Money Purchase · DOL Form 5500 · 2024
Alex W. Tom Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: Money Purchase Plan · Sponsored by Alex W. Tom · California · Healthcare & Social Assistance
$5M in assets, 2 participants
Alex W. Tom's Money Purchase Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,320 in Healthcare & Social Assistance (16,916 peers)
Alex W. Tom multi-year trail
Alex W. Tom's plans moved +81.9% in assets from 2022 to 2024; this filing shows Money Purchase Plan at $5M / 2 participants.
- #7,320
- in Healthcare & Social Assistance (16,916 peers)
- +31.6%
- assets growth YoY
Money Purchase Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,653,429 41st percentile higher than 41% 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
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. 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
- Money Purchase Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Money Purchase Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 770333145 · Alex W. Tom PY 2024 · Money Purchase
Money Purchase Plan · $5M · 2 · 41st
- EOY $5M
- 5500 2
- ASSETS 41st
- PCT Money Purchase
- EIN near Hj Kornfeld Profit Sharing Plan and Trust
- RANK ind #7320
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Money Purchase Plan in the asset neighbourhood
Alex W. Tom multi-year asset trail
Sponsor-wide plan assets over time
All Alex W. Tom plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 81.86634493734293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $3M |
| 2023 | 2 | 5 | $5M |
| 2024 | 2 | 5 | $6M |
Alex W. Tom filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 770333145 |
| Plan Effective Date | 1999-01-01 |
| 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. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Hj Kornfeld Profit Sharing Plan and Trust in NY ($5M); 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 ($5M here).
- Hj Kornfeld Profit Sharing Plan and Trust (NY) $5M · 3
- Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension Plan (MN) $5M · 185
- The Becnel Company Money Purchase Pension Plan (FL) $5M · 5
- Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $5M · 75
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
- Money Purchase (VA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.