Money Purchase · DOL Form 5500 · 2023
Rancho Los Lobos, Inc. Money Purchase Plan
Data updated 2026-08-25
- $153K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $152,751
- Avg per participant Above avg balance/head
Official DOL plan name: Rancho Los Lobos, Inc. Money Purchase Plan · Sponsored by Rancho Los Lobos, Inc. · California · Professional & Technical Services
$153K in assets, 1 participants
Rancho Los Lobos, Inc.'s Rancho Los Lobos, Inc. Money Purchase Plan reported $153K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,455 in Professional & Technical Services (20,321 peers)
Rancho Los Lobos, Inc. multi-year trail
Rancho Los Lobos, Inc.'s plans moved -11.4% in assets from 2022 to 2024; this filing shows Rancho Los Lobos, Inc. Money Purchase Plan at $153K / 1 participant.
- #1,455
- in Professional & Technical Services (20,321 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rancho Los Lobos, Inc. Money Purchase Plan among the smaller filed plans by assets
Rancho Los Lobos, Inc. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$152,751 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rancho Los Lobos, Inc. Money Purchase Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rancho Los Lobos, Inc. Money Purchase Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rancho Los Lobos, Inc. Money Purchase Plan reported net income rose from -$26K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- Rancho Los Lobos, Inc. Money Purchase Plan end-of-year assets fell from $172K in the plan year 2022 filing to $153K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942754031 · Rancho Los Lobos, Inc. PY 2023 · Money Purchase
Rancho Los Lobos, Inc. Money Purchase Plan · $153K · 1 · 9th
- BOY $153K
- BOY 1
- BOY 9th
- BOY Money Purchase
- BOY near Centro De Medicina De Familia De Las Piedras, Psc.
- BOY ind #1455
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 Professional & Technical Services retirement plans → · Plans in California →
Rancho Los Lobos, Inc. Money Purchase Plan in the asset neighbourhood
Rancho Los Lobos, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rancho Los Lobos, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $152K 11.380758017492711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $172K |
| 2023 | 1 | 1 | $153K |
| 2024 | 1 | 1 | $152K |
Rancho Los Lobos, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $172K |
|---|---|
| Net Assets (End of Year) | $149K |
| Net Income | -$19K |
| Employer EIN | 942754031 |
| Plan Effective Date | 1980-08-25 |
| Filing Status | FILING RECEIVED |
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. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Rancho Los Lobos, Inc. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Centro De Medicina De Familia De Las Piedras, Psc. in PR ($152K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.