Money Purchase · DOL Form 5500 · 2024
Alan Saven Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- N/A
- Participants
- 27th
- Percentile by assets
Official DOL plan name: Alan Saven Health Care Keogh Plan · Sponsored by Alan Saven · California · Healthcare & Social Assistance
$2M in assets, N/A participants
Alan Saven's Alan Saven Health Care Keogh Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- 27th percentile by assets (of 123,622 plans)
- #4,140 in Healthcare & Social Assistance (16,916 peers)
Alan Saven multi-year trail
Alan Saven's plans moved +68.2% in assets from 2022 to 2024; this filing shows Alan Saven Health Care Keogh Plan at $2M / N/A participants.
- $2M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 27th
- percentile by assets (of 123,622 plans)
- +27.7%
- assets growth YoY
Where Alan Saven Health Care Keogh Plan sits by total assets
Alan Saven Health Care Keogh Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,626,305 27th percentile higher than 27% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alan Saven Health Care Keogh Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Alan Saven Health Care Keogh Plan reported net income rose from $307K in the plan year 2023 filing to $353K in the plan year 2024 filing.
Alan Saven across 3 plan years on file
Across the 3 plan years Alan Saven has on file (2022-2024), sponsor-wide plan assets have moved from $967K to $2M, a gain of 68.2%. Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($967K).
Alan Saven multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $967K |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $2M |
Alan Saven filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $353K |
| Employer EIN | 330962305 |
| Plan Effective Date | 1998-01-01 |
| 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Alan Saven Health Care Keogh Plan by total assets, not by location.
Frequently Asked Questions
How did Alan Saven Health Care Keogh Plan assets move in 2024? ▼
How have Alan Saven plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Alan Saven Health Care Keogh Plan? ▼
Next read for Alan Saven Health Care Keogh Plan
Multi-year trail
Ways to act on Alan Saven Health Care Keogh Plan's numbers.
- By total assets, Alan Saven Health Care Keogh Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Alan Saven's sponsor-wide assets have grown 68.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans