Money Purchase · DOL Form 5500 · 2024
Henney Wealth Management, Inc. Money Purchase Plan
Data updated 2026-08-11
- $286K
- Total assets
- 2
- Participants
- 13th
- Percentile by assets
- $143,161
- Avg per participant
Official DOL plan name: Henney Wealth Management, Inc. Profit Sharing Plan · Sponsored by Henney Wealth Management, Inc. · California · Finance & Insurance
$286K in assets, 2 participants
Henney Wealth Management, Inc.'s Henney Wealth Management, Inc. Profit Sharing Plan reported $286K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- 13th percentile by assets (of 123,622 plans)
- #568 in Finance & Insurance (8,549 peers)
2024 asset change
Henney Wealth Management, Inc. Profit Sharing Plan pulled back noticeably 10.9% in 2024 ($321K → $286K) for 2 participants.
- $286K
- total plan assets (2024 EOY)
- 2
- covered participants
- 13th
- percentile by assets (of 123,622 plans)
- $143,161
- avg assets per participant
The plan reported a net loss of $35K 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. Profit Sharing Plan reported net income fell from $3K in the plan year 2023 filing to -$35K in the plan year 2024 filing.
- Henney Wealth Management, Inc. Profit Sharing Plan end-of-year assets fell from $321K in the plan year 2023 filing to $286K in the plan year 2024 filing.
2024 asset move for Henney Wealth Management, Inc. Profit Sharing Plan
Year over year, total assets pulled back noticeably from $321K at the start of 2024 to $286K at year-end (down 10.9%). Net assets closed at $286K; reported net income -$35K.
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) | $321K |
|---|---|
| Net Assets (End of Year) | $286K |
| Net Income | -$35K |
| 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. Profit Sharing 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. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Henney Wealth Management, Inc. Profit Sharing Plan assets move in 2024? ▼
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Next read for Henney Wealth Management, Inc. Profit Sh…
2024 change
Ways to act on Henney Wealth Management, Inc. Profit Sharing Plan's numbers.
- By total assets, Henney Wealth Management, Inc. Profit Sharing 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