Money Purchase · DOL Form 5500 · 2023

Evans & Son, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
33rd
Percentile by assets National rank
$60,993
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evans & Son, Inc. Frozen Money Purchase Pension Plan · Sponsored by Evans & Son, Inc. · California · Construction

$3M in assets, 42 participants

Evans & Son, Inc.'s Evans & Son, Inc. Frozen Money Purchase Pension Plan reported $3M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,825 in Construction (9,030 peers)

2023 asset change

Evans & Son, Inc. Frozen Money Purchase Pension Plan pulled back noticeably 10.1% in 2023 ($3M → $3M) for 42 participants.

#2,825
in Construction (9,030 peers)
-10.1%
assets change YoY

The plan reported a net loss of $289K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Evans & Son, Inc. Frozen Money Purchase Pension Plan among the smaller filed plans by assets

Evans & Son, Inc. Frozen Money Purchase Pension Plan vs every filed plan by assets

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

$2,561,719 33rd percentile higher than 33% 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

Evans & Son, Inc. Frozen Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Evans & Son, Inc. Frozen Money Purchase Pension Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Evans & Son, Inc. Frozen Money Purchase Pension Plan reported net income fell from $122K in the plan year 2022 filing to -$289K in the plan year 2023 filing.
  • Evans & Son, Inc. Frozen Money Purchase Pension Plan reported participants fell from 47 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Evans & Son, Inc. Frozen Money Purchase Pension Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954178102 · Evans & Son, Inc. PY 2023 · Money Purchase

Evans & Son, Inc. Frozen Money Purchase Pension Plan · $3M · 42 · 33rd

  • TYPE $3M
  • TYPE 42
  • TYPE 33rd
  • TYPE Money Purchase
  • TYPE near Meramec Group Inc Retirement Plan
  • TYPE ind #2825

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 Construction retirement plans → · Plans in California →

Evans & Son, Inc. Frozen Money Purchase Pension Plan in the asset neighbourhood

Meramec Group Inc Retirement PlanMeramec Group Inc Retirement…$3MAmended Charles S. James, D.D.S., Ltd. Pension Plan and TrustAmended Charles S. James, D.…$3MEvans & Son, Inc. Frozen Money Purchase Pension PlanEvans & Son, Inc. Frozen Mon…$3MPanama City Employers-Ala Local Number 1482 MoneyPanama City Employers-Ala Lo…$3MAnnuity Plan for Clerical Employees of Building Concrete Excavating & Common Laborers Local 731Annuity Plan for Clerical Em…$3M
End-of-year total assets ($M) among Evans & Son, Inc. Frozen Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Evans & Son, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Evans & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.8674511961255815% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.85M $2.65M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 47 $3M
2023 1 42 $3M
2024 1 38 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$289K
Employer EIN954178102
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Evans & Son, Inc. Frozen Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Evans & Son, Inc. Frozen Money Purchase Pension Plan, Total assets ($B): 0.002561719 · Participants: 42Evans & Son, Inc. Frozen Money Purchase Pension PlanThe 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
Evans & Son, Inc. Frozen Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Evans & Son, Inc. Frozen Money Purchase Pension Plan side-by-side with 3 peers →

Evans & Son, Inc. Frozen Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Meramec Group Inc Retirement Plan in MO ($3M); by covered participants it is New Haven Legal Assistance Money Purchase Plan in CT (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Evans & Son, Inc. Frozen Money Purchase Pension Plan assets move in 2023? ▼
Evans & Son, Inc. Frozen Money Purchase Pension Plan pulled back noticeably - down 10.1% during 2023, from $3M to $3M. Reported net income was -$289K.
How have Evans & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Evans & Son, Inc.'s sponsor-wide assets declined 6.9%, from $3M to $3M.
Which Money Purchase plans are similar in size to Evans & Son, Inc. Frozen Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Meramec Group Inc Retirement Plan in MO ($3M, 134 participants).
Which Money Purchase plans cover a similar participant headcount to Evans & Son, Inc. Frozen Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is New Haven Legal Assistance Money Purchase Plan in CT (42 participants, $6M 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 954178102.

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.