Money Purchase · DOL Form 5500 · 2024
Hauser Agency Inc. Money Purchase Plan
Data updated 2026-08-25
- $905K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $452,733
- Avg per participant High balance/head
Official DOL plan name: Hauser Agency Inc Money Purchase Plan · Sponsored by Hauser Agency Inc. · Pennsylvania · Finance & Insurance
$905K in assets, 2 participants
Hauser Agency Inc.'s Hauser Agency Inc Money Purchase Plan reported $905K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,079 in Finance & Insurance (8,549 peers)
Hauser Agency Inc. multi-year trail
Hauser Agency Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows Hauser Agency Inc Money Purchase Plan at $905K / 2 participants.
- #1,079
- in Finance & Insurance (8,549 peers)
- +16.7%
- assets growth YoY
Hauser Agency Inc Money Purchase Plan among the smaller filed plans by assets
Hauser Agency Inc Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$905,465 22nd percentile higher than 22% 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
Hauser Agency Inc 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. Hauser Agency Inc Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hauser Agency Inc Money Purchase Plan reported net income rose from $88K in the plan year 2023 filing to $129K in the plan year 2024 filing.
- Hauser Agency Inc Money Purchase Plan end-of-year assets rose from $776K in the plan year 2023 filing to $905K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 251508505 · Hauser Agency Inc. PY 2024 · Money Purchase
Hauser Agency Inc Money Purchase Plan · $905K · 2 · 22nd
- VS-ST $905K
- VS-ST 2
- VS-ST 22nd
- VS-ST Money Purchase
- VS-ST near Asociados En Nefrologia Retirement Plan
- VS-ST ind #1079
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Hauser Agency Inc Money Purchase Plan in the asset neighbourhood
Hauser Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hauser Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $905K 31.63870720122819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $688K |
| 2023 | 1 | 2 | $776K |
| 2024 | 1 | 2 | $905K |
Hauser Agency Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $776K |
|---|---|
| Net Assets (End of Year) | $905K |
| Net Income | $129K |
| Employer EIN | 251508505 |
| Plan Effective Date | 1988-02-24 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Hauser Agency Inc Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Asociados En Nefrologia Retirement Plan in PR ($907K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($905K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.