Money Purchase · DOL Form 5500 · 2024

Empower Financials, Inc. Money Purchase Plan

Data updated 2026-08-11

$2M
Total assets
3
Participants
31st
Percentile by assets
$799,747
Avg per participant
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Official DOL plan name: Software Plus P-S Plan · Sponsored by Empower Financials, Inc. · Michigan · Professional & Technical Services

$2M in assets, 3 participants

Empower Financials, Inc.'s Software Plus P-S Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • 31st percentile by assets (of 123,622 plans)
  • #5,549 in Professional & Technical Services (20,173 peers)

Empower Financials, Inc. multi-year trail

Empower Financials, Inc.'s plans moved +15.5% in assets from 2022 to 2024; this filing shows Software Plus P-S Plan at $2M / 3 participants.

$2M
total plan assets (2024 EOY)
3
covered participants
31st
percentile by assets (of 123,622 plans)
$799,747
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Software Plus P-S Plan reported net income fell from $189K in the plan year 2023 filing to $146K in the plan year 2024 filing.
  • Software Plus P-S Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Empower Financials, Inc. across 3 plan years on file

Across the 3 plan years Empower Financials, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 15.5%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).

Empower Financials, Inc. multi-year asset trail

$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.64M $3.05M ▲ +15.5%
Total plan assets by year, all Empower Financials, Inc. plans on file
Year Plans Participants Total Assets
2022 2 6 $3M
2023 2 6 $3M
2024 2 6 $3M

Empower Financials, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$146K
Employer EIN382473545
Plan Effective Date1985-12-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Software Plus P-S Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Software Plus P-S Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Software Plus P-S PlanCentral Midwest Regi…Michigan Regional Co…P & M Holding Group,…Operating Engineers'…Michigan Laborers' A…
Software Plus P-S Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Software Plus P-S Plan by total assets, not by location.

Frequently Asked Questions

How did Software Plus P-S Plan assets move in 2024?
Software Plus P-S Plan grew at a solid clip - up 6.5% during 2024, from $2M to $2M. Reported net income was $146K.
How have Empower Financials, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Empower Financials, Inc.'s sponsor-wide assets grew 15.5%, from $3M to $3M.
Which Money Purchase plans are similar in size to Software Plus P-S Plan?
Among Money Purchase plans in other states, the closest by assets is Richard Fischbein Money Purchase Plan in PA ($2M, 3 participants).

Multi-year trail

Ways to act on Software Plus P-S Plan's numbers.