assets move in 2024? ▼
How have Henney Wealth Management, Inc. plan assets changed over time? ▼
Where does Henney Wealth Management, Inc. Money Purchase Plan rank by assets among Form 5500 filers? ▼
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Next read for Henney Wealth Management, Inc. Money Pur…
2024 change
Ways to act on Henney Wealth Management, Inc. Money Purchase Plan's numbers.
- By total assets, Henney Wealth Management, Inc. Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Henney Wealth Management, Inc.'s sponsor-wide assets have declined 8.4% since 2022 across 3 plan years on file. More Finance & Insurance plans