Money Purchase · DOL Form 5500 · 2024
Michelle Kwan Corporation Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Michelle Kwan Money Purchase Plan · Sponsored by Michelle Kwan Corporation · California · Arts, Entertainment & Recreation
$4M in assets, 3 participants
Michelle Kwan Corporation's Michelle Kwan Money Purchase Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #1,761 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Michelle Kwan Money Purchase Plan ranks #1,761 of 2,921 2024 filers by assets (690% of the sector average)-$4M for 3 participants.
- #1,761
- in Arts, Entertainment & Recreation (2,921 peers)
- +8.9%
- assets growth YoY
Michelle Kwan Money Purchase Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Michelle Kwan Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,025,417 38th percentile higher than 38% 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
Michelle Kwan 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. Michelle Kwan Money Purchase Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michelle Kwan Money Purchase Plan reported net income rose from $273K in the plan year 2023 filing to $329K in the plan year 2024 filing.
- Michelle Kwan Money Purchase Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954497320 · Michelle Kwan Corporation PY 2024 · Money Purchase
Michelle Kwan Money Purchase Plan · $4M · 3 · 38th
- PCT $4M
- EIN 3
- RANK 38th
- PHOTO Money Purchase
- IND near Start Union Employees' Retirement Plan
- EOY ind #1761
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Michelle Kwan Money Purchase Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $329K |
| Employer EIN | 954497320 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michelle Kwan Corporation)
Sponsor-wide plan assets over time
All Michelle Kwan Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.592773277743763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $4M |
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
Michelle Kwan Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Start Union Employees' Retirement Plan in NY ($4M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Ansonics Profit Sharing Plan (OR) 3 · 0 off
- Jim G. Taylor, O.D., P.C. Profit Sharing Plan (TN) 3 · 0 off
- Software Plus Money Purchase (MI) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.