Money Purchase · DOL Form 5500 · 2024
David Chapman Agency, Inc. Money Purchase Plan
Data updated 2026-08-11
- $13M
- Total assets
- 26
- Participants
- 61st
- Percentile by assets
- $492,992
- Avg per participant
Official DOL plan name: David Chapman Agency Money Purchase Plan · Sponsored by David Chapman Agency, Inc. · Michigan · Finance & Insurance
$13M in assets, 26 participants
David Chapman Agency, Inc.'s David Chapman Agency Money Purchase Plan reported $13M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 123,622 plans)
- #3,851 in Finance & Insurance (8,549 peers)
David Chapman Agency, Inc. multi-year trail
David Chapman Agency, Inc.'s plans moved +14.0% in assets from 2022 to 2024; this filing shows David Chapman Agency Money Purchase Plan at $13M / 26 participants.
- $13M
- total plan assets (2024 EOY)
- 26
- covered participants
- 61st
- percentile by assets (of 123,622 plans)
- $492,992
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Chapman Agency Money Purchase Plan reported net income rose from $403K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- David Chapman Agency Money Purchase Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
David Chapman Agency, Inc. across 3 plan years on file
Across the 3 plan years David Chapman Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $13M, a gain of 14.0%, while reported participants moved from 24 to 26 (+8.3%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($11M).
David Chapman Agency, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $11M |
| 2023 | 1 | 26 | $12M |
| 2024 | 1 | 26 | $13M |
David Chapman Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 382102548 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
David Chapman Agency Money Purchase Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to David Chapman Agency Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did David Chapman Agency Money Purchase Plan assets move in 2024? ▼
How have David Chapman Agency, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to David Chapman Agency Money Purchase Plan? ▼
Next read for David Chapman Agency Money Purchase Plan
Multi-year trail
Ways to act on David Chapman Agency Money Purchase Plan's numbers.
- By total assets, David Chapman Agency Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- David Chapman Agency, Inc.'s sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Finance & Insurance plans