Money Purchase · DOL Form 5500 · 2023

TOOLWORKS Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
65
Participants Small participant base
29th
Percentile by assets National rank
$25,871
Avg per participant Low balance/head
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Official DOL plan name: The Toolworks, Inc. Money Purchase Plan & Trust · Sponsored by TOOLWORKS · California · Administrative & Support Services

$2M in assets, 65 participants

TOOLWORKS's The Toolworks, Inc. Money Purchase Plan & Trust reported $2M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,289 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, The Toolworks, Inc. Money Purchase Plan & Trust ranks #2,289 of 4,372 2023 filers by assets (1716% of the sector average)-$2M for 65 participants.

#2,289
in Administrative & Support Services (4,372 peers)
-6.3%
assets change YoY

The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Toolworks, Inc. Money Purchase Plan & Trust among the smaller filed plans by assets

The Toolworks, Inc. Money Purchase Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,681,601 29th percentile higher than 29% of 127,068 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 2023

The Toolworks, Inc. Money Purchase Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Toolworks, Inc. Money Purchase Plan & Trust is a small filing (65 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 942493384 · TOOLWORKS PY 2023 · Money Purchase

The Toolworks, Inc. Money Purchase Plan & Trust · $2M · 65 · 29th

  • TYPE $2M
  • NET 65
  • BOOK 29th
  • VS-ST Money Purchase
  • BOY near Standardized Combination Prototype Plan
  • SCH ind #2289

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 Administrative & Support Services retirement plans → · Plans in California →

The Toolworks, Inc. Money Purchase Plan & Trust in the asset neighbourhood

Legal Aid Society of Nassau County, N.Y. Money Purchase Pension PlanLegal Aid Society of Nassau …$2MStandardized Combination Prototype PlanStandardized Combination Pro…$2MThe Toolworks, Inc. Money Purchase Plan & TrustThe Toolworks, Inc. Money Pu…$2MPlain City Plumbing Inc Money Purchase PlanPlain City Plumbing Inc Mone…$2MRaymond Minicucci Psp$2M
End-of-year total assets ($M) among The Toolworks, Inc. Money Purchase Plan & Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$112K
Employer EIN942493384
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TOOLWORKS)

Sponsor-wide plan assets over time

All TOOLWORKS plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.656514844717986% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.42M $1.66M ▼ -31.4%
Year Plans Participants Total Assets
2022 1 351 $2M
2023 2 434 $5M
2024 1 290 $2M

Nearby Money Purchase Plans in California

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

The Toolworks, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Toolworks, Inc. Money Purchase Plan & Trust, Total assets ($B): 0.001681601 · Participants: 65The Toolworks, Inc. Money Purchase Plan & TrustThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
The Toolworks, Inc. Money Purchase Plan & Trust vs. nearby Money Purchase plans in California, assets vs. participants
Compare The Toolworks, Inc. Money Purchase Plan & Trust side-by-side with 3 peers →

The Toolworks, Inc. Money Purchase Plan & Trust's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Standardized Combination Prototype Plan in OR ($2M); by covered participants it is Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Toolworks, Inc. Money Purchase Plan & Trust assets move in 2023? ▼
The Toolworks, Inc. Money Purchase Plan & Trust pulled back noticeably - down 6.3% during 2023, from $2M to $2M. Reported net income was -$112K.
How have TOOLWORKS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), TOOLWORKS's sponsor-wide assets declined 31.7%, from $2M to $2M.
Which Money Purchase plans are similar in size to The Toolworks, Inc. Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Standardized Combination Prototype Plan in OR ($2M, 10 participants).
Which Money Purchase plans cover a similar participant headcount to The Toolworks, Inc. Money Purchase Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nysa-Ila Medical and Clinical Services Fund Retirement Trust and Plan in NJ (65 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942493384.

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.