Money Purchase · DOL Form 5500 · 2024
Henney Wealth Management, Inc. Money Purchase Plan
Data updated 2026-08-25
- $167K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $83,654
- Avg per participant Below avg balance/head
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.
- #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.
- #403
- in Finance & Insurance (8,549 peers)
- -10.0%
- assets change YoY
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.
Henney Wealth Management, Inc. Money Purchase Plan among the smaller filed plans by assets
Henney Wealth Management, Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,308 9th percentile higher than 9% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Henney Wealth Management, Inc. Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henney Wealth Management, Inc. Money Purchase Plan is a micro filing (2 participants), the leftmost band.
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.
DOL schedule card
Filing strip 273129399 · Henney Wealth Management, Inc. PY 2024 · Money Purchase
Henney Wealth Management, Inc. Money Purchase Plan · $167K · 2 · 9th
- TYPE $167K
- TYPE 2
- TYPE 9th
- TYPE Money Purchase
- TYPE near The Wellness Institute, Inc. Retirement Plan
- TYPE ind #403
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 Finance & Insurance retirement plans → · Plans in California →
Henney Wealth Management, Inc. Money Purchase Plan in the asset neighbourhood
Henney Wealth Management, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Henney Wealth Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $454K 8.394218070347618% vs 2022
- 2024 filing year
| 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.
- 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
Henney Wealth Management, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Wellness Institute, Inc. Retirement Plan in PR ($168K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167K here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.