Money Purchase · DOL Form 5500 · 2024

Henney Wealth Management, Inc. Money Purchase Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$143,161
Avg per participant Near avg balance/head
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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.

  • #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.

#568
in Finance & Insurance (8,549 peers)
-10.9%
assets change YoY

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.

Henney Wealth Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Henney Wealth Management, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$286,322 13th percentile higher than 13% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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. Profit Sharing 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. Profit Sharing 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. 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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273129399 · Henney Wealth Management, Inc. PY 2024 · Money Purchase

Henney Wealth Management, Inc. Profit Sharing Plan · $286K · 2 · 13th

  • BOY $286K
  • SCH 2
  • EBSA 13th
  • PART Money Purchase
  • TYPE near Harrington Surgical Supply, Inc. Pension Plan
  • NET ind #568

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. Profit Sharing Plan in the asset neighbourhood

Henney Wealth Management, Inc. Profit Sharing PlanHenney Wealth Management, In…$286KJjsl Group, Psc Retirement PlanJjsl Group, Psc Retirement P…$292KThomas W Goggin Md PC Money Purchase Pension PlanThomas W Goggin Md PC Money …$293KHarrington Surgical Supply, Inc. Pension PlanHarrington Surgical Supply, …$283KEdward a. Gomez Torres Retirement PlanEdward a. Gomez Torres Retir…$278K
End-of-year total assets ($M) among Henney Wealth Management, Inc. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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
$0.44M$0.46M$0.48M$0.5M$0.52M 202220232024 $0.5M $0.45M ▼ -10.0%
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 EIN273129399
Plan Effective Date1996-12-18
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Henney Wealth Management, Inc. Profit Sharing Plan, Total assets ($B): 0.000286322 · Participants: 2Henney Wealth Management, Inc. Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Henney Wealth Management, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Henney Wealth Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Henney Wealth Management, Inc. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Harrington Surgical Supply, Inc. Pension Plan in MT ($283K); 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.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henney Wealth Management, Inc. Profit Sharing Plan assets move in 2024? ▼
Henney Wealth Management, Inc. Profit Sharing Plan pulled back noticeably - down 10.9% during 2024, from $321K to $286K. Reported net income was -$35K.
How have Henney Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henney Wealth Management, Inc.'s sponsor-wide assets declined 8.4%, from $495K to $454K.
Where does Henney Wealth Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Henney Wealth Management, Inc. Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Henney Wealth Management, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Harrington Surgical Supply, Inc. Pension Plan in MT ($283K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Henney Wealth Management, Inc. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273129399.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.